William E. Philbrick, CPA/ABV, MST, CVA, CFF - Senior Vice President

Expertise:
• Business valuation

• Forensic Services
• International tax and business issues
• Mergers and acquisitions
• Tax consulting
• Tax controversies
• Consulting and advisory services for closely held businesses

When dealing with any tax issue, it helps to have an understanding of the Internal Revenue Service. Bill has a better understanding than most. That's because his more than 34 years of tax experience include 12 years with the IRS. Serving in positions ranging from Internal Revenue Agent to Chief of Examination, Andover Service Center, he learned that "there is no such thing as a 'small' taxpayer."

Bill serves as the firm's Tax Director and Director of Forensic & Valuation Services. He is also the contact partner for the firm's association with JHI.

Bill frequently speaks before professional groups on tax and related matters, and he has authored numerous articles on taxation.

He enjoys solving problems with his wide variety of gadgets, boating on the "Irish Diamond," photography, home improvements, and Cape Cod beach walks with his wife, Martha, his children and grandchildren.

Civic Activities:
• Massachusetts Association of Public Accountants, Vice Chairman Annual Tax Conference Planning Committee
• Massachusetts Society of Certified Public Accountants, Board of Directors (former), Federal Taxation Committee (former chair), Public Relations Committee, Speakers and Writers Bureau
• Bentley University Graduate School, Tax Advisory Board
• United Way of Greater Worcester
• American Cancer Society

Previous:
• IRS Regional Commissioner’s Advisory Group
• Worcester Regional Chamber of Commerce, Chairman, International Trade Committee
• American Institute of Certified Public Accountants, Tax Policy and Simplification Committee, Tax Policy and Planning Committee
• American Red Cross, Chapter Chairman

Memberships:
• American Institute of Certified Public Accountants, Federal Tax Division, Information Technology Division
• Massachusetts Society of Certified Public Accountants
• National Association of Certified Valuation Analysts (NACVA®)
• Center for International Tax Education

• Association of Certified Fraud Examiners

• Worcester Economics Club

Education:
• BS, BA, Salem State College
• MST, Bentley University
• NACVA®’s Certified Valuation Analyst (CVA) Training Center
• Advanced professional certification, Bentley College

• AICPA Certified Financial Forensics (CFF)

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