Instructor Biography

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Richard K. Newman, CPA/PFS, AEP, CAP

Professionally, Mr. Newman is a CPA and, with his firm Life Audit Professionals, LLC, is a well-known life insurance expert who works with CPAs, attorneys, Registered Investment Advisors and nonprofits. For more than 25 years, he has guided clients with their estate planning, wealth transfer and tax-related matters. While providing these services, he also has helped his clients create legacies of giving to favorite charities. He has transformed this knowledge into MyLifeGiving, an innovative life insurance consulting program that specializes in the practical application for identifying and using underperforming and new life insurance policies to benefit clients and the charities they support. A graduate of the University of Miami, Mr. Newman is an active member in the following organizations: American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, Boca Raton Estate Planning Council, and the National Association of Life Underwriters. He has been a speaker and sponsor to the Florida Bar Tax Section, Florida Bar Real Property Probate and Trust Law, American College of Trust and Estate Counsel, Jewish Federation Professional Advisory Committee, and the University of Miami Heckerling Institute on Estate Planning. A resident of South Florida for 50 years, he is active in various charities. Those special to his heart are his temple, where he served on the board of directors, and Comfort Zone Camp in Richmond, Va., caring for the needs of children who have recently suffered the loss of a parent or main caregiver.