Richard Newman

Richard Newman, CPA, PFS, AEP, CAP and founder
Life Audit Professionals, LLC and MYLIFEGIVING, LLC., Boca Raton, Florida
Articles by Richard Newman
Planning for the Needs of Exceptional Children
Special needs children face unique challenges as they transition into adulthood, attempt to gain functional independence, seek to become productive members of society and, eventually, have to face these challenges without their parents.
Are You Practicing Smart Marketing?
As 2012 drew to a close, wealth management professionals were inundated with business from families waiting until the last minute to take advantage of the estate-planning opportunity of a lifetime. But now that the dust has settled, and we’re well into 2013, are you still just as busy or has the momentum fizzled?
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