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Rick Bazzani, CPA

Associate Director of Tax Services

Rick Bazzani specializes in the taxation of estates, trusts, gifts and individuals. He is experienced in estate tax planning, individual tax planning and representation before governmental agencies in connection with tax audits.

Bazzani has diversified experience consulting with personal representatives, trustees, beneficiaries and professional service providers regarding tax, administrative and probate issues.

Areas of Focus

  • Income and estate planning
  • Income tax planning and compliance
  • Trust compliance and planning

Education

  • Stetson University – Bachelor of Business Administration
  • Stetson University – Masters in Accounting

Industries Served

  • High-net-worth individuals
  • Fiduciary services for individuals and trusts
  • Trust and estate planning

Affiliations