Billy Robinson, J.D., CPA,

Billy Robinson, J.D., CPA, is a highly experienced tax professional with dual credentials as an attorney and Certified Public Accountant. He graduated cum laude from Pepperdine University School of Law with a concentration in taxation, following a bachelor’s degree in Accounting and Business Management from UC Santa Barbara, also cum laude. Licensed as a CPA and admitted to the Indiana Bar, Billy combines legal and accounting expertise to deliver integrated, sophisticated tax strategies.Billy has built his career serving high-net-worth individuals, family offices, and multigenerational businesses. At Deloitte, he specialized in ASC 740 tax accounting, multinational tax compliance, and client development, while also contributing to national training initiatives. At Katz, Sapper & Miller, he worked extensively with families and privately held enterprises, managing complex partnership, S-corporation, individual, and estate and gift tax matters. These experiences have established him as a trusted advisor in wealth preservation and tax planning.Today, Billy continues to provide client-focused, long-term strategies that optimize financial outcomes. His background across both Big Four and top regional firms allows him to offer world-class insight with personalized service, guiding clients through the evolving landscape of taxation with clarity, precision, and trust.

Services Included:

Tax Planning & Strategy:

•  Year-round tax projections and scenario modeling
•  Entity selection and restructuring (S-corp vs partnership vs C-corp)
•  Qualified business income (QBI) optimization strategies
•  Retirement and compensation planning (e.g., 401(k), cash balance plans)