A Principal
in the Tax Department at HA&W, Bob has over 25 years
of experience with a strong concentration in taxation, estate
planning and closely held businesses. Bob is a member of
the American Institute of Certified Public Accountants and
has earned its designation of Personal Financial Specialist.
He served on the Board of Directors of the Georgia Society
of Certified Public Accountants and is a past president
of the Atlanta Chapter. He is Vice President of the Atlanta
Estate Planning Council, Inc.
Bob's
clients call on his extensive experience in real estate,
captive insurance companies, family limited partnerships,
trusts, Subchapter S corporations, and estate planning.
Bob has authored articles, instructed seminars, been featured
as an expert on radio shows and television interviews, and
spoken on numerous topics including Buying and Selling a
Business in Georgia, Limited Liability Companies and Limited
Liability Partnerships, Estate and Gift Tax Planning, Roth
IRA conversions, captive insurance company planning, and
individual income topics.
A graduate
of the University of Georgia, Bob has a Bachelor of Business
Administration (1981) and a Master of Taxation (1983).
Bob
is involved in numerous professional organizations, including:
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants, Past
President - Atlanta chapter
National Association of Estate Planners & Councils
Board Member and Treasurer of the Georgia Charter Schools
Association
