James F. Epperson
James F. “Jim” Epperson, CPA/ABV, CFP is an Associate Director in the Postlethwaite & Netterville Tax Services Group. Jim joined the firm in 1990. Prior to joining the firm, he was an officer in the trust and lending divisions of a large Louisiana bank.
Jim assists individual and corporate clients in the areas of personal financial planning, focusing on retirement, estate and investment planning. He provides business valuation and litigation support services to the firms’ clients. Jim’s practice area also includes tax planning and a variety of special project work in the finance field.
EDUCATION & CREDENTIALS
- Certified Public Accountant
- Accredited in Business Valuation
- Certified Financial Planner
- Bachelor of Science, Business Administration, Louisiana State University
- Master of Science, Finance, Louisiana State University
PROFESSIONAL AFFILIATIONS
- Member, American Institute of Certified Public Accountants
- Member, Society of Louisiana Certified Public Accountants
- Member, Financial Planning Association
COMMUNITY INVOLVEMENT
- Board of Directors, Capital Area United Way
