Bill is the partner-in-charge of HCVT’s employee benefit plan audit practice, which annually performs over 300 plan audits. Bill’s practice is solely the auditing of benefit plans. He has over 30 years of experience and his clients range from middle-market public and private companies to global public concerns with significant plan assets. Bill brings a unique perspective to his engagements as having served in private industry as a chief financial and administrative officer of a privately-held company and a chief accounting officer and vice president controller of a publicly held company. He also served as a plan trustee and administrator. This experience provides Bill a balanced perspective addressing the needs of his clients. He understands and is focused on assisting plan sponsors with compliance related issues.
Bill began his career in public accounting at KPMG LLP. Bill is considered an industry thought leader and has been a guest speaker addressing benefit plan auditing issues at various industry organizations, including the CPA Foundation, California Society of Certified Public Accountants, National Institute of Pension Administrators, and the American Society of Pension Professionals and Actuaries. Bill graduated with honors from California State University, Northridge with a bachelor’s degree in accounting and finance. Bill also serves on the board of directors of the Los Angeles Chapter of NIPA. Bill has a pilot’s license and participates in aerobatic competition.
California Landscape Companies
Insurance Auto Auctions
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
National Institution of Pension Administrators, board member
Practice Area & Specialization
Credentials and Certifications
BS, Accounting and Finance, California State University, Northridge, with honors