Richard Morgenstern, CPA
Partner
Rick is a Partner with the firm. He joined Stephano Slack following the merger with MWE, where he previously served as a Partner.
Rick provides professional representation for clients in key areas such as financial and estate planning, tax planning and representation before the Internal Revenue Service, and management advisory services.
Rick earned his Bachelor of Arts from Temple University and became a Certified Public Accountant in New Jersey in 1981 and in Pennsylvania in 1984. He is currently licensed to practice in both states.
Outside of work, Rick enjoys golfing, playing jazz and classical piano, and traveling.
Key Areas of Expertise:
- Professional practices: Law, medical, dental, consulting firms.
- Manufacturing: Direct response (infomercial) products, novelties and corporate gifts.
- Retail and distribution: Jewelry, textiles, clothing, corporate gifts, novelty items and promotions.
- Services: Construction, pawn brokerage, real estate, outdoor advertising, investment banking, venture capital, executive placement and recruiting, sales brokers, amusement parks.
- Entertainment: Recording and production companies, artists, songwriters, producers, recording studios, professional athletes, journalists, authors, radio and television personalities.
Memberships and Community Involvement:
- American Institute of Certified Public Accountants- Member
- Pennsylvania Institute of Certified Public Accountants- Member
- New Jersey Society of Certified Public Accountants- Member
Member of the Tax Section of the AICPA