CPA, CVA/ABV, CPC, AIFA, CRM, CPVC / Integra Benefits Consulting LLC
Jim has been a certified public accountant since 1981. He has been providing valuation services for small and medium businesses and ERISA compliance services for more than 25 years. Jim began serving as an ESOP fiduciary in 2005 and has served as an independent trustee for more than 75 ESOPs.
Sessions
Analysis of a DOL Investigation From Start to Finish - A Case Study