LICENSED IN:
Texas
NASD/FINRA Series 7
NASD/FINRA Series 66
EDUCATION:
Texas Tech University
Bachelors of Business Administration, Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Bill’s responsibilities include financial advisory services, general business consulting, strategic planning, succession planning and assurance services. Mr. Walsh advises business owners and high net-worth individuals regarding wealth building and protection strategies. Mr. Walsh is a registered financial advisor.
Wealth Management
Family Owned Businesses
Entrepreneurial Businesses
Baylor University Accounting & Law Advisory Council—Board Member
Heartlight Ministries Foundation, supports a nonprofit residential counseling facility for teenagers—Board Chairman
American Institute of Certified Public Accountants (AICPA)—Member
Texas Society of Certified Public Accountants (TSCPA)—Member
Financial Planning Association—Member
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Part of being a most trusted advisor is taking the time to look at the big picture.
Accounting & Consulting
Assurance Services
Estate, Gift & Trust
International Tax
Financial Advisors
Tax Services
State & Local Tax
Tackle Tax Planning Challenges Head On
Tax planning continues to be challenging for businesses. Several valuable tax breaks expired Dec. 31, 2014, and it’s looking more and more likely that we’ll have a repeat of last year, when Congress didn’t extend expired tax breaks until December, giving business little time to implement tax-saving steps accordingly. Read More
The Bipartisan Budget Act of 2015: New Partnership Audit Rules
The Bipartisan Budget Act of 2015 signed into law on November 2, 2015 has gathered a lot of attention lately for its purpose to help the U.S. government avert financial obligations by raising the discretionary spending limit. Read More
LGT is one of the largest professional accounting and advisory firms in the Dallas/Fort Worth metroplex area.
Dealer Services
Construction Services
Healthcare Group
Dental Practice
Not-for-Profit
Manufacturing & Distribution
Real Estate
Tips for Preventing Fraud in Your Organization
If your not-for-profit became a victim of fraud, it wouldn’t just hurt your organization’s bottom line — the infraction also could do devastating damage to your reputation. By implementing some simple controls, though, your organization can help protect itself from these risks. Read More
How to Communicate Financial Information to Patients
The wave of healthcare reform has led to a closer focus on the need for clear, consistent and transparent communication of patient financial information. Read More
8 Tips for Improving Work-Site Productivity
In an industry as labor-intensive as construction, few things can hurt a contractor’s profitability more than unproductive workers. Here are eight tips for improving productivity. Read More
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