James Dougal

Chief Executive Officer at CkSum Capital Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US
Languages
  • Spanish -
  • Italian -

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Chris Shihadeh

Jim and I started ZipTax together in 2012 and were able to grow the company to a very respectable level in the first 12 months. The primary reason for this, I believe, is because Jim was laser focused on building an interchangeable system built for growth. He is hands down one of the best foundation builders I know. His entrepreneurial experience (and there's been a lot, trust me) taught me more in a few years than most can learn in a lifetime. As a close friend and confidante, I know Jim is well equipped to handle most any task for most any business.

Nate Cordray

I worked with James on many different advertising/marketing campaigns for his company ZipTax, putting together radio campaigns on ESPN Radio and the USC Football Radio Broadcast. James is a class act guy that I would want to do business with anytime. He is a leader, he gets business, and understands the value of marketing and advertising when you are a successful entrepreneur like he is. James is now a friend and when business is done right, your clients should always turn into a friend.

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Credentials

  • Real Estate Broker
    Bureau Of Real Estate
    Dec, 2004
    - Nov, 2024
  • Accident & Health Agent
    California Department of Insurance
    Oct, 2002
    - Nov, 2024
  • Life Agent
    California Department of Insurance
    Oct, 2002
    - Nov, 2024
  • Property & Casualty Broker
    California Department of Insurance
    Feb, 2006
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Chief Executive Officer
      • Dec 2020 - Present

      Cryptocurrency | Decentralized Finance Manager of a Reg-D investment fund specializing in the alternative and revolutionary asset class of Cryptocurrencies and DeFi (decentralized finance). CkSum invests in a well-researched & diversified portfolio of Cryptocurrencies and DeFi projects, including hard-to-access & early-stage companies. We also manage complex high-yield staking opportunities. The fund is long-term focused and follows a multi-stage investment process which includes identifying key industry trends and selecting high-value currencies, protocols, and companies within those trends. The investment team has deep technical and regulatory knowledge of the industry developed by leading groundbreaking digital currency projects and is anchored by seasoned fund managers. Show less

  • Westend - Costa Mesa
    • Costa Mesa, California, United States
    • Principal | Restaurateur
      • Jan 2023 - Present

      American Kitchen | Globally Inspired. Good Food, Good Cocktails, Good Music, Good Times! Come Join Us - 814 W 19th Street, Costa Mesa CA 92627 American Kitchen | Globally Inspired. Good Food, Good Cocktails, Good Music, Good Times! Come Join Us - 814 W 19th Street, Costa Mesa CA 92627

  • 4X YIELD, LLC
    • United States
    • Manager of Investment Club
      • Apr 2022 - Present

      4X YIELD invests in Foreign Exchange currencies utilizing cutting edge analytical tools to help optimize performance, along with experienced FOREX traders. The Fund continues to build a diversified portfolio, while offering investors a safe & secure means to participate in an extremely high-performing asset class. 4X YIELD invests in Foreign Exchange currencies utilizing cutting edge analytical tools to help optimize performance, along with experienced FOREX traders. The Fund continues to build a diversified portfolio, while offering investors a safe & secure means to participate in an extremely high-performing asset class.

    • Principal
      • Dec 2022 - Present

      Connecting Americans in need with qualified Debt Relief services. We offer qualified live calls with consumers looking for Debt Relief. Connecting Americans in need with qualified Debt Relief services. We offer qualified live calls with consumers looking for Debt Relief.

    • United States
    • Real Estate
    • Real Estate Broker & Investor
      • Dec 2004 - Present

      Residential Real Estate Brokerage, specializing in the coastal communities of Southern California, from San Clemente to Seal Beach (including Dana Point, Laguna Beach, Newport Beach, Huntington Beach, Sunset Beach and Surfside) Our services include: Sales, Rentals, Management, Investments, and Loans. Foreclosures, Short Sales, REO's. Dougal has also operated several Real Estate related investor projects and funds, such as EagleEye Real Estate Investments. These projects have ranged from Single Family Residences, Multi-Family, or Commercial properties and have included Rehabs, Flips, Buy & Hold Rentals all throughout the United States in targeted, high-growth markets. EagleEye targeted affordable and high quality properties across America. Our concept on a flip is to ‘buy low, sell low’ to allow for maximum profit and flexibility to the end investor after our team has acquired and rehabbed the target property. Other investor groups looking for a passive income have retained EagleEye for our ability to buy low, rehab with quality and affordable products, market and secure quality long-term tenants, while retaining reputable and diligent property management; to net a maximum monthly ROI with future growth and appreciation in mind. Some investors seek quick profits and returns, while others are looking to build wealth. EagleEye looks to utilize our team’s expertise and strategies in real estate to accomplish the goals of each individual investor. We build long-term investor retention by providing quality properties, open lines of communication, and profitable outcomes. Show less

    • United States
    • Insurance
    • Insurance Broker
      • Aug 2002 - Jul 2023

      National insurance agency specializing in Life & Health insurance for Individuals, as well as a strong presence to assist small businesses with their Group benefits. Dougal has developed and launched a number of other National brands for various insurance products. In 2005, launched Legacy One Insurance Services, available in all 50 States, to revolutionize the process of quoting and enrolling in Term Life Insurance. Legacy One became a well-recognized brand throughout the USA for Individuals seeking life insurance coverage. In 2006, Future Insurance Services was launched for Health insurance, with a similar concept of improving efficiencies and availability to consumers in all 50 States. Show less

    • United States
    • Accounting
    • 1 - 100 Employee
    • Chief Executive Officer
      • Aug 1999 - Dec 2022

