Convergence of Global Sustainability Standards Reinforces Importance of ESG InitiativesRead More
During his career, Bill Sutton has developed extensive expertise in specialized proactive advice to privately held companies and individuals. Bill has more than twenty-eight years of experience in accounting, specializing in tax laws and retirement planning related to closely held businesses and their families.
Bill performs audits of qualified plans and plans trust and participant accounting. He provides discrimination and top-heavy testing and computations of deductible contribution limits and consults on plan qualification failures. He also provides tax consulting and compliance in connection with closely held businesses. In addition, Bill reviews and interprets plan documents and resolves prohibited transactions, and represents clients for IRS and DOL audits and inquiries.