Withers Bergman LLP

Personal Tax

Partner

William focuses on tax planning for multi-national and multi-state personal, active business, and investment activities, with a particular emphasis on tax structuring and choice of business entity for US and non-US business owners and investors.

Bill has represented a wide variety of private and public businesses, including family-owned, start-ups and multi-million dollar enterprises on purely domestic as well as inbound and outbound business transactions, cross-border investments (whether made directly or through investment funds or joint ventures), and qualification for US tax treaty benefits. In particular, he has considerable experience advising non-US persons on the US income and estate tax consequences and tax planning associated with the ownership of US real estate (whether residential or commercial, development, operational, or for personal use).

An integral part of Bill's work involves assisting families and/or their family offices with the formation, management, and/or periodic evaluation of multinational and/or multi-generational centralized control and management structures, such as family offices and private trust companies.

In addition to numerous speaking engagements, organization memberships and publications, Bill has been featured as a guest lecturer at the Heckerling Institute, the Hellenic Studies Program at Yale University, the Columbia Business School at Columbia University, the University of Connecticut School of Law and the Charles F. Dolan School of Business at Fairfield University. He also was specifically recognized as a “key lawyer” as part of the Withers US International Tax Team ranked by the US Legal 500 2020.

Society of Trust and Estate Practitioners "STEP" (New York), Chair of Communications

International Fiscal Association (Westchester, NY and Connecticut Region), Executive Committee

Skidmore College Annual Fund, President

Saint Barbara Greek Orthodox Church Endowment Fund, Chairman

Hellenic Bar Association of Connecticut

New York State Bar Association

Connecticut Bar Association

American Bar Association

Skidmore College, B.A.

University of Connecticut School of Business, M.B.A.

University of Connecticut School of Law, J.D. (Certificate in Tax)