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Richard Bader
Firm: Janover LLC

Richard is a Senior Manager and a member of the firm’s Estate and Gift Tax Planning and Wealth Advisory practices at Janover LLC. He is a trusted advisor to a broad range of individuals and families and has an extensive experience specializing in income and estate tax planning and compliance for family offices, closely held business, and their owners. He is the go-to person to advise clients on complex estate and gift tax matters including multi-generational wealth transfer and succession planning along with post mortem tax planning. In addition, he collaborates with clients’ other professional advisors during the planning process to make sure the estate plan gets implemented and monitored properly. He has given in-house seminars discussing the use of trusts and different techniques used in gift and estate planning along with fiduciary income taxation. Rich earned his BS in accounting from University of Delaware and received a Master’s of Science in taxation from American University. He is the Chair of the Trust and Estate Administration Committee of the New York State Society of CPAs and serves on the board of the Estate Planning Council of NYC. He is also a member of the Young Benefactors group of the First Tee of NY and the Estate Planning Committee of the New York State Society of CPAs.

Past Events

1041 Updates for 2020 Tech Session Teleconference
Teleconference Event
Jan 12, 2021