Jim Soressi has over 35 years of experience as a tax attorney in the practice of estate planning, business planning and estate administration.

He began his career as an Estate Tax Attorney for the Internal Revenue Service where he conducted field audits of estate tax returns and fiduciary income tax returns and also served as the IRS Northeast IRC §6166 liaison. In 1986, he joined Guardian Life Insurance Company of America in its advanced underwriting department where he worked with high-net-worth individuals and closely held business owners in designing basic and sophisticated estate and business succession plans. He returned to the Guardian in 1992 as an officer to create Guardian’s Estate Planning Department, after gaining additional experience at a prominent Long Island law firm where he concentrated on creating and drafting innovative and sophisticated estate and business succession plans while minimizing income, gift, estate and generation skipping taxes. This included administration of estates and trusts including preparation of both informal and judicial accountings as well as handling IRS estate tax audits and their appeals.

He entered the private practice of law in 2008, concentrating in estate planning, estate administration and business planning.

Jim is formerly a member of the adjunct faculty at St. John’s University where he taught business law and management. He has previously taught at Long Island University, CW Post Campus, and Molloy College where he taught the Probate and Estate portion of their paralegal programs. He has also authored numerous articles in the estate and business planning areas and has lectured on these subjects across the country and is past a contributor to LawLine, an on-line Continuing Legal Education provider.

Jim is admitted to practice law in both the State of New York and the Commonwealth of Massachusetts. He earned a Master of Science in Financial Services (MSFS) from the American College in Bryn Mar, Pennsylvania and his hobbies include baking, cooking, golf, scuba diving and underwater photography.