Rick buggy - Tax
Rick has spent his career in public accounting providing tax advice and tax return compliance services to a variety of clients, focusing primarily on clients in the property and casualty insurance industry. He has worked extensively with insurance agencies and their owners to help manage current taxes, assist with succession and estate planning, and provide advice regarding tax-effective wealth accumulation strategies.
Most recently, Rick was the Office Managing Partner for the Hartford, Connecticut and Burlington, Vermont Offices of Crowe, LLP, a Top-10 international public accounting firm. Previously, Rick was a founding partner and the Managing Partner of Saslow Lufkin & Buggy, LLP, a regional accounting firm that specialized in serving the captive insurance marketplace, as well as insurance agencies in the Northeast. Earlier in his career, Rick was a Senior Tax Manager at a Big-4 accounting firm.
During his career, Rick has been fortunate to serve clients in located around the world and representing a wide variety of industries. Other areas of experience include:
Most recently, Rick was the Office Managing Partner for the Hartford, Connecticut and Burlington, Vermont Offices of Crowe, LLP, a Top-10 international public accounting firm. Previously, Rick was a founding partner and the Managing Partner of Saslow Lufkin & Buggy, LLP, a regional accounting firm that specialized in serving the captive insurance marketplace, as well as insurance agencies in the Northeast. Earlier in his career, Rick was a Senior Tax Manager at a Big-4 accounting firm.
During his career, Rick has been fortunate to serve clients in located around the world and representing a wide variety of industries. Other areas of experience include:
- Tax planning for high net worth individuals, executives and their families.
- Merger and acquisition planning, including merger implementation and financial integration.
- Succession and perpetuation planning for closely-held businesses.
- Start-up businesses.
Rick is an attorney and a CPA, and has an LL.M. in Taxation from Boston University School of Law. He has been a frequent speaker at seminars on alternative risk management planning, and was a tax faculty member of Bloomberg BNA from 2010 to 2017, presenting regularly on insurance tax topics.