LICENSED IN:
Texas CPA
NASD Series 7
State of Texas Series 66
State of Texas Insurance
Licenses/Life Accident
Health, HMO
EDUCATION:
University of Texas at Austin
Bachelor of Business Administration in Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
Richard’s responsibilities include financial advisory services, general business consulting, strategic planning, succession planning and tax services. Additionally, he devotes a significant amount of time meeting with family owned entrepreneurial businesses and helping them to develop short and long term strategies for estate, trust and other general business matters.
Real Estate
Partnerships
International Taxation
Family Business Planning and Consulting
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
North Texas Arthritis Foundation—Advisory Board Member
Parkland Foundation—Planned Giving Council
Jewish Federation of Dallas—Chair Audit Committee
Prior Board Service:
Dallas Holocaust Center—Board of Directors
Children’s Medical Center—Chairman, Planned Giving Council
Temple Emanu-El—Board of Directors
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EXPERIENCE
Richard’s responsibilities include financial advisory services, general business consulting, strategic planning, succession planning and tax services. Additionally, he devotes a significant amount of time meeting with family owned entrepreneurial businesses and helping them to develop short and long term strategies for estate, trust and other general business matters.
-
AREA OF FOCUS
Real Estate
Partnerships
International Taxation
Family Business Planning and Consulting
-
AFFILIATIONS
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
North Texas Arthritis Foundation—Advisory Board Member
Parkland Foundation—Planned Giving Council
Jewish Federation of Dallas—Chair Audit Committee
Prior Board Service:
Dallas Holocaust Center—Board of Directors
Children’s Medical Center—Chairman, Planned Giving Council
Temple Emanu-El—Board of Directors