Vice President - Great Lakes/Midwest
Bob manages Tax Point Advisors' Midwest/Great Lakes practice, where he specializes in strategic relationships with a variety of clients and referral sources in order to provide specialty tax strategies. Bob works with CPAs, other professional service providers, and business and real estate owners, developing and implementing strategies to reduce tax liabilities and increase cash flow. These strategies include the R&D Tax Credit, the §179D and §45L energy efficiency tax incentives, and Cost Segregation.
Bob has dedicated the last decade to working with CPAs and their clients, assisting them with R&D tax credits and other specialty tax services. Prior to that, for 14 years, Bob worked with CPA firms across the country, helping them to grow their practices, including developing industry and functional specialty practices.
Bob has degrees from Ohio State University. He is based in Tax Point Advisors' Chicago office.