Flawless from start to finish! I highly recommend Bill Hesch and Amy Pennekamp of William E. Hesch, Law Firm, for Estate Planning, they did an amazing job of creating a detailed Estate Plan for my grandmother. When we met with Bill, six years ago, my grandmother had only two requests; create an Estate Plan that would provide specific gifts to Fifty-Four (54) of her family members and to minimize the involvement of the Probate Court. Bill and Amy did not shy away from this challenge and provided so much more than we expected, including creating documents that covered all aspects of a solid Estate Plan, traveling to our home to review documents, returning our phone calls timely and as requested correctly listing all Fifty-Four family members in the Estate Plan. Unfortunately, Granny recently passed away but, because of the quality of the work performed by Bill and Amy we were able to spend our time grieving, not stressing over how to distribute my grandmother’s property. Your accessibility and prompt answers to the “hard questions” saved my sanity and helped minimize my contact with the Probate Court, thank you both so much for EVERYTHING. To anyone looking for an Estate Planner, that is knowledgeable, trustworthy and efficient, call the William E. Hesch, Law Firm, you will not be disappointed, I promise.
As a local attorney and consumer dealing with this issue of long term care insurance personally, I felt Mr Hesch' CLE presentation on this subject to be one of the most informative I have heard in my 40 years of legal work.
I met Amy on a cold call. She was the only attorney, out of maybe 15-20, that gave me the time of day on the phone. She was very receptive to our situation, and made us feel like we were working with a friend. Don't let her friendly demeanor fool you though, she saved our family over $250,000 with one sentence in a mediation.
Soon I met Bill, and I was blown away. He can read tax returns upside down, and I mean that literally. His unique ability to perform forensic accounting as a CPA, all the while strategizing as an experienced attorney, is a combination unparalleled in Cincinnati/NKY.
Bill and Amy are a unique team that is highly qualified to take on any family situation, and could probably take on business cases better than most big firms if they wanted to. If you want a team that's always got you front of mind, this is it!
Thank you for your wonderful services. You made very complicated legal matters very clear and easy for us to understand.
I first met Bill Hesch three years ago when my company was going through a prolonged sales tax audit with the Kentucky Department of Revenue. It was dragging on, costing time and money. Bill got involved and took the lead.
I explained to him our issues, and within two months of working with our accountant and attorney, he was prepared for a meeting in Frankfort. At the end of a four-hour session the lawyers said, 'Wow, we wish we had understood that was the issue two years ago.' It took Bill to get them to understand our business and agree that we were properly assessing and collecting sales tax. Within two weeks, we received a letter dismissing all of their significant assessment of sales taxes, interest and penalties as a result of our presentation to them.
Because Bill has both pillars - he's a CPA and he's a lawyer-he can look at things holistically. He understands tax laws at a level many regular accountants don't. He has a real accounting background, so he can see how the tax and legal issues are intertwined with the accounting and financial side.
Bill is your big picture guy. I have since used Bill on estate planning, succession planning and employee contracts. Now I would never consider not utilizing Bill when I need an opinion on the larger issues of my business.
For everyday matters, I still use my regular accountant and my attorney, who has been with me for 25 years. But I bring Bill in to engage them. He's able to look at the tax, legal and the financial sides and able to make really solid recommendations. He doesn't come in and say, 'I'm taking over for your normal lawyer or accountant.'
What he does is, he works with those people who have in-depth daily knowledge of my business and he draws from that. He creates a team, he collaborates, he builds a consensus and forms a position that can always be defended.
Everything I've asked him to do has always had an absolutely completely positive, successful outcome.
Since we started the magazine I have been very fortunate to be able to rely on some of the top professionals throughout town to give us much needed advice. I have worked with Bill for six years now for my personal taxes and finances.
Most recently, he has updated my estate plan. My wife and I met with Bill to understand the key elements of our estate documents. We now have peace of mind knowing that our estate documents are up to date and properly provide for each other and our children if we become disabled or die.
Bill's business savvy, along with sound principles, has given us an advantage I was hoping for. I would recommend Bill to any individual who is looking for advice for their estate plans, taxes, finances, or their business.
If you are looking for a tax attorney, CPA or financial planner to make an immediate impact I would not hesitate to recommend that you give him a call. Heck, tell them Cincy sent you!
When clients come to webFEAT, they want it all in one place. They want website design, development, search engine optimization, marketing and a social media management company.
When webFEAT's CEO and President Michelle Selnick needs business advice she wants it all in one place, too. Bill Hesch gives her that.
