John Frederick Karch

John Frederick Karch
Irvine, California

Rick Karch, a principal in Oswald & Yap’s Irvine office, is a member of the Estate Planning and Tax Practices Group. Rick’s practice covers a broad range of complex individual, corporate, financial and tax planning matters arising in connection with domestic and international transactions.

Rick has substantial experience in business and estate planning; capital structuring and finance sourcing; tax-driven benefits and business continuity plans; investment banking; private and public securities offerings; business valuations and mergers, acquisitions and divestitures; and intellectual property.

He has structured off-shore risk management subsidiaries for Fortune 500 companies, and provided financial, tax and regulatory compliance counseling to investment banks, emerging growth technology companies, venture capital firms, life and casualty insurance companies, and other public and private corporations.

Rick also has cross-discipline expertise as corporate counsel, regulatory governance and compliance officer, operations officer, financial executive, investment account manager, crisis manager and administrator.

Prior to joining O & Y, Rick was with the law firm of Berger Kahn, LLP specializing in tax and estate planning.

Rick graduated from Princeton University with a B.S.E, and received his J.D. from USC Law School. He holds a LL.M in Taxation from the University of San Diego and a M.B.A. in Finance from Harvard Business School. He is admitted to practice in California, U.S. District Courts, 9th Circuit Court of Appeals, U.S. Court of Claims, U.S. Tax Court and the U.S. Supreme Court, Rick also is a CPA and holds licenses in real estate brokerage; life, health and disability insurance; and NASD (FINRA) Series 7 and 63 securities.

Rick is frequently invited to lecture at business and tax seminars. He is an active member of the State Bar of California (Business, Antitrust & Trade Regulations, and Real Property Law Sections); American Bar Association; Orange County Business Council; Harvard Business School Association of Orange County; and the Marine Corps Association.

Rick served on active and reserve duty in the U.S. Marine Corps as an artillery, Intelligence and special operations ANGLICO Officer, including a combat tour as a Forward Observer.

Areas of Practice:

Business and Corporate

Bar Admissions:

California

U.S. Court of Federal Claims

U.S. Court of Appeals 9th Circuit

U.S. Supreme Court

U.S. Tax Court

Education:

University of San Diego School of Law, San Diego, California
L.L.M.
Major:  Taxation

University of Southern California Law School, Los Angeles, California
J.D.

Harvard Business School
M.B.A.
Major:  Finance

Princeton University
B.S.E.

Classes/Seminars Taught:

Lecturer, Business and Tax

Professional Associations and Memberships:

State Bar of California, Business, Antitrust & Trade Regulations, and Real Property Law Sections

Member

American Bar Association

Member

Orange County Business Council

Member

Harvard Business School Association of Orange County

Member

Marine Corps Association

Member

U.S. Marine Corps

Reserve Duty

ANGLICO

Special Operations Officer

Past Employment Positions:

Berger Kahn, LLP