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James M. McCarten is the firm’s lead attorney for tax planning, complex trust and estate planning and business succession planning | Continue Reading Below

Location: Peachtree City, Georgia
Phone:  770-486-8445
Fax:  770-486-8889
Email:  Email Me

His practice is best described as a “general tax practice”. Jim works with a broad spectrum of clients, from start-up and mid-market family businesses and their owners (especially with sales of or family succession for the business) to publicly traded entities, to corporate executives, and finally, retirees.

Jim’s practice encompasses the entire range of tax planning; he provides advice on mergers and acquisitions, tax structures for start-up businesses, asset protection, the tax aspects of business exit planning, business succession strategies, the design of tax-effective executive compensation packages and estates, trusts and wealth preservation. In addition, Jim assists clients in resolving disputes with the IRS and/or state Departments of Revenue. Finally, as the parent of a young adult on the autism spectrum, Jim assists families with special needs planning for a loved one with a disability.

Jim began his professional tax career in the ‘70s in public accounting. Following law school, he litigated tax cases for IRS as a member of the Tax Division of the U.S. Department of Justice before broadening his tax practice to cater to the needs of small and family businesses. He is a Fellow of the American College of Trust and Estate Counsel, a member of the Special Needs Alliance and has regularly been included in Super Lawyers lists in both Georgia and Tennessee as well as Best Lawyers in America in the practice areas of Estates and Trusts, Nonprofit/Charity Law, Tax Law and Tax Controversy-Litigation. Since returning to Georgia, Jim has been named by Best Lawyers of America as the 2017 Lawyer of the Year (Atlanta) – Litigation and Controversy – Tax, the 2018 Lawyer of the Year (Atlanta) – Nonprofits/Charities and the 2020 Lawyer of the Year (Atlanta) – Nonprofits/Charities. Along with his wife, Diane, Jim is active with numerous disability advocacy and family support organizations in both Tennessee and Georgia.

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