Sarah K. Williams, CPA
Senior Manager, Wipfli Advisory LLC
With a particular interest in long-term sustainability, Sarah focuses on the risks and opportunities that environmental, social and governance (ESG) presents. She helps provide clients with fund structuring, audit and tax compliance, SEC custody rule examinations, consulting and cybersecurity.
Sarah leverages her past experience working with various onshore and offshore investment partnerships/companies, commodity pool operators, funds of funds, private equity funds, mutual funds and registered investment advisors to bring a well-rounded understanding of the industry.
Credentials
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
- 100 Women in Finance
Areas of Focus
- Wealth and asset management entities
- Audit and attestation services
- Environmental, social and governance (ESG)
- Custody rule independent verification
- Hedge fund and private equity partnership audits
- Private and closely held businesses
- Taxation
Education
Northern Illinois University- Master of science degree in accountancy
- Bachelor’s degree in business and economics
Recent Insights
Articles
Third-party attestations and surprise exams: A practical guide for registered investment advisors
May 09, 2025
Navigating custody and surprise examinations: Evolving regulatory standards for registered investment advisors
Feb 24, 2025
Custody rule checklist and key considerations for SEC-registered investment advisors (RIAs)
Jan 29, 2025
What you need to know about the SEC’s new climate disclosure rule
Mar 25, 2024
Cut your digital carbon footprint
Mar 16, 2023
ESG for private companies: How regulations will trickle down
Nov 15, 2022
How ESG strategy adds value for insurers
Oct 23, 2022
SEC steps up scrutiny of 12b-1 mutual fund fees
Oct 16, 2022
ESG regulations 2022: Where to focus your efforts now
Aug 24, 2022
ESG goes mainstream – are you prepared?
Jan 12, 2022
Making sense of hedge fund tax allocations
May 20, 2020
Videos And Webcasts
Your must-see guide to obtaining energy tax credits and other incentives
Jul 25, 2023
