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Background/Experience:
Received Bachelor of Arts degree (Sociology) from Lycoming College.
Received J.D. and M.S. degrees (Accounting) from Syracuse University.
Two years of experience with the Syracuse office of a national accounting firm.
Over 30 years tax experience providing services in individual, corporate, partnership and estate tax arenas.
Rick leads the firm’s Estate Planning practice.
Rick has extensive experience in family succession planning, family gifting and other aspects of closely-held business taxation.
Professional Memberships:
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
New York State Bar Association
Estate Planning Council of Central New York
Community Involvement:
Crouse Health Hospital, Inc. - Board of Directors; Chairman of the Audit and Finance Committee
Central New York Community Foundation-Former Treasurer and member of the Board of Directors
United Way of Central New York - Former Treasurer and member of the Board of Directors
Syracuse Home Association- Former Treasurer and member of the Board of Directors
American Lung Association- Former member of the Board of Directors
Contact Community Service Inc.- Former member of the Board of Directors
Rescue Mission- Former member of the Board of Directors | 