About William F. Taylor, CPA

Surgent Professional Education
William F. (Bill) Taylor, CPA Lifetime Financial Solutions, LLC / Taylor, MS Bill is CEO of Lifetime Financial Solutions, LLC, a financial coaching firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS. he has served as an Adjunct Assistant Professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the Association of International Certified Professional Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications. Bill has received the Association’s Outstanding Facilitator Award on multiple occasions.

Bill has been honored with the AICPA Outstanding Facilitator Award multiple times.

 William F. Taylor


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