Brevard Chapter: Tax Deductions and Retirement Strategies

William Black Jr.

Bill Black has been in the pension administration business for over 36 years.  As president of PensionSite.Org., he is responsible for the marketing efforts of the firm and assists CPA’s nationally establishing custom designed qualified plans for their clients.  Whether 401(k) plans, Defined Benefit plans, Cash Balance plans, etc., the objective is maximizing the tax benefits and asset protection benefits afforded under ERISA.  Unlike the “cookie cutter” plans offered by the payroll companies, etc., custom designs allow the client significantly more advantages in contribution allocations and the like.

Having spoken nationally and internationally on the topics of qualified plans, Bill is a much sought after speaker. Bill has been quoted in USA Today and has been a guest on several financial radio shows.   He is certified to teach continuing education to CPA’s and insurance professionals.  Additionally, he has had numerous articles published in industry journals.

Randall Coleman

Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida. While not practicing as a CPA at Merrill Lynch, his continued involvement in the profession enable him to offer assistance on complex taxation, wealth transfer, and estate planning issues to clients and their other professional specialists. Randy does not provide tax advice in his current role at Merrill Lynch. He first joined Merrill Lynch in 1994 and has been serving clients in the financial services industry since 1983. Randy is Past President of Titusville Sunrise Rotary, the Brevard County Chapter of Certified Public Accountants, The Brevard County Estate Planning Council, and the Friends of the Children’s Advocacy Center of Brevard. He currently serves on the Executive Committee of the Jess Parrish Medical Foundation Board of Directors. Other current board positions include: Titusville YMCA, United Way of Brevard County, Eastern Florida State College Foundation and The Brevard County Civilian Military Relations Council. 

Randy resides in Titusville with his wife Mary. They have two children, Randall and Marissa.