William A. Eversole, CPA

Bill has over twenty-five years of consulting and public accounting experience. He’s a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants. Bill is also highly in-demand as a lecturer and has presented at the AICPA National Tax Education Program, the University of Louisville Tax Institute, BKR International Americas Regional Conference, National Association of Tax Professionals National Conference and Tax Symposiums, as well as for state CPA societies across the nation.

Bill received his Bachelors of Science Degree in Accounting from Indiana University Southeast, graduating with highest distinction. He also received an honorable discharge from the United States Army, where he served as an active duty soldier.

At Summit CPA, Bill assists and supports a vast array of tax clients, but focuses primarily on investment partnerships, charitable trusts, multi-generational families, estates, and high net worth and ultra-high net worth individuals. He has an in-depth knowledge and mastery of complex entity structuring and regulatory guidance, allowing him to provide a comprehensive approach to building, fortifying, and transferring family wealth, while minimizing tax implications. He has experience working with real estate transactions, gift and estate planning techniques, hedge fund compliance, stock option and executive compensation planning, tax audit and examination resolutions, partnership formation and liquidation matters, and sophisticated individual and entity compliance and advisory services.