RichLyman CPA CFP CVA
Certified Public Accountant
Certified Financial Planner
Certified Valuation Analyst
Accredited in Business Appraisal Review
Master Analyst in Financial Forensics
Rich has been a Certified Public Accountant for over thirty-five years, a Certified Financial Planner for over twenty-five, and a Certified Valuation Analyst for over twenty. He has extensive tax knowledge, having advised individual and business clients on complex tax and valuation matters at a Big Four public accounting firm over four decades. In addition, he has been a peer reviewer for the National Association of Certified Valuators and Analysts and has critiqued over five hundred valuation reports. With his deep knowledge of tax, valuation and financial planning, he is able to develop integrated approaches to complex life situations. From planning for college to business valuation, Rich can
provide valuable assistance for the journey of life.
PRACTICE
AREAS
Business Valuation
Small business valuation for estate and gift tax, equitable distribution, succession and family wealth planning.
Business Appraisal Reviews
Critiques (reviews) of other business valuation reports.
Consulting to prepare to depose or cross-examine business valuation experts.
Rebuttal documentation regarding faulty business valuation conclusions or analyses by other appraisers.
Marital Dissolutions
Individual tax and financial planning.
Financial planning for divorce and separation.
Quantifying sources of income.
Valuation of businesses and pensions.
Active vs. passive appreciation.
Asset tracing.
Tax effects of alimony and built in gains.
Equitable distribution planning, court appointed business valuations in divorces, disputes.
Affidavit of Financial Standing preparation.
Forensic Accounting
Reconstructing bank and investment accounts to identify non-disclosed, diverted or otherwise misused amounts and balances.
Reviewing business records for non-business related expenses (personal use of business funds).
Identifying undisclosed assets.
Tax and Financial Planning
Tax and cash flow planning for retirement and life changes.
Pre and post divorce tax planning.
Budgeting.
Minimization of taxes on retirement distributions.
Individual Income Tax Preparation
Preparation of original and amended individual income, trust and estate income tax returns.
diligence
dil·i·gence | \ ˈdi-lə-jən(t)s
NOUN
1. steady, earnest, and energetic effort : persevering application : ASSIDUITY
in·teg·ri·ty
[in- teg-ri-tee]
NOUN
1.adherence to moral and ethical principles; soundness of moral character; honesty.
2.the state of being whole, entire, or undiminished: to preserve the integrity of the empire.
Life is full of changes and unexpected events. Sound advice and counsel can ease difficult transitions.
We will always provide professional services diligently, objectively and with integrity and act only in your best interest.
Our goal is to provide you with the best possible analysis and advice that will allow you to make the best decisions.
All information will be kept confidential and will not be shared without your express permission.
We will be fair and reasonable in all professional relationships and disclose any conflicts of interest.
We do not charge for an initial consultation and we will only perform the work you request.
curveball
ˈkərv-ˌbȯl \
NOUN
1.A particularly difficult issue, obstacle or problem. Named after the equally tricky baseball pitch.
vi·cis·si·tude
[vi- sis-i-tood, -tyood]
NOUN
1.a change or variation occurring in the course of something.
2.interchange or alternation, as of states or things.
3.successive, alternating, or changing phases or conditions,
as of life or fortune, ups and downs.
OUR PROFESSIONALS
Rich Lyman
Tel: 704-968-4265
Education and Training
University of North Carolina at Chapel Hill – B.S. Business Administration
Tulane Universtiy – MBA
Graduate Mediation, Inc. – North Carolina Superior Court Mediation Training
Over 1,600 hours of continuing professional education
Certifications
Certified Public Accountant – North Carolina License #15956
Certified Financial Planner - #18833
Certified Valuation Analyst #6232 –member of accreditation team
Accredited in Business Appraisal Review- #991913
Master Analyst Financial Forensics
Memberships
National Association of Certified Valuators and Analysts (NACVA)
Member Valuation Credentialing Board - NACVA
Civic Activities
Habitat for Humanity homebuilder
Room in the Inn
Past Treasurer - Charlotte Running Club
Past Treasurer - Charlotte Swim & Racquet Club
Applied Economics Teacher - Junior Achievement
CONTACT
Rich Lyman CPA
OUR ADDRESS
401 Merwick Circle
Charlotte NC 28211-2319
704 968 4265
For any general inquiries, please fill in the following contact form:
CONTACT US
401 Merwick Circle Charlotte NC 28211-2319 704 968 4265