Bill's clients repeatedly say he has the ability to explain things to them in words they understand. He believes in the firm's overriding philosophy that communication is the most important part of our business. Technical expertise is a given; using it for the clients' benefit an imperative and explaining it, the overriding objective.
Bill's special interests are in the areas of wealth transfer, estate planning and business succession planning. His professional style reflects these interests. He is an Accredited Estate Planner. He has served as President of the Pinellas County Estate Planning Council; served as the Chairman of the Florida CPAs' Estate Planning Conference and spoken to many professional groups on estate planning subjects.
Bill's community involvement includes service as a trustee of a local hospital, director of a community bank and board member of two charitable organizations' foundation. He is also very active in his Rotary Club's support of Belleair Elementary School.