New IRS Guidance on Inherited IRAs
The IRS issued recent guidance that proposes some new interpretations to the SECURE Act of 2019. Recall that one of the most despised changes made
Richard Bean, CPA, CFA
March 11, 2022
Richard Bean, CFA, CPA
Chief Wealth Strategist
Outside of our founders, Richard is among the longest tenured members of CornerCap and leads our talented team of wealth advisors. Richard stays directly engaged with as many CornerCap clients as possible to stay abreast of the topics and trends most impacting high net worth families in any given year. His approach to client service is very hands-on, focused on custom scenario planning to suit individual client needs, a principle that he ensures every member of the wealth advisor team exudes in their client service, as well.
Education and Accreditation
- BS, Finance – University of Southern Mississippi
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA) Charterholder
- Member, CFA Institute
- Member, CFA Society Atlanta
- Member, American Institute of Certified Public Accountants
Richard's Insights & Resources
Gifts That Keep on Giving: Charitable Contribution Tax Mitigation Strategies
As the end of each year approaches, our team of wealth strategists gives special emphasis to actions that can be taken before December 31st to
Richard Bean, CPA, CFA
November 3, 2021
What a Biden Administration Could Mean for Your Wealth Outlook
The analysis below is not intended as an endorsement of or reaction to either candidate in the 2020 Presidential election. It is commentary based on
Richard Bean, CPA, CFA
August 21, 2020
What’s Next & What It May Mean for Your Portfolio
The world has changed rapidly over the past four weeks. It almost seems that January was part of a bygone era, making now an opportune
Richard Bean, CPA, CFA
March 22, 2020
Smart Money Matters: What the New Retirement Savings Bill Might Mean for You
This summer has seen much popular press coverage of Congress’s attempt to pass legislation improving and modernizing retirement savings plans. Known as the SECURE Act,
Richard Bean, CPA, CFA
July 30, 2019
Smart Money Matters: Gifting Techniques for the Savvy Taxpayer
Giving to charity is great; giving away your tax deduction is not. In this first comment in a series we call “Smart Money Matters,” Senior
Richard Bean, CPA, CFA
April 26, 2019