|
The firm's president and managing partner of daily operations, Rick is also responsible for administering the firm's tax practice as well as the business operations of the Firm. He provides specialized tax services, planning, research, and compliance counseling to businesses in a wide variety of industries. He also has extensive experience with mergers, acquisitions, reorganizations, and business consulting including litigation support for attorneys regarding those areas of expertise. Rick acts as a business advocate, providing integrated planning for closely held businesses and family members. Prior to joining the firm, Rick worked at an international big-five accounting firm, where he advised companies with annual sales of $1 million to $100 million, as well as several Fortune 500 companies. Subsequently, he served as senior accountant for Rockwell International, where he was responsible for federal and multi-state income tax compliance. He also acted as the tax manager of the Allen-Bradley Company, a Rockwell subsidiary. Among other professional teaching and training responsibilities, Rick has taught national tax training seminars. He has a master's degree in taxation, cum laude, from Robert Morris College and a bachelor's degree in accounting, cum laude, from Duquesne University. Rick also holds Series 7 and 66 Securities licensesand the Personal Financial Planning Specialist designation with the AICPA. Rick is the past President and member of the executive board of directors of the Northern Allegheny County Chamber of Commerce, a founding member of the Marketing Committee and past President of the South Hills Chamber of Commerce, a member of the Tax Section of the American Institute of Certified Public Acountants, and a member of the Pennsylvania Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also a member of the North American Tang Soo Do Karate Association. | 