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James Kieckhafer

Investor

Advisor at WelinderShi Capital

Irvine, California, United States

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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

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

Skills & more

Tax39Financial Planning15Mergers9Wealth Management12Management Consulting9Business Services5Strategic Financial Planning29Business Analysis2Business Advisory3Corporate Tax21CPA24Accounting30
+9 moreMergers & AcquisitionsDue DiligencePartnership TaxationEstate PlanningCorporate FinanceManagerial FinanceAuditingFinanceStrategy

From James's professional profile.

Colleagues at WelinderShi Capital

Frequently asked questions

Who is James Kieckhafer?
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.
Where does James Kieckhafer work?
James Kieckhafer is Advisor at WelinderShi Capital.
Where did James Kieckhafer go to school?
James Kieckhafer studied at Marquette University (Bachelor's degree, Accounting and Finance).

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