Bill Yohana, Deloitte US, is a director in transfer pricing practice in New York City.
Over the past 18 years, Bill has focused on financial transactions transfer pricing, including the pricing of related-party loans, credit guarantees, the development of global loan and guarantee pricing policies, and the evaluation of thin capitalization issues. Bill has considerable experience in tax controversy matters arising from financial transactions, including responding to taxation authority position papers and creating strategies in taxation authority audits. Bill has also worked with clients in the energy sector, particularly in relation to the funding of their businesses, the establishment of "commercially realistic" capital structures, and developing models for cross-border energy trading.
Bill also advises clients in the financial services sector, including commercial and investment banks, asset managers, finance companies, and insurers.
Before he specialized in transfer pricing, Bill worked for 10 years in the financial services sector, and held roles in equity investment management and interest rate derivative structuring and marketing. He also worked at the Federal Reserve, where he held a payment system policy role.
- Cornell University, Johnson School of Management, Master's of Business Administration
- The University of Chicago, Bachelor of Arts, economics
- The University of Oxford, Jesus College, Visiting Student in Philosophy and Economics
- Chartered Financial Analyst, CFA Institute