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Richard Kahn – DetailedCredentials, Certifications & Strategic Roles

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Intro & Summary

🏆Richard M. Kahn – Founder & CFO Advisor

The credentials detailed in the clickable TOC below form the backbone of my Intuit certified bookkeeping, accounting, and advisory services, including:

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• Intuit Gold ProAdvisor
• Intuit Enterprise Suite Certified
• QuickBooks Online Level 2 Certified
• QuickBooks Online Advanced Certified
• Client Advisory Services Foundation Certified
• Intuit AI Certified
• QuickBooks Online Payroll Certified

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Any team member assigned to work with or assist a client is also certified in the appropriate discipline.

Richard Kahn's professional credentials, certifications, licenses, and leadership experience.
TOC
1. Regulatory Licenses & Certifications

1️⃣🏛️ Regulatory Licenses & Certifications

Held by Richard Kahn (Past & Present)

Richard has held licenses across securities, lending, real estate, and tax domains since 1975—without a single complaint or disciplinary action. Licenses marked “Current” remain active; others were voluntarily relinquished.

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🔹 Securities & Financial Markets

  • Licensed with the U.S. Securities and Exchange Commission (SEC)

  • Registered with the National Association of Securities Dealers (NASD) (now FINRA)

  • Registered yo trade on the Chicago Board of Options Exchange (CBOE)

  • Licensed with the Commodities Futures Trading Commission (CFTC)

  • Member of the National Futures Association (NFA)

  • Blue Sky registrations held in multiple U.S. states

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🔹 Real Estate, Lending & Aviation

  • Principal Real Estate Broker, Florida DBPR (Current)

  • Residential Correspondent Mortgage Lender, Florida DFS

  • Licensed Real Estate Principal Broker, North Carolina Real Estate Commission

  • Licensed Real Estate Principal Broker, New York State Department of State

  • Instrument-Rated Pilot, Federal Aviation Administration (FAA) 

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2️⃣🧾 IRS-Recognized Tax Credentials

  • Certified Acceptance Agent (CAA), IRS / U.S. Treasury (Current)

  • AFSP participant, IRS / U.S. Treasury (Current) 

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3️⃣ 💚 Intuit & QuickBooks Online Certifications:

​​ 💚 QuickBooks Online (QBO)​

  • 🏅Gold Intuit QuickBooks Online ProAdvisor

Demonstrates ongoing certification, continuing education, and active participation in Intuit's professional advisor program.​

  • 💚QuickBooks Online Advanced ProAdvisor

Advanced expertise in QuickBooks Online configuration, financial reporting, workflow optimization, and business advisory applications.​

  • 💚QuickBooks Payroll Certification

  • 💚QuickBooks Tax Certification

  • 💚QuickBooks Time Certification

  • 💚QuickBooks Online Setup Certification

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💚 Intuit Bookkeeping Certification

📘Certified Bookkeeping Professional​ (Intuit +  Certiport)

Verifies advanced bookkeeping knowledge, including:

  • Double-entry accounting

  • Accounts payable/receivable

  • Reconciliations and financial statement preparation 

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2. IRS Credentials
3. QuickBooks & Intuit Certifications
4. Professional Experience

​4️⃣📘Professional Experience

FPG-USA, Inc. – Founder & Fractional CFO

2008 – Present

  • Provides CFO advisory, bookkeeping, and accounting services

  • Leads financial cleanups, compliance, and operational optimization

  • Oversees secure QuickBooks Online environments

  • Supports complex transactions including FIRPTA-related compliance matters

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FIRPTA Refunds, LLC – Founder & CFO

2008 – Present

  • Specializes in FIRPTA withholding, tax filings, and refund recovery

  • Advises foreign sellers, buyers, and closing agents on proper FIRPTA execution

  • Reduces or eliminates unnecessary withholding and accelerates refund recovery

  • Ensures accurate filings to avoid IRS penalties and costly compliance errors

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FPG-USA, Inc. – Forensic & Litigation Consultant, Testifying Expert

2008 – 2022

  • Led forensic investigations in over 1,000 mortgage and securities fraud cases across 37 states

  • Served as a testifying expert in state and federal courts

  • Provided asset analysis and reporting for banks, lenders, and legal teams

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Whale Mortgage, Inc. – Founder & Licensed Correspondent Lender

2003 – 2010

  • Originated and underwrote mortgage loans across Florida

  • Ensured compliance with state lending regulations

  • Directed loan operations, approval pipelines, and client servicing

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Mallpark, Inc. – Founder & eCommerce Innovator

1996 – 2006

  • Built and managed 50 category-specific cybermalls serving hundreds of eCommerce clients

  • Developed SaaS platforms and online payment gateway systems

  • Provided infrastructure and strategic support for B2B and B2C companies

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Commercial Real Estate Development & Lending

1985 – 2003

  • Directed acquisition, development, and compliance for multi-partner investment portfolios

  • Managed tax, real estate, and financial reporting obligations

  • Oversaw real estate syndications, lending structures, and regulatory filings

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Affiliated Real Estate Analysts, Inc. (A.R.E.A.) – Founder & CFO

1978 – 1995

  • Expanded from one asset to over 60 anchored commercial centers and dozens of residential properties across 12+ states

  • Managed CFO functions, tax compliance, and investment reporting

  • Directed multi-entity real estate partnerships and operations

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Merrill Lynch (NYC) – National Real Estate Tax Shelter Product Manager

1973 – 1978

  • Designed and launched real estate tax shelter offerings for Merrill’s international client base

  • Coordinated with legal and tax departments to ensure compliance and investor satisfaction

  • Reported directly to Don Regan, then CEO of Merrill Lynch and future U.S. Treasury Secretary

  • Assisted in analyzing client financials and structuring offerings, supporting capital raises through a nationwide network of account executives

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👉 Want to see how Richard's work experience translate into results for your business? 

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​📞 Schedule a Free CFO Strategy Call ›

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Schedule
5. Why These Credentials Matter
6. Kenpo Black Belt Credentials

5️⃣🧠 Why These Credentials Matter:

Richard’s background reflects a career built on regulatory integrity, financial expertise, and real-world business leadership. Clients benefit from working with an experienced advisor who understands compliance, financial systems, and the practical realities of complex transactions.

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His CFO advisory work helps businesses stabilize their books, improve performance, and scale with confidence—delivering clear insight, sound strategy, and measurable results.

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🎯 "My role is to help business owners see around corners, not just clean up the past."

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👉 [Schedule a Free CFO Strategy Call ›]  

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​6️⃣🥋 Kenpo Black Belt – 8th Dan

Kenpo Hall of Fame - Masters Division Inductee

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Richard's professional background is complemented by decades of martial arts training and leadership. Richard holds an 8th Dan Black Belt in Kenpo, reflecting over 40 years of discipline, strategic thinking, and continuous improvement. This background informs his professional approach with discipline, focus, and structured execution.

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🔍 Explore Richard’s Martial Arts Credentials › 

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Ph:  417-862-4710
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