(717)
238-0446
(717)
238-0446 |
RESUME OF WILLIAM B. BOLES, CPA, ASA, CFP
Laventhol & Horwath (Director of Tax Services 1969 to 1978) Represented and advised various corporations, partnerships, trusts and individuals in all tax matters.
United States Internal Revenue Service (Revenue Agent, Field Audit Division, 1964 to 1969) Numerous individual and corporate tax examinations, both civil and criminal.
South Central Chapter Pennsylvania Institute of Certified Public Accountants
American Society of Appraisers - Member
Speaker and organizer for continued education programs presented by Boles, Grove and Metzger, P.C. as an approved sponsor by the Pennsylvania State Board of Accountancy.
Co-Author of Practical Estate Planning Techniques in Pennsylvania, National Business Institute, Inc.
EDUCATION AND PROFESSIONAL DESIGNATIONS
University of Drexel, Pennsylvania - Bachelor of Science
Certified Public Accountant
Senior Member of the American Society of Appraisers, Business Valuation Division
Certified Financial Planner
WORK EXPERIENCE
Boles Metzger Brosius & Ritter PC (Shareholder 1978 to present) General accounting practice, including representing and advising clients in all tax matters; business valuations, divorce and estate planning.
PROFESSIONAL AND CIVIC ACTIVITIES
American Institute of Certified Public Accountants - Member
Pennsylvania Institute of Certified Public Accountants - Member
Federal Tax Committee - Member
Hampden Township Vacancy Board - Past Member
Hampden Township Industrial Development Authority - Past Chairman
Parents Anonymous of Pennsylvania - Past Treasurer
Speaker and panel discussion participant for tax seminars presented to various professional organizations. Also participated in televised panel discussions on individual taxation over
WHP-TV and WGAL-TV.