Academic Accomplishments

Additional Information

 

Bachelor of Arts, with a Major in Economics, Willamette University, 1965 

Masters in Accounting, University of Southern California, 1966

Certified Public Accountant, California, 1967, followed by other states as needed

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Professional Accomplishments

 

In the 1980s, Bill served on the statewide Financial Planning and Ethics Committees for the California Society of CPAs 

Certificate in Advanced Personal Financial Planning in 1986

Completed a 40 hour basics course on long term care presented by the Ombudsman Services for Contra Costa County, 2001

Certified Senior Adviser in 2002 

Certified IRA Specialist in 2006

Certified College Planning Specialist in 2007

In 1997, Bill founded and received IRS approval for his Private 501c(3) Family Charitable Foundation, The Mimi Stone Sefton Foundation.   

Sponsored and taught the Wayne State University “How to Start and Run a Profitable Small Business” course in Northern California.

Bill is past-President and past-Treasurer of the multi-million dollar, 900 plus homes Crow Canyon Country Club Homeowner's Association wherein he was instrumental in making significant changes that still can be seen several decades later.

Bill serves clients throughout the United States with over 52 years of experience dealing with money issues of all types.  37 years ago, he opened his CPA practice in the San Ramon Valley.  Fact is, over 74% of his clients have been with him for longer than 10 years; 60% for 20 years; and, 46% for longer than 30 years! 

He has served in most all of the facets of Estate Planning and Trust Administration for his clients. 

Listed in many editions of  “Who’s Who.”

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Community Accomplishments

 

Bill served as a member of Willamette University’s Alumni Association’s Board of Directors. During his seven year tenure, Willamette ranked twice in the top 50 liberal arts colleges in the United States by the prestigious U.S. News & World Report’s America’s Best Colleges Annual Ranking and Willamette’s alumni annual giving percentage reached 45%.

Using that experience, Bill became a Board member of the Tamalpais High School Alumni Association and its sister organization, the Tam Hi Foundation.  Imagine the attitudes of the students, parents, teachers, and administrators when they see the grey-haired alumni returning to give back and improve their 'grand old alma mater?'  He serves as their 1st Vice President-Major Giving and was the major force behind replacing Tam’s 67 year old clocks on their clock tower that never seemed to keep time.  Every time they were fixed; it would breakdown after a few months.  The problem was obvious to Bill; or, for that matter, any high school physics student:  Too much torque.  For more visit  www.tamgrads.org

Because of Bill's 'Fresh Ideas and History of Getting Things Done,' in July, 2008 he was appointed by the President to be a Board Member of the American Society of Germans from Russia to serve a 3 year term and in June, 2009 was elected their Treasurer, even though he wasn’t a GR, aka ‘German From Russia.’  Bill’s wife, Wilann Sefton, is the first generation GR with her mother emigrating from Russia.

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