Rick Taylor, CPA

National Tax Office Leader

With over 30 years of experience, Rick Taylor is the leader of the firmwide tax practice of Wipfli LLP, where he coordinates the strategic direction of the firm’s tax practice, develops new planning techniques, and provides a wide range of technical tax services to the firm’s clients.

Rick has co-authored three technical tax books and is frequently quoted in newspapers and business periodicals. He was a developer and domain expert for two popular tax planning software programs.

Rick is a member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA).  He is a frequent national speaker for professional and business organizations, including the AICPA; the New York, Ohio, Florida, and Wisconsin Societies of CPAs; the Financial Planning Association; and the Society of Financial Service Professionals.



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Rick Taylor

Rick Taylor, CPA

National Tax Office Leader
 
Wipfli LLP Headquarters
10000 Innovation Dr.
Suite 250
Milwaukee, WI  53226
Tel: (414) 431-9385
rtaylor@wipfli.com
 
Areas of Expertise
  • Innovative transactions and specialized planning
  • Acquisitions, sales, and business restructuring
  • Accounting methods planning
  • Partnerships, S corporations, and trusts flow-through planning
  • Transfer tax (estate, gift, and GST) and succession planning

Education
  • University of Wisconsin-Milwaukee; master of taxation degree
  • University of Wisconsin-Green Bay; bachelor of science in accounting, graduating summa cum laude
  • Certified Public Accountant (CPA) designation; Recipient of the Elijah Watts Sells award for outstanding scores on the 1983 CPA exam