Jim is a Principal with the Accounting, Consulting and Tax (ACT) department at Rehmann, and is located in our Troy office.
In 1960, he began his career in public accounting at Rutten, Welling & Company, which later merged with Haskins & Sells (now Deloitte & Touche LLP). He was the founder and managing member of Goerlich, Richert & Kaiser, PLLC which was formed in 1971.
Jim concentrates his practice in the area of Estates and Trusts. In this capacity he has been responsible for the preparation of many Federal Estate and Gift Tax Returns, as well as Fiduciary Income Tax Returns for the firm. His continuing professional education is heavily focused in the estate and trust area.
Jim joined Rehmann in January 2012 in conjunction with the firm's business combination with Goerlich, Richert & Kaiser.