Rich Wagner, CPA

Dedicated, steady and focused, regardless of the deadline or urgent issue at hand, clients know they can rely on Rich for his insightful guidance, support and follow-through on their engagements.

Since beginning his public accounting career in 1998, Rich has been dedicated to the service of registered and private funds, as well as investment advisers. His deep industry expertise includes accounting, audit and financial reporting issues affecting various investment company structures and strategies, including domestic equity funds, interval funds, exchange-traded funds (ETFs), alternative investment funds, international funds, tax-free funds, debt funds, and master-feeder funds. Rich’s specialized expertise with investment companies includes fair valuation and pricing issues, audit and tax impacts related to investment selection, implementation of new accounting pronouncements and their effect on financial statements, and fund start up and organization structures.

• Pennsylvania Institute of CPAs
• American Institute of CPAs

Rich resides in historic Bucks County, Pennsylvania, with his family. Going for a run or watching his children skateboard at the local park are his favorite ways to unwind.