William is a director with Baker Tilly in the private wealth practice. With more than 20 years of experience working with affluent clients, families and business owners, Bill brings extensive knowledge in estate planning, business planning, retirement planning, financial planning, life insurance and investments.
- Specializes in consulting with affluent clients, families and business owners on comprehensive planning
- Reviews existing estate, business and financial planning documents to provide an easy-to-understand summary of a client’s current state of planning
- Conducts fact-finding with clients and develops solutions integrating estate, business, retirement, income tax and financial planning into a holistic plan
- Prepares customized output for clients illustrating planning scenarios
- Collaborates with outside advisors and other Baker Tilly experts to analyze proposed planning solutions and ensure that a client’s needs are met
- Deep expertise in exit planning and business succession for owners of closely held businesses
- Deep insurance and investment solutions for individuals, families and businesses
- Assists the client and outside experts in ensuring that the proper steps are taken to implement the client’s plan including ongoing check-ins
- Thought leader for Baker Tilly Private Wealth including wealth transfer, financial planning and family office solutions
- Co-leads Baker Tilly Legacy Planning
- Wisconsin State Bar (Admitted 2000)
- Milwaukee Estate Planning Forum
- The Corporate Transparency Act: what you need to know in 2025
- The ABC’s of making gifts: what clients need to know
- Give it away now? The sunset of the gift and estate tax exemption is around the corner
- TCJA sunsets: Why financial planning is critical for your estate
- The day after: What to do with redemption agreements funded with life insurance after the Supreme Court’s decision in Connelly
- Actionable federal tax insights for individuals and private wealth in 2024 – Tax Strategy Playbook
- The Corporate Transparency Act: What you need to know now
- Making the unexpected, expected
- California eliminates ING trust planning strategy for California residents
- IRS: No basis step-up at death for irrevocable grantor trust assets
- Proposed regulations would “claw back” gift tax exemption for certain gifts
- State income tax planning with ING trusts
- Executive compensation: equity compensation continuum
- The basics of estate planning
- Supercharge the sale of your business with a charitable remainder trust
- Strategies to protect and grow a high-net-worth portfolio, even in a recession
- Volatile economic signals present opportunity for beneficial re-evaluation of estate and business plans
- Options for funding a buy-sell agreement: the case for life insurance
- Managing your inheritance
- Certified Financial Planner®
- Charted Life Underwriter®
