William R. Owen, Jr., CPA, CFP® - Partner, Tax Services

Experience

Bill serves as the Managing Director of Denali Wealth Management Advisors, LLC, an affiliated registered investment advisory firm at BGBC Partners, LLP. He has extensive experience providing income, estate, gift, trust and stock option tax planning services to individuals and executives and has spoken to various groups on these subjects.

Bill served as the Firm’s Director of Tax Services between 2006 and 2014 providing direction and guidance on tax policies and procedures for the Firm’s tax clients, as well as tax planning and compliance advice for corporate, partnership, and executive taxation.

Prior to joining BGBC Partners, LLP, Bill was a Senior Manager with one of the nation’s 10 largest CPA firms and has over 22 years of public accounting experience. In addition to his CPA certification, in 2003 Bill became a CERTIFIED FINANCIAL PLANNER TM practitioner through postgraduate study in investments, insurance, retirement and estate planning.



Education

Indiana University, B.S.

Professional and Civic Organizations

Member, American Institute of Certified Public Accountants

Member, Indiana CPA Society

Member, The Financial Planning Association

Member, Indianapolis Estate Planning Council

Member of the Central Indiana Community Foundation’s Cornerstone Council

Former Member, Indiana CPA Society’s Leadership Cabinet, 2008-2012

Past President and Past Treasurer, The Financial Planning Association of Greater Indiana