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 Richard E. Morris, CPA, MST, is a Vice President and Director of Tax Services at Councilor, Buchanan & Mitchell, P.C. (CBM). He has over 20 years of public accounting experience including corporate structuring and transaction planning and analysis, working with closely held businesses / family owned businesses and their owners and executives. He also has substantial involvement in estate, trust, corporate, individual and partnership taxation and planning, including compensation, retirement planning and succession issues.
In addition, Richard’s experience includes large multi-state enterprises, real estate, manufacturing and financing from both a taxation and operational perspective. He has an extensive and diverse estate and trust practice including planning and compliance issues. Richard works very closely with clients who have unusual or complex tax issues that go beyond general tax compliance. He also has substantial involvement in not-for-profit tax and accounting issues including public and private foundations and unrelated business income tax issues. Richard Morris represents clients before the Internal Revenue Service and various states on a variety of issues. He interacts with various levels of government and professional organizations in order to be in the forefront of current and pending tax legislation. Richard is a Certified Public Accountant with over 20 years experience and a Registered Investment Adviser in the State of Maryland. He has been a speaker and instructor to numerous groups, associations and universities on tax, business formations and real estate issues, and has authored numerous tax articles. Richard is a graduate of the Catholic University of America with a B.S. B.A. degree in accounting. He received his Masters in Taxation from the George Washington University in addition to holding his CPA certificate. He is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. Richard also serves on the Board of Directors as Treasurer for Sibley Hospital in Washington, D.C. Download Mr. Morris' Information as a VCard.
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