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Accounting & Audit

Jeremy Milo, J.D., LL.M. – 2018 20 Under 40 Vendor Superstar

Jeremy Milo   LinkedIn 5b808f7ef3cff

Jeremy Milo, J.D., LL.M.

Manager, Client Escalation & Success,
Bloomberg Tax
Arlington, VA

Social Media:

Career Highlights:

As a Client Escalation and Success Manager, Jeremy Milo serves as the liaison between the accounting industry and Bloomberg Tax corporate executives. He believes that communication is key to ensuring that professionals consistently accomplish their objectives. Jeremy has trained Fortune 500 professionals, AV-rated law firms, and top-tier financial services companies to become more proficient in representing their clients through the use of Bloomberg Tax’s technology products. He also serves as an in-house subject matter expert for estate and gift tax matters. His thought leadership has been featured in Bloomberg Tax, CPA Academy and Evaluation Services, Inc. In addition to his corporate experience, Jeremy operates a legal practice emphasizing estate tax planning, business law, and nonprofit governance. Jeremy holds a BBA from the College of William & Mary and law degrees from Howard University School of Law and the University of Miami School of Law.

Favorite books/websites/speakers:

“Make Your Bed: Little Things That Can Change Your Life … And Maybe the World,” by Admiral William H. McRaven.

What websites/magazines do you use to keep up on news of the accounting profession?

Bloomberg Tax, CPA Practice Advisor, CPA Academy, Evaluation Services, Inc., EVP Systems



See more of the 2018 40 Under 40 Honorees, and the 20 Under 40 Vendor Superstars.