Will is a seasoned tax professional with over ten years of experience, specializing in tax planning, policy, and research. He brings a wealth of experience in both federal and State and Local Tax (SALT) to his work, thanks to his years of service at “Big 4” firms. Before his current role, he spent about five years at an investment banking firm, where he honed his tax management and research skills. He serves as a subject matter expert in specialized tax domains, such as advanced charitable giving strategies and complex individual tax planning, providing guidance and support to both internal teams and external stakeholders. When he’s not helping clients navigate the ever-changing tax landscape, Will is rooting for his favorite Irish and Philadelphia sports teams. However, his greatest joy is spending quality time with his family.