Richard Morris is the Executive Vice President and Director of Tax Services at Councilor, bringing 35 years of experience as an analytical and creative problem-solver. He specializes in helping owners of closely held businesses develop customized tax planning and compliance strategies.
Richard joined Councilor in 1996 and focuses on resolving complex tax issues requiring tailored solutions. His expertise includes corporate structuring, entity selection, and transaction planning.
As a Series 65 Securities License holder, Richard has worked with associations and boards on investment policies and management. He has deep expertise in trusts and estates, corporate and partnership taxation, compensation planning, retirement strategies, and succession planning.
He also works extensively with not-for-profit organizations and represents clients before the IRS and other governmental agencies. A recognized thought leader, Richard frequently speaks and contributes to industry publications.
