Bill has over 30 years of experience as a CPA firm owner and advisor to closely held businesses and their owners. He is known for his knowledge of the tax law and in helping businesses and individuals achieve optimum post tax results. He specializes in preparation of income tax returns for businesses and individuals, while analyzing the tax impact of alternative financial decisions, and planning for the ideal entity choice at the inception of a business.
Bill is the North American Board Chairman of Morison KSi. Morison KSi is an association of independent accounting firms with combined annual revenue in excess of $1B, with members in approximately 90 countries to serve each of our respective client’s needs outside of the USA . Bill has been a resource for SSF clients in finding high caliber accountancy and tax services for businesses or individuals with needs in countries where our affiliates serve.
Bill also guides business owners in developing a succession plan for their business. While some businesses have been successfully transitioned to future generations or third party procurers, Bill has also provided guidance in utilizing an Employee Stock Ownership Trust to purchase the interests of the business owners, all while maintaining continuity among the management team.
Over the years Bill has been very active in many non-profit organizations. He currently serves as chairman of his church’s refugee committee, and on the Board of Directors of the Dominican Foundation.
Other Board’s he serves on are those of the privately owned Fremont Bank and Nationwide Boiler, Inc.
Bill graduated from the University Of Florida College Of Business Administration with a major in accounting. In his spare time, he enjoys spending time with his family including shooting hoops with his adult sons. He is also a long time racquetball player and currently is playing in a league at his health club.
Blog Insights from Bill
Creating a win-win: How employee stock ownership plans provide business owners a competitive advantage and tax savings
Most business owners don’t start a company thinking about the day they’ll retire and leave the company in someone else’s hands. The business they founded is a large part of their identity and their [...]