William T. Kriesel PFS

William T. Kriesel, CPA/PFS, CFP®, AEP® is partner in charge of the financial planning subsidiary of Bowers & Company, CPAs PLLC, B&C Planning Services, LLC, a New York State Registered Investment Advisor. Bill is also a partner in the tax department of Bowers & Company, CPAs, PLLC. Bowers has fourteen partners and a total staff of seventy. Bill is also managing partner of Diversified Capital Management, LLC. Originally from Syracuse, New York, Bill graduated LeMoyne College, B.S. (Accounting) in 1986, and has been a CPA since 1989. Areas of expertise include: tax planning, research and compliance, financial planning, estate and retirement planning and business advisory services.

Bill has authored articles for the following publications:

• The Importance of Risk Profiling in Financial Planning - NYSSCPAs Tax Stringer

• Partnership Income Tax Strategies to Accomplish Estate Planning Goals – CPA Journal, May 2017

• The Pluses and Minuses of Variable Annuities – CPA Journal, September, 2015

• Estate Enhancement Plan – CPA Journal, September, 2012

• Creative Uses for Insurance – CPA Journal, November, 2010

• Contributing Writer – National Income Tax Workbook, multiple years including 2017

Licenses and certifications include:

• Licensed CPA in the State of New York

• Certified Financial Planner (CFP)

• Accredited Estate Planner (AEP)

• Personal Financial Specialist (PFS)

• Licensed as a Registered Principal and a Life, Health and Accident Agent .

Bill’s professional and community activities include:

• American Institute of Certified Public Accountants

• New York State Society of Certified Public Accountants (NYSSCPA)

• Past Chair of the Financial Planning Committee for the NYSSCPA

• Board Member and Treasurer – LiteracyCNY

• Past - Board Member, President - Estate Planning Council of Central New York

• Past - Member, Board of Directors, Treasurer of Home Aides of Central New York, Inc.

• Past – Member Board of Directors, Treasurer of the Syracuse Opera Company, Inc.

The 2012 Eldercare Celebrity Open was held in honor of Bill, recognizing him as a distinguished professional and prominent community volunteer. Bill was also honored as a recipient of the inaugural "40 UNDER 40" award. This award, affiliated with the Syracuse Chamber of Commerce is awarded to outstanding business and civic leaders under the age of 40.