CPA and business and tax consultant with broad background in all aspects of taxes, accounting, financial and wealth management. Experience and proactive, innovative planning skills serve businesses and individuals in many areas including real estate planning, business acquistions and sales, estate, wealth and legacy planning and strategic business planning.
William currently serves as President of The North County Estate Planning Council - San Diego: http://ncepc-sd.org/
Specialties: Tax Expert: all areas of income and estate & gift tax planning; compliance services Business Acquisition & Sales Planning, including value optimization, structure, and due diligence Real Estate Planning Estate and Legacy Planning Wealth Planning Business Succession Planning
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