Richard J. Kollauf

CPA, CFP®, AEP®, JD

Principal

Areas of Expertise

Exit & Succession Planning

Mergers & Acquisitions

Estate & Trust Planning

On The Job

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.

Education

  • Marquette University
    • Bachelor of Science - Accounting
    • Juris Doctorate

Credentials

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Estate Planner (AEP®)
  • Juris Doctorate (JD)  

speaking experience 

  • 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
 

professional memberships, affiliations & activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Milwaukee Estate Planning Forum

civic & community involvement

  • Sharon Lynne Wilson - Center for the Arts - Board Treasurer

Speaker Source

The following is a partial list of the topics Rick covers:


• Succession Planning

  • Determining your goals and objectives
  • Understanding the value of your business
  • Developing a continuity/transition plan
  • Preserving personal and family wealth
  • Family governance and the after (business) life

• Estate Planning

  • The importance for anyone and getting started – the basics
  • Leaving a legacy for heirs and/or philanthropy
  • 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

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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sva-certified-public-accountant-affiliation-great-place-to-work-2021
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Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
PO BOX 62786
Colorado Springs, CO 80962
(719) 413-5551

Contact

(888) 574-4782
info@SVAaccountants.com
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