James Dugan

James M. Dugan, CPA

Shareholder
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