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Former bank CFO and current bank treasurer. Experience in public accounting and personal financial planning. CPA and CFP(r). Over 30 years of experience in the world of practical financial affairs. Advice limited to personal financial planning excluding investment advisory services.

Professional Licenses
Certified Public Accountant (CPA) Virginia State Licensure #6999; Certified Public Accountant (CPA) Tennessee State Licensure #6433 - Inactive;

35 Years of Work Experience


University of Virginia - Bachelor of Science in Commerce With Distinction, Finance; University of Virginia (Darden Graduate School) - Master of Business Administration (MBA)

Question answered by William

I now realize that I was suppose to collect sales tax for certain services that I was performing for my business. Our... read on

I want to exercise employee options and then transfer them to my nephew. My nephew will be purchasing them. Since the transfer of... read on

If I exercise and hold ISO options and my bargain element is $5000 and I earn ~$100,000, would I be a likely candidate... read on

I have common stock I purchased for my then minor daughter that I want to give to her now that she is an... read on

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