Our People

Bill manages the firm’s retirement plan administration and consulting practice. His experience includes designing retirement plans, assisting clients to develop and improve information reporting systems and interfaces, conducting compliance reviews, representing clients involved in correction programs with the Internal Revenue Service and the Department of Labor, providing litigation support and managing complex compliance and non discrimination assignments. He has served sponsors of both small plans and large plans in a broad array of industries.

Bill is the principal contact for many clients engaged in business in the United States and foreign countries that require financial reporting, income tax compliance and consulting services. Bill has been with Gilliam Bell Moser since 1985.

Education

• BS, cum laude – Elon University

Affiliations

• Allinial Global
• American Institute of Certified Public Accountants (AICPA)
• North Carolina Association of Certified Public Accountants (NCACPA)

Community Involvement

• Department of Accounting and Finance, Martha and Spencer Love School of Business, Elon University – Board of Advisors

Personal Background

When Bill is away from the office, he enjoys running, golfing and exploring the Caribbean.