CEO and Co-Founder
New Direction Trust
Bill is recognized in the industry as an expert in self-directed IRAs, HSAs, and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. Bill has taught courses on retirement plan investment rules to investors, CPAs, and investment professionals through a variety of venues, including the University of Denver’s School of Law. An experienced Certified Public Accountant, Bill has focused on income tax, auditing, tax-related real estate issues, and forensic accounting for more than 20 years. Bill is well versed in IRA law and is current with all legislation governing tax-advantaged plans. Bill has served as a consultant to HSA platform providers, and is a leader in promoting the idea of investing HSA assets long term for medical costs in retirement. He has been involved in real estate investment and has assisted in developing the framework for debt-leveraged IRA real estate investment. Bill received his Bachelor of Science degree in Business from the University of North Carolina, Chapel Hill, with a concentration in accounting and computer science. He rounded out his technical background with graduate study in finance, accounting, and economics at the University of Colorado, Boulder.