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Richard E. Morris, CPA, MST

Executive Vice President | Director - Tax Services

“虽然我们为每个客户提供的基本服务可能是相同的, each one’s situation is always unique. 理解他们并传达这种理解对于建立互惠互利的关系非常重要."

Richard E. Morris, CPA, MST, 选择会计职业是因为他喜欢解决问题,并且发现帮助私人企业的所有者解决他们的税务难题非常有成就感. That enthusiasm, 再加上他自诩的孜孜不倦的品质,直到工作完成, 为他和客户服务了35年多吗.

The analytical, 执行委员会的合伙人和税务服务主任, Buchanan & 老葡京手机app(老葡京手机app)与少数家族企业和家族企业并肩工作, their owners, key personnel and executives to create optimal, custom tax planning and compliance strategies. Richard以“整体有机规划”的心态对待每一位客户.“这不仅仅是‘汤姆的企业’,”他用一个比喻的例子解释道. It’s Tom, his family, 以及他的主要员工,因为理查德知道,人们经商是为了为他们的家庭和社区赚钱,而不是为政府赚钱,所以我们的主要目标是帮助他们减少负债,利用增长机会

He also has extensive experience in trusts and estates, corporate, individual and partnership taxation and planning, and advising on compensation, retirement planning and succession matters. Richard持有65系列证券许可证,并曾与各种协会和董事会合作,负责其投资政策和管理.

理查德喜欢与那些有不寻常或复杂税务问题的客户密切合作,这些客户需要定制的解决方案,而不是一般的税务合规. He also has substantial involvement in not-for-profit tax and accounting issues, including public and private foundations, and unrelated business income tax issues. 他还代表客户在美国国税局和各种州和市政府机构处理许多事务, 并与各级政府和专业组织互动,站在当前和未决税收立法的最前沿. 这是他努力遵循自己的建议的一部分,即“做好功课,随时准备”.”

His experience doesn’t stop at tax matters, though, 因为理查德经常帮助客户进行公司结构设计, entity selection, transaction planning and analysis.

Industry-leading publications, such as the Washington Business Journal他经常在电视和电台上分享他的专业知识. 理查德也是许多团体的演讲者和讲师, associations and universities on tax, business formation and real estate issues.

理查德的职业道德灵感大部分来自梅格·米克尔的书 Strong Fathers, Strong Daughters, 这教会了他如何鼓励他的两个女儿(和两个儿子), 谁的精力和热情是他最重要的动力, to grow up strong and confident. When he’s not helping clients, 理查德梦想着开车穿越美国,只使用小路和小路来探索这个国家的隐秘地区.

Professional Qualifications and Education

  • Certified Public Accountant (CPA), Maryland
  • Series 65 Securities License
  • B.S. Accounting, Catholic University of America
  • M.S. Taxation, George Washington University

Professional Associations and Activities

Speaking Engagement:

Community Involvement

  • Johns Hopkins Health System (Finance Committee)
  • Sibley Memorial Hospital (Board of Trustees, Treasurer)
  • St. Peter’s Parish (Finance Council)

Articles & Interviews

Awards

  • Enterprise Worldwide “Brand Ambassador” Award (2014)