Bill has had extensive experience in all aspects of income taxation including tax and estate planning. His wealth of knowledge and expertise allows him to provide insightful business advice to our clients across all industries. In addition to providing tax and advisory services, Bill is an experienced forensic accountant and expert witness.
- Significant experience in income taxation including tax planning related to the sale of an asset
- Knowledgeable in leading edge estate planning techniques
- Advises clients in projecting future operations, analysis of investment opportunities and obtaining financing
- Serves as an expert witness and gives testimony on accountant’s negligence, analysis of lost profits, partnership allocation issues, estate tax matters, business valuations, effective tax rates, fraud claims and more
- Testified in California Superior Court, U.S. District Court, and U.S. Court of Federal Claims
- Served as court-appointed referee on accounting matters
- Has worked in audit and tax departments and participates in specialized industry groups for real estate, financial institutions and not-for-profits
- FINRA Series 65 license holder
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Former Board Member of the Association of Certified Fraud Examiners, Los Angeles chapter
- Has authored publications on the use of tax returns to understand a business, tax planning in business acquisitions and other tax matters
- Lectured extensively on income taxation, fraud prevention and family law matters, including presentations to the American Academy of Matrimonial Attorneys, American Bar Association, the Beverly Hills Bar and the Burbank Bar
Location
Woodland Hills, CA
Education
Master of Business Administration
Bachelor of Business Administration
University of Southern California (Los Angeles, California)