John Wilmot is a Managing Director at CBIZ, where they specialize in sophisticated tax planning for individuals, family partnerships, private foundations, and family trusts. They began their career at Rooney, Plotkin & Willey as a Partner in 1980, later becoming a Shareholder at Tofias PC before the firm joined CBIZ in 2008. John earned a BS in Business Administration with a focus on Accounting and a Master's in Taxation from Bryant University.
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