Jim Duffy, CPA
Jim Duffy is a Partner with over 25 years of experience serving the family-owned business community.
He specializes in helping privately-held businesses and families meet their strategic, financial and personal goals. He provides guidance on matters such as succession planning, estate planning, tax planning, mergers and acquisitions, financing, and operational improvements.
With deep experience on both the business side and the personal planning side, Jim works closely with families in providing consistently outstanding client service. He actively looks to provide clients with recommendations and guidance to meet their toughest challenges. Jim’s proactive approach and dedication to client relationships makes him an invaluable trusted advisor to his clients.
Jim is a long-time member of the Wiss Executive Committee where he helps lead the Firm’s strategy and vision and oversees the Firm’s Advisory and Family Office practice areas.
BS – Accounting
Certified Public Accountant in New Jersey and New York
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
New York Society of Certified Public Accountants
Jim is a proud husband and father of three children. When not in the office, Jim can often be found coaching local sports teams and spending time with his children. He enjoys staying active in many ways including basketball, running, and yoga. He loves spending summer time with family and friends at the Jersey shore.
If you could share a cross country road trip with someone famous (alive or dead), who would it be and what you would discuss/do to pass time?
I would love to go with my father when he was 40 so we could hang as peers and discuss our commonalities.
What is the best professional advice someone ever gave you and you still live by?
Make the decisions that are in the best interest of the people, the clients and the culture.
How did you get your foot in the door?
I was an engineering major and took a job in Philadelphia to be close to my wife. I wasn’t looking to stay there so I interviewed in NJ. This resulted in the best interview of my life at Wiss with Ed O’Connell.