William G. Miles, CPA, CFP®

Partner
Year Joined
2013
Services
Tax planning for private businesses, Estate and trust tax planning, Business entity selection, Strategic business planning, Retirement plan and IRA distributions, Personal financial planning
Education
University of South Florida, Bachelor of Arts, Accounting
Industries
Health Care and Medical, Real Estate, Manufacturing, Distribution
Professional Affiliations
Certified Public Accountant - State of Arizona, Certified Public Accountant - State of Florida, Healthcare Financial Management Association (HFMA), Arizona Chapter, Paradise Valley Estate Planning Council
Civic & Charitable Affiliations
Big Brothers Big Sisters of the Sun Coast, Venice, Florida, Past Board Member
Personal Interests
Running, cycling, swimming, hiking, music and reading
About Jerry

Jerry has over 30 years of certified public accounting experience and 15 years as a certified financial planner. He values and understands the dynamics of operating a successful business. Through client education and collaboration, he helps individuals and Arizona business owners protect their financial futures by providing tax and certified financial planning. Proactively analyzing and evaluating each client’s goals and objectives, he assists with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generation skipping-transfers, split gifting, spousal trusts and education and medical gifting. Jerry’s strategic approach helps each business owner navigate individual and business performance through appropriate financial tools.

Need Guidance and Help?
If you need advice, give us a call and we will be happy to discuss your situation.