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Richard Sgarlata CPA*

Partner-in-Charge Chicago Region - Tax & Business
Watch and Money
 
111 S. Pfingsten Road
Suite 300
Deerfield, IL 60015

847.282.6311
richard.sgarlata@marcumllp.com
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*Licensed by the State of Illinois

Richard Sgarlata is partner-in-charge of the Firm's Chicago region, overseeing the Chicago and Deerfield, Illinois, offices. He is a member of the Tax & Business Services division and a member of the Firm's Executive Committee. As former president of Frost, Ruttenberg, & Rothblatt P.C., one of the largest full-service accounting firms in the Chicago region, he joined Marcum when the firms merged in 2015.

Rick Sgarlata has more than 40 years of experience as a CPA and consultant. His special expertise includes financial accounting and reporting for manufacturing entities, service businesses and healthcare providers. Among the services he provides are implementing financial accounting systems, reporting on financial statements, advising on mergers and acquisitions, and individual and corporate tax planning. In addition, he regularly advises individual and business clients on tax and financial opportunities, including developing financial strategies and solutions that benefit the company and its shareholders.

Among his accomplishments, Mr. Sgarlata:
  • Developed gift and estate tax strategies for shareholders of an international manufacturer that resulted in estate tax savings to the family of $900,000.
  • Guided the implementation of retirement and employee benefit plan options for a human resources consulting firm resulting in $50,000 annual tax savings.
  • Counseled a family-owned wholesale building supply company with annual revenue of $5 million on a business succession plan transferring stock ownership to the third generation.
  • Arranged a due diligence engagement for a major Chicago bank proposing a $25 million refinancing of a health care organization.
  • Advised on the planning, documentation and implementation of charitable foundations for clients.
Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • DFK International, past member, Executive Committee; past president, 2010-2011
  • Illinois CPA Society
  • Previously served on the advisory board of a Chicago bank
Subject Matter Expertise

Practice Focus

Healthcare Providers
Manufacturing Entities
Service Businesses

Education

Bachelor of Science, Commerce
DePaul University

Related Insights & News


Chicago Region Partner-in-Charge Rick Sgarlata discussed Marcum's national healthcare practice with Long Island Business News.

 

As medical professionals attempt to deal with the fluctuating business of healthcare, including the Affordable Care Act, the increased dependence on Medicaid and the consolidation ....


Long Island Business News interviewed Chicago Partner-in-Charge Rick Sgarlata and Melville Partner-in-Charge Carolyn Mazzenga for a feature profile on Marcum's growth and national expansion.

 

A little more than a year ago, Frost, Ruttenberg & Rothblatt, a regional firm in Chicago with around 20 shareholders and principals and 90 professionals ....


Long Island Business News article, "Marcum Expands Into Midwest Via Merger."

 

Accounting firm Marcum has expanded into the Midwest, by merging Illinois-based Frost, Ruttenberg & Rothblatt into its operations as of Nov. 1.


Crain's Chicago Business features Marcum merger in "New York Accounting Firm Buys Local Shop."

 

An independent Deerfield accounting firm founded 60 years ago is celebrating its anniversary by selling to a larger, New York-based firm.


CPA Practice Advisor article, "Marcum LLP Acquires Chicago Accounting Firm Frost Ruttenberg."

 

Marcum LLP, a top national accounting and advisory services firm, has acquired Frost, Ruttenberg & Rothblatt, P.C. (FROST), a full-service accounting firm with offices in ....


Accounting Today article, "Marcum Reaches into Midwest with Frost Merger."

 

Top 100 Firm Marcum LLP announced that it has merged with Illinois-based accounting firm Frost, Ruttenberg & Rothblatt PC, as of November 1.

 
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