James Magner

Jim Magner serves as the Advanced & Tax Strategy Consultant for The Strategic Business Planner, bringing an unparalleled level of regulatory and structural authority to the team's sophisticated planning initiatives.

Jim’s career is anchored by elite-level public and private service. He previously served as an Attorney Advisor within the Internal Revenue Service (IRS) Office of Chief Counsel in Washington, D.C. In this highly specialized role, Jim was directly responsible for authoring public and private letter rulings governing complex estate, gift, generation-skipping transfer (GST) tax, and charitable remainder trust architectures.

Today, as an advanced planning consultant for The Guardian Life Insurance Company of America, Jim collaborates with The Strategic Business Planner to deliver structural insulation strategies. His perspective helps to ensure that high-net-worth clients and business owners navigate multi-generational wealth preservation with technical precision and regulatory alignment.