``Having an attorney and accountant all rolled into one awesome person in such a plus,`` she says. ``He truly cares. He is so incredibly accessible at any time of the day. When I am busy, Bill comes to my office to help me with business plans, tax planning and my personal estate planning as well.``
Hesch has made a reputation of providing all-in-one-place solutions to business owners. It comes from his broad experience and education. Before starting his own firm in 1993 to counsel clients on their estate plans and business activities, Hesch was CFO of a $70-million privately-held company. Not content to just be a money guy, he earned his law degree from Northern Kentucky University Chase College of Law.
webFEAT is growing and Selnick looks to Hesch to guide her.
``We currently serve over 850 corporations,`` she says. ``Recently we introduced an industry leading innovative plan for webFEAT Complete. It includes unlimited website design and search engine optimization, search engine marketing and social media management for one low manageable monthly fee. It has been a huge success. We currently have 12 employees and plan to add at least four more over the next 12 months.``
Selnick recently presented one of these new business ideas to Hesch.
``His recommendations were not only for the protection of webFEAT but he also had the ability to assess the business potential and make suggestions for long-term partnership strategies and investment opportunities that will serve us well as we move forward with this new opportunity.``
Part of webFEAT's growth is recruiting and retaining key employees.
``Bill drafted a plan for webFEAT that will help webFEAT retain key employees and reward them for their years of hard work and talent.``
webFEAT has designed the websites of for Servatii, Trio Bistro, Highland District Hospital, Lau Parts and many others ranging from very large corporations to small family-owned businesses. The company also donates at least four sites per year to nonprofit organizations and is working on the new site for the Wellness Community for release later this year.
One of the more enjoyable sites that they designed however was for Bill Hesch. His site, www.heschlaw.com, is a multimedia hot spot for Hesch clients. It includes video, articles and testimonials about Hesch.
Road ID co-owner and co-founder Edward Wimmer knows his product saves lives. In the fall of 1999, Wimmer was training for a marathon. To run lighter, he left his wallet at home. His father, Mike, worried about this. Edward didn't until the day he was ran into a ditch by a careless motorist. ``The near miss was the catalyst for the creation of wearable ID gear for outdoor enthusiasts,'`` he said.``Our gear is a staple for professional and amateur athletes alike.``
But a good idea isn't good enough. The Wimmers needed help with the legal, tax, and business issues that came with that idea. Bill Hesch is the man they go to for all those issues.
``As a CPA, Attorney and Personal Financial Specialist (PFS), Bill provides a unique and uncommon blend of professional insight,`` said Wimmer.``It's quite common to have business conversations that require both a legal and an accounting opinion. To get this advice, most businesses have to call on their accountant and their attorney separately.``
``With Bill, we get astute and educated legal and accounting opinions from one individual. It's not only efficient, but it's also cost effective.``
Road ID has had tremendous growth since its founding and has had to move into larger facilities three times. The company has expanded into other products and accessories each presenting new business, legal and accounting challenges.
``Bill has been invaluable throughout our growth,`` said Wimmer. ``On numerous occasions, he has helped us make prudent and educated decisions about the future of Road ID and helped us save taxes.``
Another reason Wimmer works with Hesch is accessiblity. When a new opportunity presents itself and Wimmer doesn't have the time to wait long for a returned phone call, he is able to call Bill's cell phone directly.
``He really is a phone call or an email away,`` said Wimmer. ``He is quick to answer questions or give advice even when research is required. Bill is also proactive in the servicing of his clients. He stays in touch on a regular basis and keeps his clients informed. I know he's reached out to me on several occasions just to share a change to the tax code or a legal change. When he shares these changes, he takes the time to make sure I understand them and the impact that it may have on our company.``
Wimmer founded and owns Road ID with his father, Mike. Just as his dad warned his son that running without identification was dangerous, Bill Hesch had to convince them that not having a succession and estate plan was dangerous to their business.
``Both of us are in key leadership positions in the company,`` said Wimmer. ``Recognizing this, Bill forced us to understand and consider the pitfalls of housing too much intellectual capital in too few people. As owners and founders of Road ID, our hope is that the company thrives long after my father and I step down. Bill has helped us be prepared for this day with an estate and succession plan.``
``William offers Cincinnati financial planning and Cincinnati elder law as a CPA and a tax attorney. He has a degree in financial planning which is very important. With the accreditations that Bill has, he is required to maintain a fiduciary responsibility. People don't realize that. This fiduciary responsibility requires him to put the client first. He cannot violate that responsibility.``
``He is there for his clients and not to perpetuate their own cause.``
``I choose him because of his reputation,``
``He had done some Cincinnati estate planning for some contractor friends of mine. They highly recommended him and after I met him, I liked him.``
``He's knowledgeable and has the newest ideas and innovations.``
``He stays up with everything. He even teaches accounting and IRS seminars.``
``I constantly talk and give advice to mutual business owners and friends of mine who are faced with the same problems I have and are getting old and trying to plan their estates. I've recommended Bill to quite a few people. He always has ways to help his clients through these hard time and he seems to have the best ideas and has certainly done well for me. He's just a congenial, knowledgeable person.``
``I seek advice from him in all business matters.``
When Bill Hesch counsels his clients on legal, tax, business, financial and estate issues, he does so from his perspective as an estate and tax attorney, CPA, and Personal Financial Specialist (PFS). Cincy Magazine has recognized Bill as a ``Leading Lawyer`` in the Trust and Estate area for each of the past seven years.
