Bill Caldwell

Chief Executive Officer at Caldwell & Companies
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Contact Information
us****@****om
(386) 825-5501
Location
Bethesda, US

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Chief Executive Officer
      • Jan 2002 - Present

      At Caldwell & Companies, we provide our individual and small business clients with proactive tax and accounting solutions that enable each of them to reach their unique financial goals.

    • Public Speaker
      • 2002 - Present

      I've had the pleasure of speaking to groups of business owners and their advisors from a variety of industries about the myriad of ways that optimizing tax planning strategies can help take your business to the next level. Some past speaking engagements include: 2016: – CBRE Group, Inc. (various locations in the Mid-Atlantic region of the United States) - Student and Youth Travel Association (SYTA) annual conference in Orlando, FL - International Association of Tour… Show more I've had the pleasure of speaking to groups of business owners and their advisors from a variety of industries about the myriad of ways that optimizing tax planning strategies can help take your business to the next level. Some past speaking engagements include: 2016: – CBRE Group, Inc. (various locations in the Mid-Atlantic region of the United States) - Student and Youth Travel Association (SYTA) annual conference in Orlando, FL - International Association of Tour Directors and Guides 2017: - SYTA Summit in Banff, Alberta, CAN - SYTA Annual Conference in Albuquerque, NM - American Ambulance Association Annual Conference in Las Vegas, NV 2018: - National Federation of Tourist Guides Association (NFTGA) in Philadelphia, PA - SYTA Annual Conference in Baltimore, MD - California Ambulance Association (CAA) Annual Conference in Reno, NV - International Tour Management Institute (ITMI) Annual Symposium in Tucson, AZ - Guild of Professional Tour Guides of Washington, DC (webinar) - California Land Surveyors Association 2019: - SYTA Summit in Colorado Springs, CO - First Financial Group Annual Meeting, Bethesda, MD - International Association of Tour Directors and Guides (webinar)

    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Professor
      • Jan 2015 - Present

      Washington, D.C. I teach a Financial Management class in the Arts Management M.A. program at American University in Washington, D.C.

    • United States
    • Performing Arts
    • 1 - 100 Employee
    • Board Member
      • Jan 2010 - Present

      I am the Treasurer and chair the Finance Committee.

    • Board Member
      • Jul 2002 - Dec 2011

    • Tax Partner
      • 1988 - 2002

Education

  • University of Minnesota - Carlson School of Management
    Bachelor's degree, Accounting
    1983 - 1986
  • American University
  • Bolivar High School
    1972 - 1975

Community

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