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Richard E. Morris, CPA, MST

Executive Vice President, Director of Tax Services

"We are analytical, creative and thorough."

Richard is an Executive Vice President and Director of Tax Services at Councilor, Buchanan & Mitchell, P.C. (CBM).  He has more than 30 years of public accounting experience, working with closely held businesses, their owners and executives. He also has extensive involvement in estate, trust, corporate, individual and partnership taxation and planning, including compensation, retirement planning and succession issues.  He holds a Series 65 Securities License and has worked with associations and boards on their investment policies and investment management.

His public accounting experience includes corporate structuring, entity selection, transaction planning and analysis, estate planning and working with closely held and family owned businesses, and their owners and executives. Richard works very closely with clients who have unusual or complex tax issues that require customized solutions and 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 represents clients before the Internal Revenue Service and various states and cities 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.

He has been a speaker and instructor to numerous groups, associations and universities on tax, business formation, and real estate issues, and has authored numerous tax articles as well as television and radio.

Professional Qualifications and Education

  • Certified Public Accountant, Maryland
  • Bachelor of Arts in Accounting, Catholic University of America
  • Master of Taxation, George Washington University
  • Series 65 Securities License

Professional Associations and Activities

  • Maryland Association of CPAs (MACPA)
  • American Institute of CPAs (AICPA)
  • Greater Washington Society of CPAs (GWSCPA)

Civic and Business Associations

  • Board of Trustees, Sibley Memorial Hospital, Washington, DC
  • Treasurer, Sibley Memorial Hospital, Washington, DC
  • Parish Finance Council, St. Peters, Olney, MD
  • Finance Committee, Johns Hopkins Health System

Awards

  • Richard, recipient of the 2014 Enterprise Worldwide “Brand Ambassador”Award, has more than 25 years of public accounting experience and is a sought-after speaker for associations and universities on tax, business formation and real estate issues. In addition to numerous television appearances, Richard has authored a number of tax related articles.

On Client’s Challenges…

  • “Know your client, his industry and his situation. While the basics of the work we do for each client might be the same, their situation is always unique. Understanding them and relaying that understanding is very important to building a mutually beneficial relationship.”

Point of View

  • On Client’s Challenges…”Know your client, his industry and his situation. While the basics of the work we do for each client might be the same, their situation is always unique. Understanding them and relaying that understanding is very important to building a mutually beneficial relationship.”

Influence

  • The Lesson I Learned From My Mentor…”’Strong Fathers, Strong Daughters’ by Meg Meeker. It taught me how to encourage my two girls and to teach them to grow up strong and confident. That is important to me because their energy and enthusiasm are my biggest form of inspiration. I don’t ever want them to lose that.”

Track Record

  • On Becoming a CPA…”I chose this profession because I like problem-solving.  Helping owners of closely-held businesses work through their tax puzzles is incredibly fulfilling.”

Lightning Round

  • What is your favorite memory? My fondest childhood memory is Christmas morning with my parents, brothers and sister.
  • Where is your favorite place to spend time?  If I could go anywhere in the world, I would drive across the United States using nothing but side and back roads.
  • What is your strongest quality? My strongest quality is that I keep on chugging until the job is done.
  • What is some advice you’d provide? My advice? Do your homework and always be prepared.
  • What is the last book you read? The last book I read was “Bully Pulpit” by Doris Kearns Goodwin.