Biography

Bob has been in the accounting industry since 1986 with experience in income & franchise tax dispute resolution and tax planning. Prior to joining Moss Adams, Bob was a senior audit manager with the California Franchise Tax Board (FTB). During his 12 years with the FTB, he specialized in overseeing examinations of Fortune 500 companies throughout the United States. He also performed and managed personal income tax examinations of high net worth individuals involving residency and complex sourcing issues.

In public practice, Bob has served private clients, executives and many of the largest technology, manufacturing, telecommunications, financial services, and retail companies in the world. He has also successfully represented individual and corporate clients before the California Office of Tax Appeal (formerly the State Board of Equalization).

In May 2019, Bob received the California State Committee on Taxation’s Saul Braverman Memorial Award for his contributions to the accounting profession.

Selected Publications

  • "Three Tax Questions to Ask Before Moving or Purchasing a Home in a New State" (Moss Adams Alert, February 2020)
  • "Servant Leadership" (CalCPA’s California CPA magazine, July 2019)
  • "California Supreme Court Decision Dynamex Creates Major Classification Changes for Independent Contractors" (Moss Adams Alert, June 2018)
  • "California Tax Update 2017" (CalCPA’s California CPA magazine, December 2017)
  • "California Expands Voluntary Disclosure Program" (Moss Adams Alert, October 2017)
  • "California Tax Update" (CalCPA’s California CPA magazine, December 2016)
  • "California Voters Approve Extension of the Tax Increase for Individuals" (Moss Adams Alert, November 2016)
  • "Reevaluate California Apportionment Formulas Following Gillette v. Franchise Tax Board" (Moss Adams Alert, January 2016)

Selected Speaking Engagements

  • CA Taxation of Nonresident Service Providers
    (CalCPA Tax Conference, November 2019)
  • The Hex of Nexus & Wayfair Decision
    (CalCPA LA/Beverly Hills, July 2019)

Professional Affiliations

  • Chair, California Society of Certified Public Accountants (2019-2020)
  • Chair, State and Local Subcommittee on Taxation, California Society of Certified Publis Accountants (2012-2017)
  • Member, Advisory Board, California Franchise Tax Board (2012-2017)
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, Government Relations Committee, California Society of Certified Publis Accountants

Education

  • BS, accountancy, California State University, Sacramento