Richard Austin Email & Phone Number

Waltham, Ma

Rich specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high-net-worth clients build legacies and create family dynasties. Rich works with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich’s areas of specialization include: • Advising high-net-worth clients, with an average net worth over $20 million dollars, on investment, estate, charitable and business planning design alternatives. Clients include fortune 500 executives and owners of successful closely held businesses. • Researching tax reduction strategies for clients and working closely with their advisors on design and implementation. Strategies include: freeze transactions utilizing valuation discounts and grantor trusts, sale and tax-free exchange transactions, equity collars for concentrated positions, stock option planning, split dollar analysis and the tax implications of charitable gifting. • Reviewing and analyzing client’s estate planning, business succession and employee benefit documentation and providing observations based on their financial goals. * Licensed, not practicing. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MA, NY

Rye Brook, New York

• Vice President at Lincoln Financial Advisors (LFA), a premier process driven financial services firm, serving as a national resource to advisors and their clients.• Led the Business Intelligence Institute of LFA, an initiative serving the business owner marketplace, helping them grow, preserve, protect, and transfer their life’s work.• Consulted with high-net-worth clients and business owners on estate planning, charitable planning and business succession planning.• Managed a team of national resources that coordinated financial planning throughout the LFA organization.• Successfully engineered and managed national initiatives to drive increased revenues to LFA.• National speaker and conducted seminars providing technical training to financial professionals.

Albany, New York

• Researched various federal and state tax issues and prepared individual income tax and gift tax returns.• Prepared detailed financial analysis for client meetings. Analysis included: document reviews with observations of estate planning documents, employee benefit plans; asset allocation modeling; tax projections; and retirement modeling.

Master Of Laws (Llm), Tax Law/Taxation

Doctor Of Law (Jd), Law

cum laude

Bachelor Of Arts (Ba), Political Science And Government

Activities and Societies: Model UNcum laude