William (Bill) Hall III is a speaker and an educator. Bill has spent over 38 years in the financial services industry. He has helped hundreds of advisors to grow their businesses utilizing comprehensive tax strategies and has helped over 500 clients to reduce their taxes. Of those clients, many saw significant tax reductions in the hundreds of thousands of dollars.

The National Association of Life Underwriters presented Bill with Top of the Table status for the many years he was in private practice. Bill helps the affluent and ultra-wealthy to focus first on advanced tax strategies that can’t be found on Main Street, not financial or insurance products. Bill has worked hard over the years to gain strategic partnerships with some of the top CPA firms in the country. Today, Bill and his team of CPAs have saved wall street companies and small business owners over $1 billion dollars in taxes.

Bill’s mission is to educate business owners and CPAs on the importance of tax planning. There is never a conflict of interest for CPAs to work with our existing CPAs because tax planning and tax preparation/accounting are simply two different professions, no different than an engineer and an architect designing a building. By the very nature of their profession, CPA firms that specialize in tax prep and accounting can’t specialize in high level tax design.