Well Wishes for Jim Barrett

June 10, 2020

The MBK family wanted to take a moment to send our well wishes to Jim Barrett, Managing Partner, who has taken a medical leave to handle some health challenges. 

As Jim navigates treatment,  we wanted to ensure him and his clients that the team at MBK  is here to support.  Clients will continue to receive the highest level of service while Jim takes time away from the office to focus on his health.  We wish Jim a speedy recovery and can’t wait to welcome him back to the office.  

– The MBK Family

This material is generic in nature. Before relying on the material in any important matter, users should note date of publication and carefully evaluate its accuracy, currency, completeness, and relevance for their purposes, and should obtain any appropriate professional advice relevant to their particular circumstances.

Share Post:

By Meyers Brothers Kalicka June 16, 2026
Not every transaction between a disqualified person and a nonprofit is necessarily prohibited under excess benefit transaction rules.
By Meyers Brothers Kalicka June 15, 2026
Tax Tip: Heirs don’t have to report inheritances to the IRS. However, an estate’s executor must file a final income tax return for the deceased person and, if the estate is large enough, must file an estate tax return and pay estate taxes.
By Katrina Arona June 10, 2026
Selling appreciated real estate can trigger significant taxes that reduce reinvestment opportunities.
Show More