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Richard Lapoint

Tax Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Tax &amp; Beyond</span>
Intro Book
Seasoned finance professional with 40+ years of experience in payroll, financial analysis, accounting, and project management.
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Location
Greater Chicago Area, US
Skills
  • Payroll
  • Financial Analysis
  • Microsoft Excel
  • Budgets
  • Accounting
  • Show all
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Bio

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Richard Lapoint is a seasoned finance professional with extensive experience in payroll, financial analysis, accounting, and project management. He holds a Master of Business Administration (M.B.A.) from Dartmouth College and a Bachelor of Arts (B.A.) in Political Science and Government. With over 40 years of experience in various roles, including Managing Director, Master Tax Advisor, and Portfolio Manager, Richard has developed a strong skill set in financial management, tax consulting, and investment analysis.

Experience

  • Tax & Beyond
    • 2911 N Ashland Avenue, Chicago, IL 60657
    • Tax Consultant
      • Nov 2020 - Present
      • 2911 N Ashland Avenue, Chicago, IL 60657
  • H&R Block
    • Chicago, IL
    • Master Tax Advisor
      • 2003 - Nov 2020
      • Chicago, IL

      Tax return preparation and consultation. In addition to Personal, I have experience with a broad range of Business situations: Corporations, Partnerships, LLCs, Rental, and Fiduciary. Hold the Enrolled Agent designation.

  • Independent Contractor
    • Chicago, IL
    • Senior Consultant
      • 1998 - 2003
      • Chicago, IL

      Investment Marketing Consultant

  • BMO Nesbitt Burns
    • Chicago, IL
    • Managing Director - Research Administration
      • 1996 - 1998
      • Chicago, IL

      Significant Marketing and Research responsibilities in newly-formed Equity Institutional Service. Held Principal and Supervisory registrations.

  • Duff & Phelps
    • Chicago, IL
    • Managing Director - Investment Research
      • 1980 - 1996
      • Chicago, IL

      Extensive client relationship management and marketing responsibilities with geographical focus on major investment managers on the East Coast and in the Midwest. Previous investment responsibilities included Investment strategy and security analysis in support of equity and fixed income services.

  • Kemper Financial Services
    • Chicago, IL
    • Security Analyst
      • 1979 - 1979
      • Chicago, IL

      Energy company research.

  • Illinois State Board of Investment
    • Chicago, IL
    • Director
      • 1974 - 1978
      • Chicago, IL
  • Fidelity Union Trust Company
    • Newark, NJ
    • Portfolio Manager
      • 1970 - 1974
      • Newark, NJ
  • DuPont Glore Forgan
    • New York, NY
    • Portfolio Manager
      • 1968 - 1970
      • New York, NY
  • Citibank
    • New York, NY
    • Portfolio Manager - Investment Advisory
      • 1963 - 1968
      • New York, NY

Education

  • 1961 - 1963
    Dartmouth College - The Tuck School of Business at Dartmouth
  • 1958 - 1961
    Dartmouth College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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