A tax partner based in Withum’s New York City office, Robert has over 30 years of public accounting experience and is a licensed certified public accountant in the states of New York and New Jersey. A member of Withum's Financial and Investment Services Group and Withum's State and Local Tax Services Group, Robert's expertise includes transactions involving a variety of financial products‚ derivatives‚ tax efficient trading and investment strategies. In addition, Robert advises clients on business and personal tax matters including strategic planning, transaction review, risk assessment, tax law compliance and corporate restructuring.
A respected tax consultant‚ Robert assists development-stage entities‚ investment partnerships‚ broker-dealers‚ fund of funds and private equity funds. He is often engaged by clients to review partnership agreement allocations and consult on adverse effects reflecting such allocations. In addition‚ he is actively involved with tax structuring for private equity transactions‚ including the tax ramifications to multi-state consolidated corporate entities with highly-compensated employee owners.
Prior to joining Withum in 2014‚ Robert was a partner with a local accounting practice. Earlier in his career‚ he worked at a national firm where he developed his hedge fund experience, and he spent several years with a “Big 4” accounting firm in the area of international tax. Robert has presented seminars and written articles on the topics of Section 475, Trader vs. Investor, REIT’s, PFIC’s, UBTI, Taxation of Capital Gains/Losses under various IRC Sections, Foreign Investment Entities Doing Business in the United States, Net Investment Income Tax and State & Local Tax Issues.
Robert earned his Bachelors of Science degree in Accounting from C.W. Post–Long Island University. He is a member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA)—where he served as the Taxation of Financial Instruments & Transactions Committee Chair—and the New Jersey Society of Certified Public Accountants (NJCPA)—where he served as the State & Local Tax Chair as well as the Tax Interest Group Leader. Robert is also a committee member of the New Jersey Supreme Court Tax Committee.
Very active in his community, Robert volunteers for the NJSCPA Pay It Forward, a program that educates New Jersey high school students about the benefits of becoming an accountant and assisted several students in receiving NJCPA scholarships for college. In addition, as an influential member of the NJCPA Directors Subcommittee, he plays a role in shaping New Jersey’s tax policies and legislation. Robert resides in Somerset County, NJ.
Withum isn’t just a job— we’re a family, and we carry that spirit together in everything we do. We live the Withum Way. We are catalysts for growth and success.