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 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 $500 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
Got a Tax Credit You Can't Use? You Can Sell It.
American Public Media’s Marketplace
(Online, August 2014)
State Legislative Update
2013 Rogue Valley Symposium
Overview of State & Local Tax for International Businesses
International Praxity Tax Conference
Clean Technology Update
Annual Technology Conference
State & Local Tax Update
National SALT Praxity Conference
Recent State Tax Legislative Changes – Traps & Opportunities
National Building Opportunity Conference
Current Trends in Sales Tax Compliance
National Credit Managers Conference Credit Group
American Institute of Certified Public Accountants
Oregon Society of Certified Public Accountants
BA, business administration, Gonzaga University