KLR is pleased to announce that William Morgan has joined the firm as Manager, Tax Strategies & Planning Group. Bill will be working out of our Boston and Waltham offices.

Bill has more than thirteen years of tax planning and strategy experience working mostly with high-net worth individuals and families. He specializes in domestic and international high net worth clientele regarding their federal and state income, transaction, corporate, fiduciary, gift and estate tax matters.

Prior to joining KLR, Mr. Morgan was a Tax Manager at DDK & Company, LLP in New York. In addition to DDK, Bill has previously worked for several sizeable law firms as well as a national CPA firm. Bill earned his Juris Doctor, Master of Laws in Taxation from Golden Gate University School of Law in San Francisco, California.

The Tax Strategies & Planning Group serves as trusted advisors assisting company executives, business owners, affluent families, estates, and trusts in planning, managing, and transitioning wealth.