Instructor Bio

Richard F Shull (Dick)

Richard Shull, CPA

Current Position and Responsibilities
Richard has served the firm as our Northwest U.S. market leader and tax service line leader from 2014 through 2018. He enjoys helping businesses and individuals realize their goals by offering them an honest, straightforward, and impartial assessment of their financial situation. Richard works in close partnership with his clients—specially in the fields of construction, manufacturing, and transportation—providing the vital information needed to make important decisions.

As owners look for ways to successfully transfer their businesses within their families or to third parties, Richard positions himself to assist them with identifying options and making sound decisions to accomplish the best results for them.

Specializations
? Business transition planning and consulting
? Wealth management planning and consulting
? Small business tax planning and consulting
? Manufacturing and distribution planning and consulting
? Construction and real estate planning and consulting

Past Experience
? Presentation on 2017 Tax Cuts and Jobs Act (TCJA) impact on Montana businesses - Montana Governor’s Conference on Tourism and Recreation (April 2018)
? Multiple presentations on TCJA to Montana businesses, bank groups, and law firms
? Corporate and individual income tax planning and consulting
? Business consulting on ownership structuring and transition planning, including buy- and sell-side acquisition consulting

Professional Memberships and Activities
? American Institute of Certified Public Accountants (AICPA) - Member
? Montana Society of Certified Public Accountants (MSCPA) - Member
? Missoula Country Club Finance - Member and board committee member
? Missoula Chamber of Commerce - Past board member and treasurer
? The Flagship Program, Missoula - Past board member and president
? United Way of Missoula County - Past board member, treasurer, and president
? Sentinel Kiwanis Club - Past member

Education
Carroll College - Helena, Montana
? Bachelor of science degree with majors in accounting, business administration and finance and a minor in political science

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