The owner and principal of Dougherty &
Associates, CPAs since 1990, Bill is an accounting and Financial
Services entrepreneur providing financial and tax advice for over 25
years in the Coeur d'Alene/Post Falls, Idaho area.
Bill has built a successful financial services firm, Wealth Management Strategies, LLC, with diverse clientele of regional and international individuals, businesses, trusts, and nonprofits. His areas of expertise include tax planning, estate planning, investment portfolio selection, risk management and real estate investment strategies.
Certifications:
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Personal Financial Specialist
Certifications:
- Financial Planning Association
- American Institute of Certified Public Accountants (AICPA)
- Idaho Association of Public Accountants
- Idaho Society of Certified Public Accountants
- Greater Coeur d'Alene Chamber of Commerce
- Post Falls Chamber of Commerce
Contact Bill:
bill@doughertycpa.com
