Practice Tax Planning
Practice Entity Formation
Richard is a Principal for SVA Certified Public Accountants, S.C., and has more than 35 years of experience working in financial, accounting, and legal operations.
Richard’s expertise in the multi-faceted financial environment includes business succession planning, tax, investments, finance, mergers and acquisitions, estate planning, and trust administration. He also has experience in estate planning and distribution for complex operational and investment multi-state businesses. Richard provides income tax consulting services to closely-held and family-owned businesses, as well as high net worth individuals.
Rick is a Principal for SVA Certified Public Accountants, S.C., He has more than 35 years of experience working in accounting, financial, banking, and legal operations. Rick also has experience working as general counsel and CFO for multi-state distribution, logistics, and real estate operations.
Rick’s expertise in the multi-faceted financial environment includes business succession and estate planning, tax, investments, finance, mergers & acquisitions, and trust administration. Richard provides trusted advisor tax consulting services to closely-held and family-owned businesses, as well as high net worth individuals. He works closely with the other advisors of clients.
Rick is an attorney, CPA, Certified Financial Planner®, and Accredited Estate Planner®.
The following is a partial list of the topics Rick covers:
• Succession Planning
o Determining your goals and objectives
o Understanding the value of your business
o Developing a continuity/transition plan
o Preserving personal and family wealth
o Family governance and the after (business) life
• Estate Planning
o The importance for anyone and getting started – the basics
o Leaving a legacy for heirs and/or philanthropy
o Sophisticated gift and estate planning techniques to minimize income and wealth transfer taxes
Rick has spoken to audiences at:
• Local and national market radio
• National Associations
• Milwaukee Business Journal
• Milwaukee Estate Planning Forum and the Mid-Winter Estate Planning Clinic
• Wealth management company webinars
• Banking company webinars
• SVA educational seminars and webinars