William P. Allen, CPA/ABV, CFE
Principal, Business Valuation Division, Brisbane Consulting Group
As a member of Brisbane Consulting Group - Business Valuation Division, Bill is responsible for valuation, forensic accounting, and litigation support services. Originally hired by Lumsden McCormick in 2007 as an auditor, Bill gained valuable public accounting experience serving both commercial businesses and nonprofit organizations. Bill is a CPA maintaining all continuing education requirements and is accredited in Business Valuations (ABV) from the American Institute of Certified Public Accountants. Bill moved to Brisbane Consulting Group in 2012 and was promoted to principal in 2016. Brisbane Consulting Group is a wholly owned subsidiary of Lumsden McCormick.
LeMoyne College, Bachelor of Science in Accountancy
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
Association of Certified Fraud Examiners (ACFE)
Paddy’s Hope, Board Member
Frank Lloyd Wright Fontana Boathouse at West Side Rowing Club, Board Member
Thursday, October 18, 2018
Companies often grant licenses to others allowing them to use intellectual property — such as a patent or proprietary computer code — in exchange for royalties. Licensors can hire an external audit firm to ensure the licensee pays the correct royalty rate and amount.
Tuesday, September 25, 2018
One complex estate tax case involved three separate rulings by the U.S. Tax Court. The case involved three split-dollar insurance agreements within one family. The court determined that the case revolved around a question of value and that the proper valuation of the estate's interest was the cash … more
Tuesday, August 29, 2017
A buy-sell agreement is a critical component of succession planning for many businesses - don't underestimate the human side to these arrangements.