James_Revels

James A.J. Revels CPA

Partner, Family Office Private Client Services, KPMG

James A.J. Revels is a partner with KPMG LLP in its Family Offices and Private Client Services practice. Based in Philadelphia, he plays a fundamental role in the firm’s Family Offices and Private Client Services practice, both in the Philadelphia area and nationally.

He provides solutions with comprehensive, customized, and innovative planning related to trusts & estates, international taxation, family office administration and income tax services. He advises a multitude of clients, including entrepreneurs, family offices, fiduciaries, early stage business entities, bio-tech companies, not-for-profit organizations, foreign corporations, high net worth individuals, executives, and owners of closely held entities. He provides guidance to offshore companies related to corporate structure, creation, registration and the multitude of reporting requirements needed for foreign owned entities operating in the United States.

Currently on the Board of Directors for the Philadelphia Estate Planning Council. Soon to be added as an officer acting as the Secretary.

He advises businesses across all industries in areas such as Internal Revenue Service (IRS) matter resolution, applications for exempt status, I also provide expert witness opinions and testimony for law firms, as well as representing clients before the IRS and state agencies.

He regularly gives presentations, writes and contributes to articles on topics such as estate & trust planning, money management, and taxation, financial planning, cash management, succession planning to name a few. My articles have appeared in the Legal Intelligencer, The Street, Insurance Coverage Law Report, the New York Law Journal, New York CPA Journal, MedCITY News, and State Tax Notes, among other publications.


Appearances

  • Thumbnail for Post-Death Income Tax Issues of Estates and Trusts
    Identification
    SOP1912
    Date
    November 19, 2019
    This session will cover various topics associated with the various post death issues and complexities associated with the administration of trusts and estates…

    Speaker

    Speaker Image for James Revels
    Partner, Family Office Private Client Services, KPMG
    $49
    Standard Price
  • Thumbnail for Intra-Family Loans
    Identification
    21
    Date
    May 24, 2016
    Intra-family loans are structured for a variety of circumstances. Wealthy, and at times not-so-wealthy, families often desire the advantages of utilizing liquid family assets to advance money to various family members for a plethora of reasons…

    Speaker

    Speaker Image for James Revels
    Partner, Family Office Private Client Services, KPMG
    $49
    Standard Price
  • Thumbnail for Tax Strategies for Life's Big Challenges:  A Checklist Approach
    Identification
    29
    Date
    May 25, 2016
    Proactive advisers need to be able to provide appropriate tax planning advice to clients at every stage in their life. Utilizing a checklist approach allows professionals to do just that…

    Speaker

    Speaker Image for James Revels
    Partner, Family Office Private Client Services, KPMG
    $49
    Standard Price
  • Thumbnail for Taking It Home: Best Tax Tips
    Identification
    39
    Date
    May 25, 2016
    This panel of tax experts will focus on the best and most-current tax planning ideas for high-income individuals. The goal is to provide a variety of strategies you can take away and implement immediately with your clients…

    Speakers

    Speaker Image for Julie Welch
    Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)
    Shareholder and Director, Meara Welch Browne, P.C.
    Speaker Image for Christopher Hoyt
    Professor, Univ of Missouri (Kansas City) Law School
    Speaker Image for James Revels
    Partner, Family Office Private Client Services, KPMG
    Speaker Image for Annette Nellen
    Professor, MST Program Director, San Jose State University
    Speaker Image for Gary McBride
    Gary R. McBride, CPA and Attorney
    Emeritus Professor, California State University East Bay
    $49
    Standard Price
  • Thumbnail for Tax Strategies for Life's Big Changes
    Identification
    TAX1818
    Date
    June 13, 2018
    Financial professionals are usually seen as the “Trusted Advisor” and one of the first people to be informed of “Big Changes at Different Life Stages” our clients experience…

    Speakers

    Speaker Image for James Revels
    Partner, Family Office Private Client Services, KPMG
    Speaker Image for James Grimaldi
    Partner, Citrin Cooperman & Co., LLP
    $49
    Standard Price

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