Bill is a director with Baker Tilly in the private wealth practice. With more than 20 years of experience working with affluent clients, families and business owners, Bill brings extensive knowledge in estate planning, business planning, retirement planning, financial planning, life insurance and investments.
- Specializes in consulting with affluent clients, families and business owners on comprehensive planning
- Reviews existing estate, business and financial planning documents to provide an easy-to-understand summary of a client’s current state of planning
- Conducts fact-finding with clients and develops solutions integrating estate, business, retirement, income tax and financial planning into a holistic plan
- Prepares customized output for clients illustrating planning scenarios
- Collaborates with outside advisors and other Baker Tilly experts to analyze proposed planning solutions and ensure that a client’s needs are met
- Deep insurance and investment solutions prowess for individuals, families and businesses
- Assists the client and outside experts in ensuring that the proper steps are taken to implement the client’s plan including ongoing check-ins
- Thought leader for Baker Tilly private wealth including wealth transfer, financial planning and family office solutions
- Co-leads Baker Tilly Estate Planning Council
- Wisconsin State Bar (Admitted 2000)
- Michigan State Bar (Admitted 2003)
- Family Office Exchange (FOX) Thought Leaders Council™, Member
- Milwaukee Estate Planning Forum
- Certified Financial Planners (CFP®) Board
- Certified Financial Planner®
- Charted Life Underwriter®
Participated in the following speaking engagements:
- “A Value Architect approach to wealth management,” Tax Summit, Baker Tilly, November 2022
- “Protecting Your Wealth,” Insights Live – Fidelity Investments, March 2022
- “Insurance planning,” Baker Tilly Wealth Management, LLC, February 2022
- “Charitable planning,” Baker Tilly Wealth Management, LLC, November 2021
Contributed to the following recent articles:
- “Give it away now? The sunset of the gift and estate tax exemption is around the corner,” April 2023
- “Proposed regulations would, ‘claw back’ gift tax exemption for certain gifts, April 2023
- “State income tax planning with ING trusts,” April 2023
- “Executive compensation: equity compensation continuum,” February 2023
- “The basics of estate planning: An easy-to-understand introduction to protecting your assets and ensuring your legacy,” November 2022
- Supercharge the sole of your business with a charitable reminder trust,” October 2022
- “Strategies to protect and grow a portfolio, even in a recession,” August 2022
- “Volatile economic signals present opportunity for beneficial re-evaluation of estate and business plans,” May 2022
- “Options for funding a buy-sell agreement: the case for life insurance,” March 2022
- “Managing your inheritance: An easy-to-understand guide for younger generations,” January 2022
Location
Milwaukee, WI
Education
Juris Doctor
Marquette University Law School (Milwaukee)
Bachelor of Arts
University of Wisconsin–Madison
