Richard Welling: SBEC Mentor

Richard Welling, CPA

Richard Welling is the Founder and Managing Partner of Richard Welling LLP.  Richard has over 30 years of experience solving complex tax problems for clients in the investment management and real estate industries.  He focuses on strategic business tax planning, combining deep technical expertise with entrepreneurial thinking.

Richard was a Tax Manager at Arthur Andersen. He holds a BS in Accounting and Finance from California State University, Long Beach.  Richard’s philosophy is, “I do not work for a living – I work so I have something to give”.  He gives by serving his clients and investing in the growth of Richard Welling LLP associates. He is also active in the leadership of his community. Richard is Treasurer and Board Member for the South Bay Entrepreneurial Center. As a Vistage CEO member since 2005, he is not just a tax savvy CPA, but also a practically-minded businessman.  In his free time, Richard enjoys mountain biking and sailing.

 

Specialties

  • Strategic Business Tax Planning
  • Income Tax Compliance & Consulting
  • Corporate & Partnership Taxation
  • Trusts & Estates
  • High Net Worth Individuals
  • Mergers & Acquisitions

 

Industries

  • Investment Management
  • Real Estate