BILL SUTTON

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Bill Sutton has nearly 30 years of experience with a deep focus on tax laws and strategies. Bill’s proficiency extends to auditing qualified plans, ensuring compliance with complex regulatory requirements, and designing and implementing effective retirement plans.

His skills in discrimination testing, trust accounting, and the computation of deductible contributions are complemented by his capability to navigate IRS and Department of Labor audits and inquiries efficiently. Bill’s comprehensive approach also covers resolution of prohibited transactions and form 5500 and excise tax compliance, ensuring that all facets of retirement planning and tax compliance are addressed. Moreover, his guidance is crucial in handling plan qualification failures and providing distribution consulting, which underscores his holistic approach to client service.

Certifications

• Licensed CPA in Missouri
• Qualified Pension Administrator
• Certified Pension Consultant