Richard Philipson
Partner, PKF O'Connor Davies Advisory LLC
"I've dedicated my career to guiding clients through complex financial landscapes, always prioritizing their unique circumstances and aspirations."
Richard Philipson has over 40 years of experience in public accounting, primarily focused on taxation. He specializes in individual, business and estate planning and adeptly navigates complex family dynamics and tax issues in his professional advisory services.
Richard’s expertise extends particularly to trusts, estates and closely held businesses, where he has become a trusted advisor to high-net-worth individuals and other private clients.
Throughout his career, Richard has remained dedicated to addressing not only the tax implications but also the unique circumstances and aspirations of his clients.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
- Virginia Society of Certified Public Accountants (VSCPA)
- Greater Washington Society of Certified Public Accountants (GWSCPA)
Accreditations
- Certified Public Accountant (Maryland, Virginia, Washington D.C.)
- Personal Financial Specialist (PFS)
Education
- American University, Master of Science degree in Accounting
- Tufts University, Bachelor of Arts degree in History and Political Science