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Rick Gulman Receives Boston Estate Planning Council Excellence Award
5/26/2017Awards & Accolades
Richard B. Gulman, CPA, MST, AEP, Co-founder and partner at DGC received the 2017 Boston Estate Planning Council Excellence Award on May 24th at the annual BEPC Gala. This award recognizes Rick’s significant contributions to the estate planning profession. The Boston Estate Planning Council (BEPC) is a multi-disciplinary community of over 700 estate and wealth planning professionals. The annual Gala was hosted by the well-known Boston television personality Anthony Everett, and attended by over 500 people.
“I am honored to receive this award, and to be considered among the accomplished previous award recipients. This recognition is especially meaningful because it comes from my peers,” said Rick.
With almost 40 years of experience, Rick provides tax planning, consulting and tax compliance services for high net worth individuals and closely-held, entrepreneurial and family-owned businesses. His areas of specialization include advising on tax matters affecting high net worth individuals and businesses in the technology, software development, professional services, and real estate industries. Rick consults extensively in connection with the tax planning/structuring of mergers and acquisitions. He also advises on other transactions affecting entities and their owners, including estate/gift tax planning associated with such transactions.
Rick is a graduate of the University of Massachusetts, Amherst with a Bachelor of Science in Business Administration and a Master of Science in Taxation with high distinction from Bentley University.