Jim Liggett CPA's personal:
Areas of expertise
- Legal and compliance services
- Corporate/M&A
- Banking and finance
- Financial services and regulation
- Capital markets
- Comercial
- Antitrust/Competition
- Intellectual property
- Dispute resolution
- Private clients
- Real estate
- Finance
- Tax
- Due diligence services
- Operational due diligence
- Investment due diligence
- Auditing services
- Data rooms
- Fund services
- Upfront consulting
- Fund administration
- Custody
- Trading
- Regulatory & compliance services
- Fund governance
- Fund operations
- Country specific help
- Risk management/reporting
- Banking services
- Branch and retail services
- Financing
- Merger & Acquisitions
- Custodian services
- Underwriting
- Brokerage/Payment
- Insurance services
- Pension schemes
- General insurance policies
- Catastrophe insurance policies
- Insurance broker/advisory
- Life insurance policies
- Consulting for investing
- Market research
- Investment consulting/advisory
- Risk management consulting
- Benchmarking
- Capital introduction
- Sales & marketing
- Communication
- Advertising
- Fintech
- Finance management
- Alternative financing
- ICT
- Software
- Hardware services
- Data services
- General services
- HR services
- Finance & accounting
- Real estate services
- Planning & building
- Property utillization
- Evaluation & financing
- Facility/property management
- Investment research
- Company research
- Technical research
- Asset class
- Thematic research
- Credit, rates & currencies
- Industry
- Commodities
- Macro & politics
Served jurisdictions
United States
I speak
English, Spanish
Jim Liggett CPA began his career working for a local Accounting firm. He served as a partner at a regional accounting firm, served as interim chief financial officer for a publicly held turn-around technology company, and founded Outsource Partners International, Inc.("OPI"). In 2012, he decided to join an accounting firm providing clients with a higher degree of detailed personal attention to both personal and corporate tax needs. As a partner at Liggett & Webb P.A., Jim Liggett CPA achieved his vision through commitment to and application of our core values. We strive to be ambassadors for positive change whether in our community, profession, or workplace. Jim received a Bachelor’s of Accounting from the Drexel University , and he was certified as a Public Accountant. He an active member of the American Institute of Certified Public Accountants, New York and New Jersey State Society of Certified Public Accountants.
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100% positive feedbacks
Partnership
Founded in 2011
6 – 10 employees
Founded in 2011
6 – 10 employees
21 followers
- Legal and compliance services
- Due diligence services
- Fund services
- Banking services
- Insurance services
- Consulting for investing
- Sales & marketing
- Fintech
- ICT
- General services
- Training & development
- Real estate services
- Investment research
100% positive feedbacks
Privately held
Founded in 2011
201 – 500 employees
Founded in 2011
201 – 500 employees
44 followers
- Legal and compliance services
- Financial services and regulation
- Fintech
- Debt capital markets
- Equity capital markets
- Due diligence services
- Fund services
- Registrar and transfer agent
- Management companies (AIFM, UCITS..)
- Registration for cross-border distribution
- Domiciliary agent
- NAV calculation
- Transfer agent
- Multi-pricing
- Legal coordination
- Passporting of activities
- Trading services
- Execution
- FX
- Financial instruments trading
- Market views
- Transfer agent
- Trade capture
- Pricing
- Derivative lifecycle management
- OTC derivative pricing
- Authorization and business set-up
- Conduct of change
- Reporting requirements (FATCA, AIFM, CRS etc.)
- Investment management meetings
- Minutes
- Regulatory administration
- Correspondence
- Operational risks
- Distribution support
- Banking services
- Reporting
- Securities processing
- Origination
- Reconciliation
- Documentation
- Debt collection
- Corporate actions
- Payment platform
- International payments
- Payment support
- FX-payments
- FX-hedging
- Online trading platforms
- Executing orders
- Own account trading
- Operation of multilateral trading facilities
- Handling subscription forms
- Handling transactions
- Settlements
- Market making
- Exchanges
- Insurance services
- Consulting for investing
- Sales & marketing
- Fintech
- Transfers/FX
- Blockchain/crypto currencies
- ICT
- General services
- Real estate services
- Investment research
- Quantitative
- Charts
- Stockmarket
- FX
- Commodity
- Macro
- Other
- Multi-asset
- Equity
- Fixed income
- Crypto assets
- Private capital
- Hedge funds/trading
- EUR/USD
- GBP
- CHF
- JPY
- AUD
- Financial services
- Energy
- Metals
- Agriculture
- Others/general
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