Bill Kelleher - Partner
LinkedIn Profile
Bill has over
25 years of experience helping his clients succeed.
Bill
specializes in tax planning and compliance for corporations and high net
worth individuals. He has extensive experience with technology companies
ranging from early stage start-ups to multi-national Fortune 500 companies.
Bill's experience includes consulting on federal, state and international
tax matters as well as executive compensation including stock options, tax
accounting and acquisitions and divestures. He works closely with
executives, employees and high net worth individuals with respect to income
tax and financial planning, including helping assess the impact of founders
stock, stock options and alternative minimum tax.
Bill is a recognized expert regarding the taxation of research and
development including the R&D tax credit. He has performed R&D credit
reviews and related R&D consulting for companies in a variety of industries
including semiconductor, software, semiconductor equipment, food processing
and public utilities. He has spoken extensively on stock option planning,
pre-IPO net worth planning and technology-related tax matters across the
country. He has written articles and has taught continuing education
courses on these subjects.
Prior to joining MNW, Bill was a Tax Partner at PricewaterhouseCoopers.
During his 15-year tenure with the Silicon Valley/San Jose office of
PricewaterhouseCoopers, Bill provided tax planning and consulting services
to a variety of companies ranging from start-ups to large multinationals,
and to high net worth individuals and their families.
Bill graduated from Santa Clara University with a degree in accounting. He
received a Masters of Science degree in taxation from Golden Gate University
in San Francisco. He is a member of the AICPA and the California Society of
CPAs and is a Registered Investment Advisor. |