``He's everything`` said long-time client Dick Crist. ``He is a CPA, a tax attorney and a Personal Financial Specialists (PFS), which is a CPA that specializes in Financial Planning. People don't realize that when you have the accreditations that Bill has, he is required to maintain a professional responsibility. Bill makes me feel that he's here for me and not perpetuate his own cause.``
Crist owned and managed a heavy highway contracting firm until 1996. He then moved into developing residential and commercial properties across Northern Kentucky. He is a partner in the Walton Towne Center located at I-75 and KY-16. The multi-million dollar commercial development is anchored by a Kohl's department store and Kroger Marketplace. Bill has not only designed and made changes to Crist's estate plan over the years, but also has provided Crist guidance and advice on the 15-18 companies he uses at any one time to handle his real estate holdings.
``I chose him because of his reputation`` said Crist. ``He did some estate planning for contractor friends fo mine. They highly recommended him. After I met him I liked him. In the early 90's, I was faced with an IRS audit: Bill Hesch helped me through that. In the legal business there are many attorneys out there and many whose billings seem high to me. Bill isn't like that.``
Bill has made a reputation of being educated and forward thinking. He became a CPA so that he could work and earn his J.D. from Chase College of Law at night. Before starting his own law firm and CPA in 1993 to counsel clients on their estate plans and business activities, Bill was himself a former Big 4 Tax Partner and the CFO of a $70-million privately held company.
``He's knowledgeable and makes available the newest ideas and innovations,`` said Crist. ``He stays up to date on tax law changes, teaches accounting at Chase Law School and gives seminars to the public regarding estate planning and tax law changes. He keeps current on everything for my personal work as well as my businesses and is always accessible. I call his cell phone to reach him, and if unavailable, he's responsive and calls as soon as he gets out of his meeting. I've called him on the weekends with a question and it doesn't bother him. He consistently helps me through these hard times and seems to have the best ideas. Bill has certainly done well by me and I've recommended him to quite a few people.``
``The estate tax laws and federal income taxes are always changing. I have 15-18 companies that I run and Bill helps me with legal, tax and financial advice for just about all of them. He's just a unique, congenial, knowledgeable person who i seek advice from in all my business matters.``
Doctor Says Bill Hesch is the Right Medicine
``I've worked with Bill Hesch for several years now. I was originally referred to him regarding a legal issue, and some estate planning work. He also helped me with a corporate operating agreement for my business. Today he is also my accountant. There's a great synergism to the way his businesses all work together.
Bill is one of the most responsive, creative and detailed people I know. He is great at anticipating all aspects of a project and leaves nothing to the last minute. He can tackle 12 directions at the same time and for someone like me, working on 15 different projects at once, he really gets the job done. He'll even call me at 8:00 in the evening on a Saturday or Sunday to make sure what needs to get done does get done.``
Dick Crist: A Happy Client
Richard D. Crist is the owner of DMC Holdings Ltd. Co. located in Florence, Kentucky. Richard is also the current chairman of the Greater Cincinnati/ Northern Kentucky International Airport Board. DMC Holdings consists of 15 companies including construction, contracting management, land development, and industrial mineral mines in Owensboro, KY. DMC Holdings also develops and invests in property as well as in stock and bonds. William E. Hesch provides DMC with financial and legal advice, tax planning, personal estate planning, asset management, tax management planning, business plans, and organization of startups, and updates with changing tax laws.
``I have worked with Bill Hesch since the early '90's when I sought his counsel for an IRS audit. I've used him for my legal and accounting work, mainly because he and his staff are always current with changes in IRS regulations or any legality or law pertaining to the things I do.
I respect Bill very much due to the knowledge he possesses in both legal work and CPA work. That's one of the main reasons I use his services. He has also done a great job with my estate plan. His staff gets things done competently and on time. Sometimes, the hardest thing for us in this business is finding a lawyer or accountant that'll get things done on time. They call you Friday and tell you what they didn't get done the last week. But, Bill will call you Friday and say 'You better be here Monday because I have everything ready to sign.'
Bill is always available. He uses his cell phone more than he uses his office phone. He might call me on Saturday if he has an issue, or I feel free to call him at odd non-business hours. I have a very good working relationship with Bill and his staff and I have a lot of confidence in them.``