Meet E. Richard Baum, CPA, J.D.

A certified public accountant and attorney, Richard brings a unique perspective and expertise to his clients at Anchin. For more than 30 years, Richard has provided clients with a full range of planning and reporting services in the fiduciary area, including estate planning, estate administration, preparation of estate and gift tax returns, fiduciary income tax returns, qualified retirement plan distribution planning, and split-interest gift and charitable planning. A member of the Firm’s Tax Department, Richard also serves on the Steering Committee of the Private Client Group.

Richard is a frequent speaker on trust and estate topics and has authored articles on a variety of subjects. He has published work in the New York Law Journal, Taxation for Lawyers, and Taxation for Accountants and has been profiled in the Private Asset Management Newsletter. Richard writes for the Firm’s alerts and newsletters while also providing numerous continuing education programs to members of Anchin’s professional staff. Additionally, he is a frequent presenter on Anchin webinars relating to tax law and its impact on high net worth individuals.

Richard is a member of the Trusts and Estates Section of the New York Bar Association and of the New York City Estate Planning Council. In addition to his public accounting certification and admission to the Bar, Richard is also a licensed life and health insurance provider. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).