Experience
Bob has 30 years of professional experience providing effective tax strategies since graduating from Northern Illinois University. As the partner-in-charge of the Tax Department, Bob's extensive experience includes the preparation and review of complex individual tax returns and large corporate and partnership tax returns. Working with company owners and executives, Bob analyzes clients' financial information, provides tax planning services with an emphasis on the minimization of corporate taxes and personal income taxes, and offers estate and succession planning services.
Education
B.S., Accounting, Northern Illinois University, 1974, Summa Cum Laude
Registered Certified Public Accountant, Illinois, 1975
Series 6 license - Investment Company Products Representative, 1997
Series 63 license - Uniform Securities Agent State Law, 1997
Series 65 license - Uniform Investment Advisor Exam, 1997
Licensed Life Insurance producer, Illinois, 1998
Licensed Variable Contracts producer, 1999
Series 7 license - General Securities Representative, 2009
Publications
Contributing columnist for the Elgin Courier News and the Kane County Chronicle
Professional and Civic Organizations
American Institute of Certified Public Accountants (AICPA)
Illinois CPA Society (ICPAS)
Fox Valley Estate Planning Council
Elgin Rotary Club, Treasurer
