Bill has over 23 years of financial and tax experience with closely-held businesses and high net-worth individuals. Bill is a CPA and a PFS, who graduated from Suffolk University, cum laude, with a degree in Accounting, and also holds a Master’s Degree in Taxation from Suffolk University. Bill has his Series 7, 6, 65 and 63 registrations. He is a member of the Tax and PFP sections of the AICPA and a member of the Massachusetts Society of CPA’s.