Bill is adjunct faculty for for Northeastern University’s graduate program, teaching accounting, finance, and economic courses.Bill is also currently teaching tax and investment planning for Boston University's classroom program. Additionally, Bill is a subject matter expert (SME) and edits and writes curriculum for Boston University’s Online Program for Financial Planners.
Bill previously taught tax planning and case analysis for the BU/Kaplan Review. He also taught financial planning courses for Merrimack College and Northeastern University, and at financial service firms, such as John Hancock, American Express, PNC Bank, Fidelity Investments, Merrill Lynch, and Eastern Bank. He has also taught financial planning to employees of Pepsi, Shaws Supermarkets, Exelon, and Northern Trust Bank, as well.
EducationMBA from University of Bridgeport (1989)
Bill is a principal of Mahony & Reeve, LLC, a medium-sized CPA firm specializing in tax planning and tax preparation, located in Natick, Massachusetts. In addition, he is a registered representative of Island Light Capital, Inc., an Investment Advisory Firm in Dover, MA. From 1995 to 2005, he ran Sound Financial Planning, Inc., an investment advisory firm that specialized in portfolio management and tax planning.