Where does James Kieckhafer work?

James Kieckhafer is Advisor at WelinderShi Capital.

James Kieckhafer

Investor

Irvine, California, United States

About

James Kieckhafer is a founding partner at Kieckhafer Schiffer LLP, an accounting firm based in Orange County, California, where he has worked in accounting for over 35 years. His practice focuses on tax, audit, and business advisory services, with concentrations in strategic and financial planning for closely held businesses, partnership taxation, private placements, acquisitions and dispositions, estate planning, and succession planning. He is a Certified Public Accountant and holds FINRA Series 7 and Series 65 registrations, a California life insurance license, and the AICPA's Personal Financial Specialist designation.

Experience

Kieckhafer Schiffer LLPPartnercurrent1991 — presentIrvine, California
KS Financial AdvisorsOwnercurrent1999 — present
Yates Electrospace CorporationMember Board Of Directors2015 — 2023Irvine, California, United States
Arthur Andersen & CompanyManager1982 — 1991

Education

Marquette UniversityBachelor's degree, Accounting and Finance1978 — 1982

Skills & more

Tax39Financial Planning15Mergers9Wealth Management12Management Consulting9Business Services5Strategic Financial Planning29Business Analysis2Business Advisory3Corporate Tax21CPA24Accounting30

+9 more

Mergers & AcquisitionsDue DiligencePartnership TaxationEstate PlanningCorporate FinanceManagerial FinanceAuditingFinanceStrategy

From James's professional profile.