(717) 238-0446






 

 

 

 

 

 

 

 

  (717) 238-0446



RESUME OF WILLIAM B. BOLES, CPA, ASA, CFP
 

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.

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.


PROFESSIONAL AND CIVIC ACTIVITIES

American Institute of Certified Public Accountants - Member

Pennsylvania Institute of Certified Public Accountants - Member

Federal Tax Committee - Member

  • Past Chairman

South Central Chapter Pennsylvania Institute of Certified Public Accountants

  • Past President
  • Past Chairman of Tax Committee

American Society of Appraisers - 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.

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.

 


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  Boles Metzger Brosius & Ritter PC, 2004
 

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