Exit & Succession Planning
Mergers & Acquisitions
Estate & Trust Planning
Richard is a Principal at SVA Certified Public Accountants, 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.
The following is a partial list of the topics Rick covers:
• Succession Planning
• Estate Planning
Rick has spoken to audiences at: