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James E. Schaefer

jim.schaefer@lavalley-law.com

Jim is committed to his clients and provides confident and exemplary legal advice. Jim is dedicate to community service and has served as the business, professional, and charitable communities as a board member and officer for organizations including Harbor Behavioral Healthcare, Leadership Toledo, Toledo Hearing and Speech Center, and the Toledo Chamber of Commerce. Jim has also served as a CYO basketball coach for many years and was honored in 2007 with its Veteran Coach Award.

With ten years of experience as a CPA at an international accounting firm in addition to his legal education and experience, Jim has a broad knowledge of the various business, tax, and legal issues facing businesses of all sizes and their owners, covering all areas of the firm’s practice.

Jim Schaefer received his Juris Doctor from the University of Toledo College of Law in 1982 and received his Bachelor of Science in Business Administration from John Carroll University in 1979. He is admitted to practice law in Ohio and before the United States Tax Court and is a member of the Toledo and Ohio State Bar Associations, the Ohio Society and American Institute of CPAs, as well as the Toledo Estate Planning Council.

Jim is also committed to community service and has served business, professional, and charitable communities as a board member and officer for organizations for many years now.

Civic Activities

  • Heartbeat of Toledo Board Member, 2010-2013
  • Sylvania Country Club President, VP,Secretary, Director, 2010-2013
    • Chairman for Long-Term Planning Committee, 2012-present
  • Harbor Foundation Board Member, 2007-2009
  • Harbor Behavioral Healthcare President/Treasurer/Board Member, 2001-2007
  • Community Coalition for Effective Education Board member (1990-1996)
    • Chairman, 1994-1996
  • Toledo Area Chamber of Commerce
    • Vice Chairman for Education and Member of Executive Committee, 1993-1995
  • Toledo Hearing and Speech Center Board Member, 1992-1995
    • Treasurer, Chairman of Finance Committee
  • Leadership Toledo Board of Trustees, 1988-1991
    • Graduate, 1984

Professional Seminar Instruction Experience:

  • Toledo Bar Association, Miscellaneous Limited Liability Company Issues and Topics, 1998
  • Ohio Society of CPAs, Seminar on Succession Planning for Closely Held Companies, 1997
  • Toledo Bar Association, Taxation of Intangibles, 1993
  • Ohio Society of CPAs, State and Local Tax Update, 1985
  • Seminar Instruction at Arthur Andersen’s worldwide training center at St. Charles, Illinois on various tax and business topics, 1984-1992

Certifications

Certified Public Accountant, Ohio, 1983

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