People

Richard B. Gulman

Partner/Founder - DGC

Richard B. Gulman

“I strive to add value in every conversation and interaction with my clients and their advisors, whether it is identifying the relevant issues or creating strategies and solutions to help them achieve their business and personal goals.”

Rick is a Partner in the Private Client group of DGC, a division of PKF O’Connor Davies. With over 40 years of experience, Rick provides tax planning and consulting services for high-net-worth individuals and closely held, entrepreneurial and family-owned businesses.

Rick’s areas of specialization include advising on tax matters affecting high-net-worth individuals and businesses in the technology, software development, professional services and real estate industries. He consults extensively in connection with the tax planning/structuring of mergers and acquisitions. Rick also advises on other transactions affecting entities and their owners, including estate/gift tax planning associated with such transactions.

Rick has written articles and lectured, both locally and nationally, on a variety of tax issues including:

  • Mergers, acquisitions and choice of entity
  • Income, estate and gift tax planning for high-net-worth individuals
  • Equity based compensation
  • Tax planning software developers
  • Tax planning for closely held entrepreneurial businesses
  • Debt restructurings and workouts

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • University of Massachusetts, Amherst
    • Sponsor, Careers in Accounting and Management Professions (C.A.M.P.)
    • Accounting Alumnus of the Year – 2019, Isenberg School of Business
  • Boston Estate Planning Council
    • Recipient of 2017 Excellence Award

Accreditations

  • Certified Public Accountant (Massachusetts)
  • Accredited Estate Planner®

Education