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Home / Professionals / Bill Schmidt, CPA, CFE

Bill Schmidt serves as the primary advisor to the stakeholders and owners of various closely-held and family-owned businesses, providing counsel on audit and accounting issues, business mergers and acquisitions, and venture capital funding. Bill assists clients with audit assurance technical issues including new audit pronouncements, technology matters relating to data retention, privacy, and consulting. He works with companies in diversified industries such as distribution, manufacturing, technology, and personal services.

In addition, Bill is a Certified Fraud Examiner. He works with clients to extract and analyze data from various technology platforms as a tool for investigation of possible fraud.

CPA – States of Ohio & Kentucky CFE – Certified Fraud Examiner
American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants
Leukemia & Lymphoma Society American Cancer Society Kentucky Amateur Baseball Association St Xavier Church St Joseph Church Family Nutrition Center People Working Cooperatively
BS, Accounting & Business Administration, Miami University

Certifications & Licensure

CPA – States of Ohio & Kentucky CFE – Certified Fraud Examiner

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants

Community Activities

Leukemia & Lymphoma Society American Cancer Society Kentucky Amateur Baseball Association St Xavier Church St Joseph Church Family Nutrition Center People Working Cooperatively

Education

BS, Accounting & Business Administration, Miami University

Industry & Service Specialization

Articles

From Bill

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Featured Articles

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2 Min Read

New IRS Guidance: Tax Treatment for Energy Efficiency Rebates

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2 Min Read

Marriage & Tax Returns: The Benefits of Joint vs. Separate Filing

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2 Min Read

Not-for-Profits and the De Minimis Indirect Cost Rate

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2 Min Read

Tax Deductions for Home Office Professionals

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2 Min Read

OMB Rolls Out Updated Guidance Around Federal Awards

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2 Min Read

The other side in an M&A deal can lead to tax benefits for both

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