Bob focuses on providing tax consulting services to clients in the financial services industry. Bob has more than 30 years of bank tax consulting and compliance experience, including 20 years at a Big Four accounting firm. He assists clients with financial reporting in accordance with FASB ASC 740 and planning and analysis of C corporation tax issues including mergers and acquisitions, tax benefit limitations upon Sec. 382 change-of-control, compensation and golden parachutes, and accounting methods and periods. Bob has served multi-billion dollar organizations, filing complex consolidated and multi-state returns. He also possesses expertise in planning for the election to be an S corporation bank and the resulting compliance issues.

Education, Credentials and Special Training
Certified Public Accountant (SC License #7174)
M.S., Accounting, Colorado State University
B.S., Business Administration with emphasis in accounting, University of      Nebraska

Professional Affiliations
American Institute of Certified Public Accountants
South Carolina Society of Certified Public Accountants

Thought Leadership
Panelist, Bank Tax Institute Community Banking Panel
Co-instructor, Co-Community Bank Tax Workshop