Executive Team

Jim Katherman, CPA, CGMA

Tax Partner

“Helping clients “look out the front window” on the road of business and life, anticipating and planning for ways to keep more of what they make and to enhance their business is the paramount service. That’s pro-active tax planning for clients, with tax and business guidance.”

 

With Haskell & White since: 2017

Jim has over 39 years in public accounting, specializing in income tax planning, tax and business consultation, and tax returns for individuals, businesses, and trusts. Prior to joining Haskell & White, he founded and operated his own firm, Katherman Kitts, and previously served at a large regional firm as a partner before starting his own firm. Jim provides accounting, tax and business advisory services for a diverse group of clients doing business, living and working in the U.S., Asia, and Europe.

In 2017, Katherman Kitts & Co combined their practice with Haskell & White to bring additional services to clients and growth opportunities for the Katherman Kitts team.

Jim provides tax planning, tax and business consulting, and tax compliance services for his clients. He has extensive experience in the tax aspects of structuring business acquisitions and sales, and in the U.S. tax reporting for international business and investment.  Jim works with many different business entity structures including corporations, LLCs/partnerships, and trusts.

In his free time, Jim enjoys spending time with his family, hiking, and other outdoor activities, including kayaking.

Jim is licensed by the California Board of Accountancy.

 

Industries & Areas of Specialty
  • Technology and Software
  • Manufacturing & Distribution
  • Transportation
  • Real Estate
  • Healthcare
  • Trust and Estate Planning
Industry & Professional Affiliations:
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
Education:
  • Golden Gate University, MS Tax
  • California State University – Long Beach, B.S. Business/Accounting (cum laude)