Partner – Tax Services
Jim Ullakko is a founding partner of OUM. He offers more than 40 years of experience in providing tax planning, compliance, consulting, and financial planning services to high net worth individuals and private companies. He has also represented clients before the Internal Revenue Service and provided litigation support services.
Jim’s clients represent a wide range of industries, including development and finance, insurance, professional services, real estate, retail, and wholesale.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
Member of the American Institute of Certified Public Accountants
Member of the California Society of Certified Public Accountants
Instructor of Taxation Courses for the California CPA Foundation and Price Waterhouse & Co.
Presentations including current tax developments for high net worth individuals and closely-held businesses, tax optimization strategies, and tax planning for the real estate professional
Bachelor of Science in Accounting and Business Statistics, University of Oregon
Master of Science in Taxation, Golden Gate University
HOBBIES AND INTERESTS