Bill works with both individual and corporate clients on federal income tax issues, business valuation matters, and litigation support. A professional business valuator with more than 25 years of experience, he assists clients with valuations of closely held stock and partnership interests. Bill also holds a law degree and is a certified mediator, allowing him to offer clients alternatives to litigation through mediation. His areas of concentration include:
- general tax compliance for individuals, partnerships, and corporations,
- as well as estates and trusts
- business valuations for income, estate, and gift tax purposes
- ESOPs and stock based compensation arrangements
- divorce proceedings
- buy/sell agreements
- transactions and shareholder disputes
- medical groups and physician practices – formation, operation, and dissolution
- professionals and professional service firms
- litigation support services, including analysis of economic damages and lost profit calculations
Certifications
- Certified Public Accountant (CPA), Texas
- Licensed attorney (inactive), Texas
- Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants
- Certified in Financial Forensics (CFF), American Institute of Certified Public Accountants
- Accredited Senior Appraiser (ASA), American Society of Appraisers
- Certified Business Appraiser (CBA), Institute of Business Appraisers
- Certified in Mediation Skills, American Arbitration Association
Education
- JD, Tulane University Law School, 1982
- MBA, Accounting/Finance, Tulane University, 1979
- BA, Economics, Tulane University, 1978
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants – Dallas Chapter (Member)
- Dallas Bar Association (Member, Tax and Probate Sections)
- Institute of Business Appraisers (Member)
- American Society of Appraisers (Member, DFW Chapter)
- Hope Cottage (President, Board of Directors)
