Bill holds a Juris Doctorate degree with law review status from the University of Akron School of Law and a specialty designation of Personal Financial Specialists in financial planning from the American Institute of CPAs. He has been an instructor for the University of California at Riverside in the Certificated Financial Planning Program and has presented numerous lectures, workshops, and presentations on accounting, tax, business, and financial planning topics to groups including the American Medical Association and similar organizations. He has been featured in Accounting Today and is a Five Star Award recipient listed in Palm Springs Life.