"While the basics of our work for each client might be the same, 每个人的情况都是独一无二的. Understanding them and relaying that understanding is very important to building a mutually beneficial relationship."
理查德E. 莫里斯,注册会计师,MST, chose a career in accounting because he enjoys problem-solving and finds helping owners of closely-held businesses work through their tax puzzles incredibly fulfilling. 这种热情, coupled with his self-proclaimed substantial quality of chugging along until the job is done, has served him – and clients – well for more than 35 years.
分析, creative and thorough executive committee partner and director of tax services at 委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app) works side-by-side with closely-held and family businesses, 他们的主人, 关键人员和管理人员创造最佳, custom 税务筹划与合规 策略. Richard approaches every client with the mindset of “organic planning for the whole.” It’s not just “Tom’s Enterprises,” he explains, using a figurative example. 这是汤姆, 他的家人, and his key employees because Richard knows people go into business to make money for their family and community – not the government – so the primary goal is to help them minimize liabilities and capitalize on growth opportunities
他在……方面也有丰富的经验 信托及地产; 企业, 个人和合伙企业的税收和规划, 并就薪酬提供建议, 退休计划及继任事宜. Richard holds a 65系列证券许可证 and has worked with various associations and boards on their investment policies and management.
Richard enjoys working closely with clients who have unusual or complex tax issues that require customized solutions beyond general tax compliance. 他还参与了 非营利性 税务和会计问题, 包括公共和私人基金会, 和无关的企业所得税问题. He also represents clients before the IRS and various state and city governmental agencies on many matters, and interacts with multiple levels of government and professional organizations to be at the forefront of current and pending tax legislation. It’s part of his effort to follow his own advice to “do your homework and always be prepared.”
他的经验不仅限于税务问题, though, as Richard often helps clients with 企业 structuring, 实体的选择, 事务规划和分析.
行业领先的出版物,如the 华盛顿商业杂志, frequently seek his thought leadership, and he has appeared on TV and radio to share his expertise. Richard has also been a speaker and instructor to numerous groups, 有关税务的协会和大学, 业务形成和房地产问题.
Much of Richard’s work ethic inspiration comes from Meg Meeker’s book 坚强的父亲,坚强的女儿, which taught him how to encourage his two daughters (and two sons), whose energy and enthusiasm are his most significant form of motivation, 茁壮成长,自信成长. 当他不帮助客户的时候, Richard dreams of driving across the United States using nothing but side and back roads to explore the hidden parts of the country.