Gregory (Greg) Ricci serves as a trusted advisor to many closely held businesses and their owners. His practice includes tax planning for individuals, corporations, limited liability companies, and partnerships, estate and gift tax planning, family business succession planning, life insurance planning, probate and trust administration, marital property law, corporate law and real estate law.
During his career, Greg has structured and advised on mergers and acquisitions including numerous associated tax issues. Greg has assisted clients with income, gift and estate tax planning and audits and is a member of the Milwaukee Estate Planning Forum. He has advised clients on all manner of business issues, including employment agreements, covenants not to compete, confidentiality agreements, incentive compensation plans for key employees, buy-sell agreements, contracts with vendors and general business matters. Greg also advises clients in real estate matters, including ownership and tax structure, leases, sales and purchases (both commercial and residential) and financing.
Greg’s practice has allowed him to work with established businesses, both large and small, startups and their owners. A member of the Milwaukee Estate Planning Forum, he has assisted numerous individuals of various ages and net worth with their estate planning needs. Greg also has extensive experience working with multi-generations of the same families in these areas, and he is particularly well-versed in matters of business succession planning.
As a certified public accountant, prior to practicing law, Greg worked in the tax department of the then “Big 8” accounting firm of Arthur Andersen & Co. His CPA status has proved essential in assisting various groups with their multifaceted business tax and estate planning matters.