Certifications
- Certified Public Accountant (CPA)
- M.S., Taxation
- Registered Representative, Series 82 and 63 Licenses
Specializations
- Construction & Real Estate
- Logistics & Distribution
- Manufacturing
- Professional Services
With more than 37 years of public accounting expertise, Richard brings a wealth of knowledge to his role in aiding mid- sized businesses with tax, investment banking and advisory solutions to navigate tax and transactional challenges.
Throughout his distinguished career, Richard has long been a trusted advisor, providing guidance to clients from a wide array of industries on critical decisions such as entity selections, the implementation of effective tax-saving strategies and addressing complex multistate tax issues. Not only does he understand the tax implications of corporate liquidations, reorganizations, and merger and acquisition transactions, he actively guides the firm’s investment banking clients through both sell- and buy-side transactions.
Richard’s in-depth understanding of various tax incentives studies, such as research and development studies and cost segregation studies, positions him help numerous clients unlock cash flow and minimize liabilities to foster growth and profitability.
Richard’s expertise ensures that the tax structure of each deal is advantageous, enabling clients to navigate complex transactions with confidence and financial precision.
As a licensed investment banker, Richard acts as an advocate for clients during both sell- and buy-side transactions to ensure the tax structure of the deal is advantageous.