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James G. Kaufmann, RFC, RTRP, currently serves as an Investment Advisor Representative at Avantax since October 2024. As the Owner and President of JK Tax Strategies since 2004, James specializes in professional income tax preparation and comprehensive tax reduction strategies, building expertise in this area since 1996. Previously, James held positions at American Portfolios as an Investment Advisor Professional, and at NFP, Ogilvie Securities, Prime Capital Services, and Royal Alliance Associates, all as Registered Representative, focusing on asset acquisition, investment for wealth creation, and tax-efficient income distribution. James began a career in financial services at John Hancock Life Insurance Company as a Marketing Representative, selling life insurance products and mutual funds. Academic achievements include a Financial Planning Certificate Program completed at CW Post College between 2004 and 2006.