Naomi serves as the Private Client Services Practice Leader nationally for CBIZ. She focuses on being an innovative leader while providing advisory services to individuals and business leaders on estate, fiduciary, gift, business and personal tax planning matters. Naomi has served as an advisor to senior-level executives of publicly traded and privately held companies on income tax, estate and gift planning, trust taxation and implementation, options, personal financial planning, cash flow analysis and retirement planning. She has also successfully represented clients in IRS Audits and Tax Controversies.