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Expertise:
Business valuation
International tax and business issues
Mergers and acquisitions
Tax consulting
Tax controversies
Consulting and advisory services for closely held businesses
When dealing with any tax issue, it helps to have an understanding of the Internal Revenue Service. Bill has a better understanding than most. That's because his more than 34 years of tax experience include 12 years with the IRS. Serving in positions ranging from Internal Revenue Agent to Chief of Examination, Andover Service Center, he learned that "there is no such thing as a 'small' taxpayer."
Bill serves as the firm's Tax Director and Director of Valuation Services. He is also the contact partner for the firm's association with JHI.
Bill frequently speaks before professional groups on tax and related matters, and he has authored numerous articles on taxation.
He enjoys solving problems with his wide variety of gadgets, boating on the "Irish Diamond," photography, home improvements, and Cape Cod beach walks with his wife, Martha, his children and grandchildren.
Civic Activities:
Massachusetts Association of Public Accountants, Annual Tax Conference Planning Committee
Massachusetts Society of Certified Public Accountants, Board of Directors (former), Federal Taxation Committee (former chair), Public Relations Committee, Speakers and Writers Bureau
Bentley College Graduate School, Tax Advisory Board
United Way of Greater Worcester
American Cancer Society
Previous:
IRS Regional Commissioner's Advisory Group
Worcester Regional Chamber of Commerce, Chairman, International Trade Committee
American Institute of Certified Public Accountants, Tax Policy and Simplification Committee, Tax Policy and Planning Committee
American Red Cross, Chapter Chairman
Memberships:
American Institute of Certified Public Accountants, Federal Tax Division, Information Technology Division
Massachusetts Society of Certified Public Accountants
National Association of Certified Valuation Analysts (NACVA®)
Center for International Tax Education
Center for Economic and Industrial Research
Association of Certified Fraud Examiners
Worcester Economics Club
AdClub of Greater Worcester
Education:
BS, BA, Salem State College
MST, Bentley College
NACVA®'s Certified Valuation Analyst (CVA) Training Center
Advanced professional certification, Bentley College
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