Bill Peterson, CPA

Principal

Chico, CA

3013 Ceres Avenue Chico, CA 95973

Contact Information

eMail

Social Media Information

Agriculture businesses on the input and processing sides of the industry—ag retailers, wholesalers, manufacturers, trucking, food processors, and related operations—trust Bill Peterson to help with growth and financial strength. Hands on in farming himself, he has perspective most other CPAs can’t bring to those he serves. He helps food and ag companies thrive so they can pass successfully from generation to generation avoiding unnecessary tax consequences and business succession pitfalls.

Protecting core values and maintaining a legacy is important to the families he works with. Through thoughtful tax, estate and business-succession planning, Bill protects family assets and protects businesses from outside influence, allowing owners to securely retire and the businesses they built to continue.

Some of Bill’s projects include:

  • Leading businesses through succession plans, which encompass estate planning, transfer of business ownership, transition of or recruiting for leadership positions, and governance structuring.
  • Structuring arrangements so family-run businesses continue to prosper from one generation to the next. Arrangements, such as deferred compensation and buy-sell agreements allow businesses to continue the way they were originally intended, and create security for business owners.
  • Overseeing mergers, acquisitions, sales, and the formation of joint ventures. Bill helps businesses grow through strategic acquisitions, including selection of optimal business entity structures, and puts them on the path to success following significant transactions.

Before assuming his leadership position at K·Coe Isom, Bill worked nine years for McGladrey developing a strong financial reporting, audit, and tax skill set working with corporate and international organizations.

Education

  • B.S., accounting, San Diego State University

Credentials

  • Licensed CPA in California

Professional Associations

  • Family Business Association
  • National Society for Accountants for Cooperatives
  • Healthcare Financial Management Association
  • California Society of Certified Public Accountants
  • American Institute of Certified Public Accountants, Employee Benefit Audit Quality Center

Civic Associations

  • 3Core Loan Advisory, board member
  • Providence Christian School Board, treasurer

Personal

  • Spending time with family
  • Local church ministry
  • Hunting, fishing, and other outdoor activities

Mentions and articles by Bill

california-wilfire-disaster-relief

How to Help California Fire Victims

K·Coe Editoral | November 12, 2018

Camp Fire, now the most destructive wildfire in the history of California, has desecrated an insurmountable number of people’s lives, families, friends, homes, and livelihoods.  In addition, two more wildfires in Southern California are displacing residents and businesses. As K·Coe […]

california-wilfire-disaster-relief

In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

K·Coe Editoral | August 2, 2018

How to Treat Insurance Casualty Gains As fires rage and rampage through large areas of California, the destruction of residences, outbuildings, and commercial buildings has been widespread. K·Coe Isom has been fielding questions and concerns from many of our clients […]