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 EXPERIENCE
Rick is a co-founder of the firm and a Partner in the Private Clients Group. He began his career with a national accounting firm, where he was a tax principal. With nearly 30 years of experience, Rick provides tax planning and consulting services for high net worth individuals and closely-held, entrepreneurial, and family-owned businesses.
EXPERTISE
Rick's areas of specialization include advising on tax matters affecting high net worth individuals and businesses in the technology, software development, distribution, services, and real estate industries. He consults extensively in connection with the tax planning/structuring of mergers, acquisitions, bankruptcies, and debt modifications/workouts.
Rick has written articles and lectured, both locally and nationally, on a variety of tax issues
including:
• Mergers and acquisitions
• Tax planning for high net worth individuals
• Tax planning for software developers
• Tax planning for entrepreneurial businesses
• Bankruptcies and workouts
EDUCATION
University of Massachusetts, Amherst - Bachelor of Business Administration
Bentley College - Master of Science in Taxation with high distinction
PROFESSIONAL AND CIVIC ACTIVITIES
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
University of Massachusetts, Amherst - Summer Camp Program - Sponsor
Beta Kappa Phi - Alpha Gamma Rho Scholarship Foundation* - Trustee
Helvering Society
*Affiliated with the University of Massachusetts, Amherst
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