William E. Offutt III, JB, CPA, CVA, is the Managing Principal of Offutt Advisory Ltd. He has over 30 years experience in business and tax planning, business valuations, litigation services, consulting and compliance services for businesses, organizations and individuals.
Before forming Offutt Advisory Ltd, he was a Partner at Cherry, Bekaert & Holland, L.L.P. where he was the Partner In Charge of the Northern Virginia/Greater Washington office. He was a Principal of Offutt Childers & Putman, P.C., the accounting and consulting firm that merged into Cherry, Bekaert & Holland. He also spent seven years with Grant Thornton as a Tax Partner and ten years at Price Waterhouse.
In his career of service to clients, Mr. Offutt has focused on the key issues facing owners of growing companies and organizations. He provides solutions to complex business, management and tax problems. Mr Offutt formerly was one of his firm's national technical tax liasons to the IRS National Office and the U.S. Treasury.
Mr. Offutt advises on tax matters, business valuations, mergers and acquisitions, succession and strategic planning, estate planning, choice of entity, partnerships and limited liability companies. He also performs litigation services.
He teaches, speaks and writes on business, tax, valuations, and mergers and acquisitions issues. Mr. Offutt has written tax alerts and created tax practice aids including an ESOP Manual, a Client Advisory Tax Services series, and Corporate Tax Planning Guides. He chaired the Greater Washington Board of Trade's Tax Policy Committee and taught Business Tax Planning at American University.
Mr. Offutt has a Juris Doctorate degree from the College of William and Mary (Marshall Wythe School of Law) and a Bachelor of Science in Business Administration from Georgetown University. He is a Virginia Certified Public Accountant and a Certified Valuation Analyst.
He is a member of the National Association of Certified Valuators and Analysts, the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Virginia Bar Association and the Northern Virginia Estate Planning Council.
Instructor of
› Mergers and Acquisitions Workshop