Vice President and Tax Partner-In-Charge
In his role as Vice President and Tax Partner-In-Charge, Bill manages the firm’s tax operations, family office group and M&A team. He applies his highly skilled expertise to develop tax saving ideas for our clients’ business challenges. He develops internal standards governing the delivery of tax services to clients and maintains a close pulse on the legislative and regulatory changes impacting our client’s tax positions, both domestically and internationally. This tax capability, combined with many years of experience in business acquisitions and valuation, allows Bill to provide our clients a unique perspective on their M&A deals. Those clients in need of succession planning will find tremendous value and peace of mind in Bill’s depth of knowledge in estate tax planning. As leader of the Family Office Group, Bill brings this wide ranging skill set to bear in a very personal manner and has become a go to Trusted Advisor for our client base.