Richard is a principal with Baker Tilly’s private wealth tax practice.
Richard has been working in the private wealth tax space for more than 10 years with a focus on high-net-worth individuals, closely held businesses, large family groups and executive/C suite clients. Richard serves as an essential business advisor, proactively consulting with his client base on tax deferral and minimization strategies.
Specific experience
- Tax compliance services for a wide variety of client types ranging from high-net-worth individuals, closely held businesses (with an emphasis on S corporations, partnerships and LLCs) and trusts
- Tax advisory and consulting services, including but not limited to equity compensation and stock option planning, QSBS stock, charitable giving strategies, entity choice analysis and state residency transition planning
- Clear and effective communications with clients and their advisors, providing simplification to complicated tax issues
- Collaboration with Baker Tilly’s various specialty tax groups and service offerings to ensure that high quality, holistic tax services are being provided
- Licensed certified public accountant (CPA) in the State of California
Industry involvement
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)