Richard has more than 20 years of experience delivering specialized personal tax and financial planning services to high net worth individuals, including closely held business owners, executives, and hedge fund managers. He provides tax consulting; income and estate tax planning; federal, state and local tax compliance services; and representation before federal and state tax authorities for such individuals. Richards works with clients on multi-generational tax planning, philanthropic planning, wealth preservation strategies, and risk management.\nPrior to joining WeiserMazars, Richard held senior executive positions at two prominent family office advisory firms and was National Leader of Trusts and Estates at a major accounting firm. He has over 17 years of Big 4 personal financial planning experience.\nRichard received his Bachelor of Science in Accounting from the University of Delaware and his Master of Science in Taxation from Seton Hall University. He is a Certified Public Accountant in New Jersey, a Personal Financial Specialist and a licensed insurance advisor (Life, Accident, Health or Sickness and Variable).\nRichard is a member of the American Institute of Certified Public Accountants Personal Financial Planning Section and the New Jersey Society of Certified Public Accountants.
Like what you see? Make sure you're getting it all
Health Data Management delivers insightful analysis of the technology trends, tools and strategies that are shaping healthcare's future.