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At a glance
- Discipline
- Associate Member
- Designations
- —
- Firm
- Linkenheimer LLP, CPA’s & Advisors
- Located
- Santa Rosa
William Cassayre
Associate Member
Linkenheimer LLP, CPA’s & Advisors — Santa Rosa
Practice
I started at Linkenheimer LLP in May of 2023 and was brought onto the estate/trust team not long after. Since then, I have been involved in the preparation of many gift, trust, and estate tax returns. Additionally, I have been involved in planning/drafting documents related to estate planning and trust funding. Estates, trust, and related duties are about 35% of my professional time. I attended multiple REEPC meetings as a guest in 2023, and was also present at the most recent meeting. I currently do not have my CPA license, however I am actively pursuing licensure.
Areas of work
- Developing strategies to minimize potential estate and gift taxes
- Drafting estate planning documents
- Preparing estate and gift tax returns
- Preparing fiduciary income tax returns
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.