Bob has more than 35 years of experience helping clients with complex tax matters, business planning and litigation support work. He has assisted many professionals in transitioning their ownership interests to external purchasers and successive generations for both family and employees. Bob also leads the firm’s assurance practice and oversees all audit engagements, agreed upon procedures and attestation services.
Bob has comprehensive experience in tax matters related to corporations, partnerships, individuals, estates and trusts. He also offers management advisory services and consulting in the areas of business valuation issues in connection with estate and gift taxation, litigation support and business plan documentation. The diversity of his client experience positions Bob to handle the development of key tax strategies for improving cash flow, minimizing tax exposure, or transferring assets in estate planning.
Bob’s litigation work includes business valuation, forecast modeling, lost profit analysis and damage calculation. These engagements have been in the areas of divorce, breach of contract, lost earnings and dissenting shareholder actions. Bob’s level of accounting experience and business judgment is often sought in litigation engagements. He has testified as an expert witness in these engagements in both federal and state courts. Few accountants in public practice hold the breadth of exposure to complex issues as Bob.
Always listen to the client’s objectives before charting a course of action; this gives a much better result. Professionals tend to solve a problem before having all of the facts and a clear understanding of the client’s objectives.
When not at his desk, Bob enjoys golfing, traveling and spending time with his family. With Bob’s past and continued involvement with the TSCPA, he and his family have developed many close relationships with colleagues across the state which has led to travel with their respective families. He and his wife Lynn enjoy entertaining at their home and tailgating with friends at the Tennessee Titans games.