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Rick Carlson, CPA
Managing Director, Tax Services
(212) 560-0660
Rick Carlson is a Managing Director, Insurance Tax Services, with SMART. He has more than 24 years of experience dealing with the federal and state taxation of property and casualty, life and health, mortgage and financial guaranty, and captive insurance companies. He has extensive experience dealing with the IRS National Office and the IRS Appeals Division as well as with mergers and acquisitions involving insurance companies. Rick is a frequent speaker at insurance industry conferences and has published various insurance tax-related articles (i.e. Year-end State tax review update, Tax impact of SSAP No. 10 Statutory accounting for income taxes).
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John B. Stine,
II
Executive Managing Director
Carl W. Back, Jr.,
CPA
Senior Managing Director
Tax Services
Thomas E. Barber, CPA
Managing Director
Tax Services
Gary C. Bingel, CPA, J.D., MBA
Managing Director
Tax Services
Rick Carlson, CPA
Managing Director
Tax Services
Brian E. Giannattasio
Managing Director
Transaction Advisory Services
Richard D.
Hofrichter, CPA
Managing Director
Tax Services
Michael S. Jackson, CPA/PFS, M.T.
Managing Director
Tax Services
Matthew D. Melinson, CPA
Managing Director
Tax Services
Douglas W. Nakajima, J.D., LL.M
Managing Director
Tax Services
Philip J. Olzen,
CMI, CIAO-A
Managing Director
Tax Services
Gregory
L. Stephenson
Senior Managing Director
Tax Services
William
J. Stickney, MST, CPA
Managing Director
Tax Services
Randall
J. Wichinski, CPA, MBA
Managing Director
Tax Services |
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