James M. Dugan, CPA
Shareholder Emeritus
A CPA and experienced business advisor, Jim continuously demonstrates his expertise as a business advocate. His dedication to serving the needs of closely-held businesses and individuals led him to become a founding member of the Pittsburgh Chapter of the Family Firm Institute, where he has served as a Director and Past President.Areas of Expertise
- Business structuring
- Business transitions
- Establishing boards of directors for closely-held companies
- Specialized consulting
- Strategic business planning
- Tax planning for closely-held companies
Awards
- Finalist, Small Business Accountant Advocate of the Year, 1994, nominated by Mellon Bank
- Finalist, Small Business Accountant Advocate of the Year, 1996, nomination by PNC Bank
Education
- Duquesne University, B.S., Business Administration
- Health, Life and Variable Insurance Licenses
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Family Firm Institute, Pittsburgh Chapter, Founding Member and Past President
- Powerlink, Past Member, Board of Directors and Advisor
- Washington County Council for Economic Development, Past Representative
- Community Bank, Past Member, Board of Directors
- Robinson Industries, Inc., Board of Directors
- Various Chambers of Commerce