Bill Pace has over 29 years of experience in tax practice. He advises high net worth individuals and families and their closely held businesses and family offices and on wealth and financial planning, income tax planning and compliance, succession planning and strategic planning. His focus is on integrating business, financial and personal objectives of families and business owners.

Bill has extensive experience with:

• Individual income tax planning and compliance
• Estate planning
• Partnership and S corporation income tax matters
• Charitable giving strategies, including private foundations
• Family office establishment and operation
• Fiduciary income taxation

Bill serves private companies in a variety of industries, including real estate, financial services, manufacturing and distribution.

Before joining WTAS, Bill was a tax partner in an international professional services firm, where he served in leadership positions in the firm’s Private Client Services Practice.

Bill is a frequent speaker on business, tax and estate planning topics, and is a co-author of the treatise Tax Economics of Charitable Giving.