James Barnett
- Role
- CBIZ Advisory Services
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
Experience
Present
Skills
- Tax Preparation
- Wealth
- Insurance
- High Net Worth Individuals
- Estate Tax Planning
- Estate Planning
- Financial Services
- Financial Planning
- Income Tax
- Trusts
- Tax
- Securities
- Corporate Tax
- Tax Accounting
- Cpa
- Strategic Financial Planning
- Financial Analysis
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