Meet Our Dedicated Team of Professionals

Richard Stieglitz, CPA, is a Senior Advisor at Anchin. He specializes in 529 Plans, educational tax benefits and maximizing Social Security benefits. His clients include high net worth individuals and family offices, distressed debt funds, and real estate companies. Richard’s experience delivering an array of tax credits to the firm’s clients compliments his expertise within taxation as well as general tax matters.

Richard has worked with companies to achieve maximum tax savings; he helps his clients take advantage of programs that offer incentives and encourage economic development, business investment, and job creation. He has identified savings under various economic development programs for more than 100 local businesses. Richard’s tax knowledge allows him to coordinate economic development benefits in relation to tax issues and incentives. His experience has added savings to businesses in all types of industries, many of which were certified under the program but lacked benefits.

Richard has written numerous articles published in the Law Firm Partnership and Benefits Report, where he serves on the Board of Editors. Some of his other articles have been printed in Accounting & Financial Planning for Law Firms. Rick has been quoted in The New York Times and frequently lectures on taxation issues.