- Audit & Assurance
- Not-for-Profit Services
- Employee Benefit Plan Audits
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- Albright College: BS, Accounting
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants: Audit Standards & Procedures Committee; Financial Accounting Standards Committee
- Association of Certified Fraud Examiners
- Accountants Club of America: Second Vice-President, Board of Governors
- New Jersey State Law Enforcement Officers’ Association
- National Police Defense Foundation
William P. Epstein is a Partner in the Not-for-Profit Services Group and has developed his expertise over almost two decades in public accounting. He has extensive experience in planning, administering, and supervising not-for-profit, governmental, and commercial audit engagements, including those of entities that receive government funding and that require special compliance reporting, as well as employee benefit plans. Bill also consults on the application of accounting principles, auditing standards and other regulations of concern in the not-for-profit industry to the firm’s clients, partners, and staff.
Bill’s engagements include well-known national social-welfare organizations, various types of theatrical and artistic associations (including art and history museums), religious entities, private foundations, and other advocacy and social-change organizations. He also has expertise with preparing and reviewing federal compliance and tax forms, such as Forms 990 and 990-T, as well as other related federal, state, and local filings.
In addition, Bill is a frequent speaker on accounting and auditing topics, presenting sessions on a variety of matters of current interest in the not-for-profit marketplace. He also contributes to the firm’s continuing professional education by developing course materials, teaching selected programs, and overseeing the educational training for the Not-for-Profit Services Group.
Bill has volunteered for charities in the New York, New Jersey and Pennsylvania areas, and he currently serves as Second Vice-President of the Board of Governors of the Accountants Club of America. He is also a volunteer police officer and first responder for the town of Springfield, New Jersey’s Office of Emergency Management (contributing approximately 100+ hours per year), which is available to augment or replace the town’s emergency services in the event of a crisis.