Julia Willison, CPA

 

BIO

Ms. Willison, CPA, works effectively across global networks and with client advisors to develop and implement key planning and business strategies for high-net-worth clients and businesses. Her knowledge and understanding of the changing landscape of tax reform enables her to manage all aspects of a clients needs including income tax, wealth transfer, and estate planning. She has successfully represented clients resolving IRS and State tax controversies.

EDUCATION

Ms. Willison graduated from Wayne State University, Detroit, Michigan with a Bachelor of Business Administration, cum laude, in Accounting.

BUSINESS & PROFESSIONAL AFFILIATION

  • Member, American Institute of Certified Public Accountants 

  • Michigan Association of Certified Public Accountants 

  • Michigan Women’s Tax Association

  • MANA, A National Latina Organization.