LAS VEGAS (June 10, 2019) – The American Institute of CPAs announced today that Richard L. Ward, CPA/PFS, has been awarded the 2019 P. Thomas Austin Personal Financial Planning (PFP) Scholarship at the AICPA’s Advanced Estate Planning Conference in Las Vegas, part of AICPA ENGAGE.
Richard has been a licensed CPA since 2011, and is president of his own financial planning firm, Capital Configuration, LLC in Pittsburgh, Pennsylvania. In his role, Richard connects tax with estate planning. He began his career in the financial industry in 2008 working for KPMG LLP. He was one of only a few new hires specially selected to attend and represent KPMG USA at the 2008 Global Audit Training in Athens, Greece along with new hires from 12 other countries.
“The emphasis Richard places on building strong client relationships perfectly embodies the role of the CPA as the most trusted adviser,” said P. Thomas Austin, CPA. “With his clients’ best interest always the top priority, he helps them overcome their financial fears and provides them with confidence as they plan for the future.”
CPAs who have worked fewer than 10 years and have fewer than 10 years estate planning experience are eligible to be considered for the scholarship which covers the cost of attending the AICPA’s Advanced Estate Planning Conference, as well as the related travel expenses. The AICPA established the scholarship in 2010 to honor P. Thomas Austin, a CPA who chaired the Advanced Estate Planning Conference for three decades and is currently chair emeritus. Austin specializes in estate and financial planning. Formerly with Ernst & Young (now EY), he serves as a consultant to CPA firms, law firms, and professional organizations.