Position
Managing Partner,
Partner in Charge of Tax Department
Rick is the Managing Partner and tax partner responsible for the execution and delivery of all tax consulting and compliance services to insurance clients of the firm. He is also the engagement partner for many of the firm’s not-for-profit, ERISA and closely held business clients.
Rick’s specific areas of concentration include captive insurance company taxation, state tax planning, employee benefit plan compliance, hospital and healthcare organization taxation, trust and estate planning and tax planning for business owners and executives.
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