Richard LaCross Joins KLR Wealth Management TeamMarch 22, 2011
Richard LaCross Joins KLR Wealth Management Team
Kahn, Litwin, Renza & Co., Ltd. (KLR) is pleased to announce that Richard LaCross, CPA has joined the firm as a Director. As one of New England’s largest accounting firms, KLR proves once again that its core commitment is the delivery of personalized service and sound business advice to set our clients on a course for success.
In bringing over 19 years of Wealth Management and tax strategies experience to the KLR Wealth Management team, Richard adds a diverse and client-focused background to the growing division. As a CPA and certified financial planner, Richard brings a uniquely valuable perspective to the process of wealth management for our clients. “The firm is excited to welcome such an accomplished and well-regarded professional to our team.” said David Shuman, Managing Director, Greater Boston. Richard is an outstanding resource for our clients and we are confident that his experience will offer our clients the high-level, personalized service they require.” adds Peri Ann Aptaker, Managing Director, KLR Wealth Management, LLC.
Richard LaCross received his Bachelor of Science in Accounting from the Western New England College and his MST in Taxation from Bentley College – Elkin B. McCallum Graduate School of Business. Richard was a vice president of Caturano and Company’s financial planning subsidiary, Caturano Wealth Management, LLC and most recently a director at RSM McGladrey. He has over 19 years of tax advisory services for high net worth individuals and closely held businesses. He specializes in providing comprehensive personal financial planning and consulting, including personal income tax planning, cash flow management, education planning, retirement planning, business succession planning and advising high net worth clients on risk management, investment allocation strategies, asset protection strategies and estate planning techniques.