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JAMES H. DUPUIS, CPA, CFP

JAMES H. DUPUIS, CPA, CFP

Jimmy Dupuis has extensive knowledge in dealing with closely held businesses and their owners, including income taxation, fringe benefit planning, retirement planning and succession planning. This hands-on experience has been strengthened during his 40+ years of public accounting practice, with his main emphasis on helping closely held enterprises start-up, grow, prosper and maximize value. He helps structure the "Big Picture" concepts to planning while he assists them in implementing the details.

Jimmy has been a CPA for nearly 40 years and is also a Certified Financial Planner. He holds the FINRA series 7 and 63 licenses in addition to Louisiana and Texas insurance licenses for life, health and disability as well as variable products. He has been an active board member several non-profit organizations including the Boys & Girls Clubs of Acadiana for eight years and has served as President. During his professional career he has served as President of the Acadiana Chapter of the Society of Louisiana CPAs and as a board member and officer in the Acadiana Estate Planning Council.