is a CPA whose technical specialty is estate/gift/trust matters. His CPA firm Friedman Brannen is San Diego County’s only CPA firm that specializes in estate, gift and trust matters.
Richard’s primary role is serving as “of counsel” to 6 Family Offices that have their own “in-house” CPA/CFO. These Family Offices “up-source” a variety of specialty projects to Richard, so that day-to-day operations are not affected by significant projects that normally exceed the scope and experience of a typical in-house CPA/CFO for a Family Office.
Examples include: the design and implementation of large intra-family wealth transfer programs, representation of significant income tax, estate tax, and gift tax controversies with taxing authorities, potential investment due diligence, improving financial and accounting reporting systems including the use of ASP technologies, and serving as the collaborative “hub” of a high-net-worth family’s complimentary legal, financial, valuation, and accounting resource providers.
Richard is the founder of the Move Your Feet Before You Eat Foundation, the Oceanside Turkey Trot and the Vista Strawberry Fest 5k. His foundation focuses on improving public school student physical fitness, replacing junk food snack options with healthy food options, and reducing teen pregnancy in the Oceanside and Vista public school systems. More information is available at www.kinaneevents.com.
Richard has expanded his job title to include author as well. In Greg S. Reid’s Book “The Rise,” Richard wrote Chapter 9. The book “So What’s Your Play” focuses on the monumental changes that “The Battle of the Sexes” between Bobby Riggs and Billie Jean King had on society in its strive towards gender equality.
For fun Richard plays baseball (no, not softball) and tennis, and he is also a long-distance endurance runner.
You can reach Richard Muscio, CPA, at 858.967.6335.