William Coughlan, CPA
Vice President, Tax Specialist
Will Coughlan is a Partner at LTax in Boca Raton, FL, and a licensed CPA in both Florida and Massachusetts. He brings his tax expertise to provide clients with sophisticated tax mitigation strategies. Prior to LTax, Will worked at PricewaterhouseCoopers in Miami, FL. He was part of the Personal Financial Services team specializing in ultra-high-net worth individuals providing consulting, advising, and compliance for individuals, pass-through entities, and small operating companies. Before PwC, Will worked at Withum Smith+Brown in Boston, MA. Will graduated Bentley University with a bachelor’s degree in Accounting. He also played football during his time at Bentley.
Tax services are provided through affiliate organization L-TAX, LLC. Lido Advisors, LLC is not licensed to, nor does it, provide tax advice or services.
Privacy Overview
Cookies do not typically contain any information that personally identifies a user, but personal information that we store about You may be linked to the information stored in and obtained from Cookies. For further information on how We use, store and keep your personal data secure, see our Privacy Policy.
We do not store sensitive personal information, such as mailing addresses, account passwords, etc. in the Cookies We use.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions.
The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Cookies Policy:
- Company (referred to as either "the Company", "We", "Us" or "Our" in this Cookies Policy) refers to Lido Advisors, 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067.
- You means the individual accessing or using the Website, or a company, or any legal entity on behalf of which such individual is accessing or using the Website, as applicable.
- Cookies means small files that are placed on Your computer, mobile device or any other device by a website, containing details of your browsing history on that website among its many uses.
- Website refers to Lido Advisors, accessible from www.lidoadvisors.com.
The use of the Cookies
Type of Cookies We Use
Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close your web browser.
We use both session and persistent Cookies for the purposes set out below: