Biography

Rob has practiced public accounting since 1998. He provides state and local tax and credit and incentive advisory and compliance services to large multistate and multinational companies and their owners in a large range of 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, recoving millions in overpaid taxes. Rob has also managed and delivered voluntary disclosure services and/or audit defense services in most states. 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 $1.0 billion 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 Publications

Selected Speaking Engagements

  • The Corporate Activity Tax: What to Expect and How to Prepare
    (Moss Adams Webcast, January 2020)
  • 2019 Oregon Tax Update
    (Moss Adams University, June 2019)
  • State & Local Tax and Unclaimed Property for Dealers
    (AICPA, October 2016)
  • 2016 Credits & Incentives Symposium – Regional Updates: West
    (Institute for Professional in Taxation Symposium, October 2016)
  • Region IX & X Conference 2016
    (Tax Executives Institute – Portland, May 2016)
  • State and Local Tax Conference # 09313
    (OSCPA Professional, January 2016)
  • Monetization of Tax Credits – Strategies You Can Use
    (Institute for Professionals in Taxation Symposium, November 2015)
  • State Competitiveness
    (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, Online | August 2014)
  • State Legislative Update
    (Rogue Valley Symposium, September 2013)

Professional Affiliations

  • Co-Chair, Tax & Fiscal Policy Committee – Oregon Business & Industry
  • Member, American Institute of Certified Public Accountants
  • Member, Oregon Society of Certified Public Accountants

Education

  • BA, business administration, Gonzaga University