William R. Kaufman, CPA, JD

Registered Investment Advisor
  • William R. Kaufman, CPA, JD

    Bill received his Juris Doctorate degree from Widener University School of Law. He graduated magna cum laude from Lycoming College with a Bachelor of Arts in accounting, where he won the school’s law prize. Bill has been licensed to practice as a Certified Public Accountant in Pennsylvania since 1986. He is also a Registered Investment Advisor with the Securities and Exchange Commission.

    Bill has 30 years of health care, business organization, estate planning, tax, accounting, and office technology experience. He has held positions at Laventhol & Horwath, a national accounting firm, and Capital Blue Cross.

    Bill’s consulting has focused on advising physicians and dentists on business and practice management and personal financial planning. His law practice specializes in estate planning and administration, wills, trusts, health care, employment, and business/corporation law. He has served on the faculty of Harrisburg Area Community College.

    Bill has served as Financial Committee chair for Bethesda Mission and as the treasurer for his church. He practices Tae Kwon Do.


Mighty Oak Strong America Investment Company | 940 Century Drive, Mechanicsburg, PA 17055
Phone: 717-790-9001 | Fax: 717-790-9031| Email: ddemuth@investwithmosaic.com