Rob has practiced public accounting since 1998, providing state and local tax advisory and compliance services to large multistate and multinational companies and their owners in various industries. He also advises clients on state income tax and incentives related to corporate expansions, acquisitions, dispositions, reorganizations, and entity simplification projects.
Throughout his career, Rob has managed several large multistate reverse sales and use tax audits and income and franchise tax refund engagements, recovering millions in overpaid taxes. Rob has also managed and delivered voluntary disclosure services and/or audit defense services in most every state. He has experience with advising clients on nexus-related issues and product sales and use taxability for various types of transactions in 50 states. He also has extensive experience in consulting on multistate tax incentives including zone, wage, and investment-based tax incentives and grants. Rob and his team have assisted with the monetization of over $600 million in transferable tax credits.
He is a frequent speaker at regional tax conferences and regularly contributes articles to regional and industry-specific trade journals.
Selected Speaking Engagements
Monetization of Tax Credits – Strategies You Can Use
(Institute for Professionals in Taxation Symposium, November 2015)
(Willamette Valley Symposium, May 2015)
Are You Optimizing Your Business Credit Opportunities?
(Tax Executives Institute – Portland Chapter, December 2014)
Got a Tax Credit You Can't Use? You Can Sell It.
(American Public Media’s Marketplace, Online | August 2014)
State Legislative Update
(Rogue Valley Symposium, September 2013)
American Institute of Certified Public Accountants
Oregon Society of Certified Public Accountants
BA, business administration, Gonzaga University