Walter & Shuffain, P.C.
Certified Public Accountants & Business Advisors
Quicklinks: Secure File Transfer • Latest Tax Tips • Online Newsletter • Information Center • Financial Calculators
Richard Eckstein is our Director of Tax Services. Over the years, he's been a trusted advisor for many closely-held and family-owned businesses. His loyal client base comes from the fact that Rick truly loves what he does. Rick's clients range from distribution and manufacturing to real estate and professional service companies. He has advised them in the areas of income tax, estate tax and succession planning, along with partnership and S Corporation matters, and representation before the IRS.
Rick also focuses on tax planning and equity compensation strategies for high net worth individuals. He counsels executives regarding stock option exercise strategies with a view towards minimizing both regular and alternative minimum tax. Some of his clients include executives from Biogen, Putnam, VistaPrint, Citigroup, Viacom and Bank of America. In addition, Rick provides expert testimony regarding divorce, income tax aspects of corporate liquidation and related forensic accounting.
Rick is a member of the Tax Section of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. He received his Bachelor of Science in Accounting from the State University of New York at Binghamton and his Masters of Science in Taxation from Bentley College.
Taxation, however, isn't Rick's only expertise. He and his wife have been actively training their wheaten terrier puppy (Theo Eckstein) and he is also a loyal Beatles fan. He's pretty good at playing guitar too—Beatles songs mostly.