William Fisk PLC

Bill Fisk combines his education and experience as an attorney and certified public accountant to assist individuals, families and organizations to meet their goals in a wide variety of service areas including planning for wealth transfer, reducing tax costs, dealing with federal and state tax authorities, forming and governing business and non-profit organizations, affecting transfers of business interests, representing clients in collaborative divorce negotiations and personal bankruptcy filings.


History

Bill is a member of the Vermont Bar and is admitted to the United States District Court for Vermont. He is licensed as a certified public accountant in Vermont and Massachusetts. Before forming his own firm, William J. Fisk, PLC, he was associated with Witten, Woolmington & Campbell a highly respected Vermont law firm where he practiced in estate planning through use of sophisticated estate planning techniques, taxation, formation and governance of business and non-profit organizations, bankruptcy and family law. Bill was a co-founder and president of Fisk, Reed & Love, P.C. a highly regarded local accounting firm which he helped found in 1990 after 10 years as a partner with KPMG and predecessor accounting firms in Springfield, Massachusetts and Albany, New York.

 

Education

Bill earned a Juris Doctor degree, magna cum laude, from Albany Law School with honors in estate planning and taxation concentrations in 2005. He holds a Master of Business Administration from Western New England University and a Bachelor of Business Administration degree from American International College. A strong believer in continuing education for professionals, Bill regularly exceeds the continuing education requirements of the Vermont Bar and the Vermont Board of Public Accountancy.

 

Professional Activities

Bill makes frequent presentations on estate, gift and fiduciary income taxation, probate procedures and fiduciary accounting matters for the National Business Institute providing continuing education to attorneys, accountants and other professionals. He has served as an adjunct faculty member at Massachusetts State and Community colleges.

 

Professional Memberships

Bill’s professional memberships include the American Association of Attorney-CPAs, the American Bar Association, the Vermont Bar Association, the American Institute of Certified Public Accountants and the Vermont Society of Certified Public Accountants. He is past chair of the Vermont Board of Public Accountancy and Past President of the Vermont Society of Certified Public Accountants.

 

Community Service

An active participant in community organizations, Bill is treasurer of the Regional Affordable Housing Corporation, a non-profit corporation that develops and maintains rental housing for lower income individuals and families. He is a trustee of the Olin Scott Fund, a private foundation that provides educational loans and grants to students from Bennington County. Bill is an elected Trustee of Public Funds of the Town of Shaftsbury, Vermont and serves on his church’s financial council. He is also a member of the Bennington Catamount Rotary Club.