James Philbin is a managing director at CBIZ, where they leverage over 30 years of experience in accounting, tax, and business consulting. A CPA and financial advisor, James has held significant roles including partner at Marcum LLP and Braver PC, as well as executive vice president at Braver Wealth Management LLC. They possess a Master's Degree in Taxation from Bentley University and a Bachelor's Degree in Accounting and Economics from Boston College. Known for their expertise in tax planning and financial advising, James assists organizations and families in navigating their business and financial needs.
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