Bill is a Managing Director for CBIZ MHM’s National Tax Office. He has more than 30 years of experience in both the public and private sectors includes five years in the office of General Counsel at Deloitte & Touche LLP, where he was responsible for all aspects of the firm’s tax practice; five years as a tax lawyer for the Department of Justice in Washington, DC; and 12 years in private practice in San Francisco, representing businesses of all sizes and high wealth individuals in developing and implementing tax strategies or negotiating with the IRS in Tax Court or administratively.
Bill assumed his current position more than 15 years ago. In this role, he consults nationally on a broad range of tax services, including foreign and domestic transactional tax planning for corporations, partnerships, LLCs and individuals, such as mergers and acquisitions, domestic and international restructuring of businesses and investments, and negotiating partnership and other transactions. He is frequently interviewed and quoted in media sources, including the Wall Street Journal, New York Times, Washington Post, MSNBC, Fox TV and many others. He is a frequent speaker at national conferences and serves as a testifying expert in the area of accountants' professional duties and ethical obligations.
J.D., Florida State University School of Law
B.S., University of Florida
- American Bar Association, Tax Section
- State Bar of Florida
- State Bar of California
- Kreston International
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