Client Advisory

Biography

Robert is a Principal in the New York office with more than 30 years of specialized experience in domestic and international taxation. He focuses on high-level tax planning, consulting, and controversy resolution for a diverse portfolio of individual and corporate clients across a broad range of industries.

Prior to joining Cerity Partners, Robert was a Senior Manager at Forvis Mazars US, a global accounting firm, where he served as a trusted tax advisor to prominent executives and their families, including several CEOs of S&P and Nasdaq 100 companies. Before Forvis Mazars US he was the head of the tax department for a multi-generational family office, providing full-service tax planning and compliance services for family members and their closely held businesses.

Education

  • BA in accounting from SUNY Old Westbury

Highlights

  • Certified Public Accountant
  • Member of New York State Society of Certified Public Accountants

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