William B. Molkenbuhr

William B. Molkenbuhr, CPA

Partner

Bill is a Certified Public Accountant with over 35 years of experience. He is one of our most senior trust and estate practitioners and holds expertise in the following disciplines:

  • Tax planning and compliance, with an emphasis on fiduciary income tax, estate and gift transfer tax, and individual income tax
  • Development and design of estate plans in order to reduce estate and/or gift tax and maximize family wealth
  • Development of family gift giving programs and preparation of applicable federal gift tax returns
  • Design and implementation of charitable giving strategies to minimize estate, gift and income tax
  • Working with attorneys, executors and beneficiaries to minimize estate tax and income tax
  • Preparation of federal estate tax returns (Form 706) and gift tax returns (Form 709)
  • Preparation of federal and state fiduciary income tax returns including income tax planning to minimize taxes
  • Preparation of federal and state charitable trust information returns
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Professional Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

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Education / Certification

  • Bachelor's degree in Accounting, University of San Francisco
  • Certified Public Accountant, California

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Professional Experience

  • Peat Marwick Mitchell, Certified Public Accountants

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