Managing Partner, Partner-In-Charge of Tax Planning and Trusts & Estates
Bob is the Managing Partner of the firm and Partner-In-Charge of the firm’s Tax Planning and Trusts & Estates Group. He has over thirty-five years of experience in professional advisory services for businesses, professionals, fiduciaries and individuals. His professional affiliations include the New York Bar Association, the American Bar Association, the Nassau County Bar Association, the New York State Society of Certified Public Accountants, the Estate Planning Council of Nassau County (past President) and the Society of Trust and Estate Practitioners. Prior to joining the firm, Bob was a member of the Tax Department of Deloitte Touche Company.
Bob is a graduate of Fordham University, College of Business Administration, and holds a law degree from Fordham Law School. He served for many years on the boards of professional and educational organizations and has volunteered as coach or coordinator in various youth sports programs.