      After graduating law school with an emphasis in Taxation Law, Dougal developed a niche practice area helping taxpayers resolve their tax issues and allowing them a fresh start. Beginning in 1999 with American Tax Resolution through the current day with MyTax Support; Dougal has helped tens of thousands of Americans through multiple tax firms. Currently, MyTax is the premier tax defense firm throughout the United States. The company continues to assist individuals and business owners with complex legal issues surrounding their tax matters. MyTax helps taxpayers resolve their tax issues, such as: Negotiating Back Taxes (Offer-in-Compromise), Bank Levies, Wage Garnishments, Liens Released, Penalty Abatement/Reduction, Settle Payroll Taxes and other complex Business tax matters. MyTax has become the trusted source for other Attorneys, CPA's & professionals all over the United States to service & support their clients with specified tax negotiations. Our staff includes Attorneys, CPA's, Accountants, Enrolled Agents, Tax Preparers, and other highly trained and experienced Tax Professionals. Dougal has been on the cutting edge of the tax resolution community, using his tax & legal experience to positively shape the industry. He has been sought out to develop a number of well-recognized tax companies throughout the USA, with such projects as: ZipTax, Consumer Tax Relief, Truck Driver Tax Help, TaxXHelpers, and American Tax Resolution. Show less

    • United States
    • Financial Services
    • Business Consultant
      • Sep 1992 - Dec 2020

      Consulting firm for small to medium entities since 1992. Helping entrepreneurs with the formation of business entities, business planning, and preparing cash flow projections. Strong expertise with marketing strategies including direct mail, social media & lead-generation, radio & TV productions, and call center campaigns. Other consulting areas included: start-up, expansion, marketing, management, and e-commerce. The firm also guided businesses in need of management and operational consulting, such as organizational restructuring, professional / staff training, and business strategy. Currently, the firm operates as Victory Financial Solutions. However, Dougal has also operated his consulting services under the firms Southern California Consultants, Dougal Enterprises, LLC, and D4 Consulting, Inc. Show less

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Managing Partner
      • Feb 2008 - Sep 2010

      National law firm specializing in Bankruptcy and Debt solutions. Dedicated to providing customized financial solutions for each client, Contego Law helped hundreds of thousands of individuals get out of debt and back on their feet to regain control of their finances. National law firm specializing in Bankruptcy and Debt solutions. Dedicated to providing customized financial solutions for each client, Contego Law helped hundreds of thousands of individuals get out of debt and back on their feet to regain control of their finances.

    • President, CEO
      • Jan 2001 - Aug 2004

      Newport Surgical specialized in the development of surgery centers and medical practices. Including real estate development, land acquisition, physician placement, operations setup and practice management; including the fulfillment servicing of all medical equipment. Also specialized in asset liquidation throughout Bankruptcy proceedings. Primary deal was with KPC, Friendly Hills, and Caremark facilities (over 65 medical facilities) including medical equipment, telecom, computers, motor vehicles, and real estate. Show less

  • Twenty-Eighth Street Publishing
    • Greater Los Angeles Area
    • Principal
      • Aug 1993 - Dec 2000

      Once a college-based magazine with 3 separately branded publications, expanded into full-scale National publishing company. Circulation in excess of 60,000 monthly of our free college lifestyle magazine. Publications also included phone directories, yearbooks, and complete travel packages for college students. Sales and marketing of ad space in Los Angeles and Orange County for all magazine, directory, and yearbook accounts. Once a college-based magazine with 3 separately branded publications, expanded into full-scale National publishing company. Circulation in excess of 60,000 monthly of our free college lifestyle magazine. Publications also included phone directories, yearbooks, and complete travel packages for college students. Sales and marketing of ad space in Los Angeles and Orange County for all magazine, directory, and yearbook accounts.

  • O.C. District Attorney's Office
    • Orange County, California Area
    • Certified Law Clerk
      • Jan 1998 - Apr 1999

      Worked in the Juvenile Section / Anti-Gang Division as a Certified Law Clerk. Gained courtroom experience in arguing and responding to motions. Conducted various research projects, prepared discovery, drafted motions, pleas, and responses. Duties frequently involved working closely with the Deputy DA’s and the Gang Suppression Unit. Worked in the Juvenile Section / Anti-Gang Division as a Certified Law Clerk. Gained courtroom experience in arguing and responding to motions. Conducted various research projects, prepared discovery, drafted motions, pleas, and responses. Duties frequently involved working closely with the Deputy DA’s and the Gang Suppression Unit.

    • Intern
      • Aug 1996 - May 1997

      Community Relations for the Governor Pete Wilson Community Relations for the Governor Pete Wilson

  • Limousine Express
    • Cypress, CA and Newport Beach, CA
    • President / Operator
      • Aug 1994 - May 1997

      Limousine Express operated as a multi-faceted Livery service with a fleet of 22 vehicles including Lincoln Towncar sedans and stretches, as well as other exotic stretch limousines. Also operated airport service with luxury TownCar sedans and party services with our specialized buses. Service for events, parties, concerts, weddings, and airport transportation. Developed unique packages in conjunction with helicopter and yacht charters to combine for a luxury travel experience. Also provided service for all the major award shows, including the Oscars, the Grammys, BET Awards, and others. Taxi Express as our Cab division. We competed against the giants of Yellow Cab, long before the revolution of Uber & Lyft. We had a fleet of 19 taxis, servicing North Orange County (fleet of 5), South Orange County (fleet of 8), Crestline & Arrowhead areas (fleet of 2), and Lake Havasu City (fleet of 4). Show less

Education

  • University of Southern California
    Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
    1992 - 1994
  • Chapman University Fowler School of Law
    Doctor of Law (JD), Tax Law/Taxation
    1996 - 1999
  • San Diego State University-California State University
    Business Administration and Management, General
    1989 - 1991
  • Pepperdine University School of Law
    Law
    1999 - 1999

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