William Hall III is the CEO of Cash Balance Advisors, a speaker, and an educator. Bill has spent over 35 years in the financial industry. He has mentored hundreds of advisors and helped over 500 clients to reduce their taxes. Of those clients, many saw significant tax reductions in the hundreds of thousands of dollars.
The National Association of Life Underwriters presented Bill with Top of the Table status for the last seven years he was in private practice. Bill helps the affluent and ultra-wealthy to focus on advanced tax strategies first, not financial or insurance products. Today, Bill’s strategies are utilized by many prosperous business owners and individuals with assets from $2 million to over $1 billion.
Bill has dedicated his life to mentoring financial advisors, CPAs, and their clients to legally reduce personal income taxes. His team includes professionals from across the board to provide the most comprehensive insights in the industry. Bill offers real value to his clients, knowing that trust and opportunities will follow. With this attitude of “value first”, Bill achieves extraordinary results for his clients and helps them to build legacies that will last for generations. Bill’s mission is to educate the wealthy on tax strategies they simply won’t find on Main Street.
Bill wants his clients to know that tax planning and tax preparation and accounting are two separate professions, so there is never a conflict of interest when working with the CPAs of his prospective new clients.
Today, Bill lives in Cornelius, North Carolina, with his wife Tracie. He has five children and two grandchildren. Bill enjoys mountain biking, fishing, golf, and mentoring CPAs, financial planners, and other financial professionals. Bill is actively involved as a mentor to over 100 advisors throughout the U.S..