William P. Epstein
- Partner, Eisner Advisory Group LLC
- Partner, EisnerAmper LLP
William Epstein is an Audit Partner and Leader of the Attest practice within the Not-for-Profit Services Group and has developed his expertise over more than two decades in public accounting. Bill has extensive experience in structuring and oversight of not-for-profit audit engagements, including those of entities having complex organizational frameworks, entities that receive government funding which 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 independent schools, scientific and other research organizations, 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 regarding federal compliance and tax forms, such as Forms 990 and 990-T, as well as other related federal, state, and local filings.
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 is a contributing co-author of the Attorney’s Handbook of Accounting, Auditing and Financial Reporting as well as a co-author of numerous responses to accounting and auditing regulatory comment exposure drafts.
Additionally, Bill has volunteered for charities in the New York, New Jersey, and Pennsylvania areas, and he currently serves on 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 (volunteering approximately 100+ hours per year).
Bill contributes to the firm’s continuing professional education by developing course materials, teaching selected programs. He also leads internal training for not-for-profit group.
- Audit & Assurance
- Not-for-Profit Services
- Employee Benefit Plan Audits
- Technical Review
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
Insights from William
Fluid Situation Regarding the New Filing Requirements for Certain Tax-Exempt Organizations with the New York Department of State - UPDATERead More