James Usseglio, CPA, PFS, MST, CFP®

Principal


James Usseglio headshot

Strive to learn something new every day.

Jim Usseglio is a principal in Baker Newman Noyes’ Manchester office. He has more than 20 years of experience with international and public accounting firms in tax compliance and consulting for corporate, partnership, individual and trust income tax with particular emphasis on partnership and New Hampshire tax law.

He currently serves as a member of the IRS Taxpayer Advocacy Panel and the Greater Nashua Chamber of Commerce’s Advocacy Committee and as an associate member of the AICPA Tax Division’s Partnership Taxation Technical Resource Panel and Tax Practice and Procedures Committee and has served in various leadership capacities for the New Hampshire Society of CPAs and as a commission member charged with studying New Hampshire business taxes appointed by two state governors. Jim frequently authors with his work having appeared in such tax publications as The Tax Adviser and State Tax Notes and regularly gives presentations on various tax topics. He is also a former adjunct faculty member.

Most recently, Jim was named by the Treasury Department to serve on the IRS’s Taxation Advocacy Panel (TAP).

Jim earned a bachelor’s degree in accounting, magna cum laude, from Northeastern University and a master’s degree in taxation, with distinction, and a Certificate in Advanced Studies in Taxation from Bentley University. He also holds the Personal Financial Specialist designation and is a Certified Financial Planner.

Three Things You Don’t Know About Me

  • I grew up in Winthrop, Massachusetts.
  • I am an active volunteer in a local parish.
  • I am a former adjunct faculty member.

Business Activities:

Member, American Institute of Certified Public Accountants

Member, AICPA Tax Division’s Tax Practice and Procedures Committee

Member, Partnership Taxation Technical Resource Panel, American Institute of Certified Public Accountants

Member, Past Board Member, &  Past Chair of Tax and Legislation Committee, New Hampshire Society of Certified Public Accountants

Graduate, Leadership Greater Manchester Class of 2013

Volunteer/Service Activities:

Member, Greater Nashua Chamber of Commerce Advocacy Committee

Member, St. Patrick Parish Finance Council

Past Executive Board Member, Boy Scouts of America, Daniel Webster Council

Past Speaking Engagements:

Co-presented “Filing an Administrative Adjustment Request (AAR) Under the Centralized Partnership Audit Regime” at the NHSCPA/NHBA 38th Annual Tax Forum Live Webcast Event (November 20, 2020)

Co-presented “The New Partnership Audit Rules” at the NHSCPA/NHBA 36th Annual Tax Forum in Concord, NH (November 28, 2018)

Co-presented “New Hampshire Entity Taxation Quirks and Conversions” at the NHSCPA/NHBA 35th Annual Tax Forum in Concord, NH (November 30, 2017)

Co-presented “State Tax Update” at the NHSCPA/NHBA 34th Annual Tax Forum in Concord, NH (November 3, 2016)

Co-presented “Minimizing the Taxation of Trusts, Grantors, and Beneficiaries – The New Landscape” at the NHSCPA/NHBA 32nd Annual Tax Forum in Concord, NH (November 14, 2014)

Co-presented “Roth IRA Conversions – New Opportunities Beginning in 2010” at the NHSCPA/NHBA 28th Annual Tax Forum in Concord, NH (November 19, 2010)

Co-presented “New Hampshire’s Non-Conformity to Federal Law: Avoid These Mistakes” at the NHSCPA/NHBA 27th Annual Tax Forum in Concord, NH (November 19, 2009)