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E. Richard Baum

CPA, J.D.
Tax Partner

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).

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News

Videos

  • Valuation Discounts: Opportunities for Privately Held BusinessesJune 6, 2017

    Anchin Tax Partner E. Richard Baum discusses valuation discounts and how older generations may gift interest in a business to the next generation at less than the full value through buy-sell agreements and cross-purchase agreements funded using life insurance.

  • Gifting: How to Leverage 529 Education PlansJune 6, 2017

    Anchin Partner E. Richard Baum discusses leveraging 529 education accounts, gift tax annual exclusions, gift maximums, the tax benefits of gifting in advance, and other important considerations.

  • The Impact of a Potential Repeal of the Federal Estate TaxMay 22, 2017

    Anchin Partner E. Richard Baum discusses the role of life insurance in planning for the federal estate tax and explores the potential repercussions, should these…

  • Understanding Lifetime TrustsFebruary 17, 2016

    Anchin, Block & Anchin LLP Partner Richard Baum discusses what advisers and clients need to know about lifetime trusts and why they've become more popular with Veronica…

  • Saving for Retirement February 17, 2016

    Anchin, Block & Anchin LLP Partner Richard Baum talks about saving for retirement.…

  • Baby Boomers & Retirement February 17, 2016

    Anchin, Block & Anchin LLP Partner Richard Baum talks about Baby Boomers and Retirement.…

  • Examining & Updating Your Plan February 6, 2016

    Anchin, Block & Anchin LLP Partner Richard Baum talks about examining and updating your plan. …

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