At a glance

Bob is Chair of Dopkins Tax Advisory Group. His practice has covered many industries, with a primary focus on tax and financial matters encountered by closely held business operations and their owners.  He has significant experience dealing with federal corporate income, federal personal income, state and local income, estate and gift and sales tax matters.  He has also prepared business valuations for estate, gift and income tax purposes and for clients who are actually engaged in buying or selling a business.  He has worked extensively in the merger and acquisition arena with closely held entities.  Bob joined Dopkins in 1988 after a seven year career with an international accounting firm, he also achieved his status as a Certified Valuation Analyst the same year.

Principal areas of expertise

• Business valuations
• Family owned businesses
• Mergers and acquisitions
• NYS & multi state sales tax
• Tax and business consulting

Industries Served

• Manufacturing
• Wholesale Distribution
• Retail
• Physician Practices

Designations

• Certified Public Accountant
• Certified Valuation Analyst

Professional Affiliations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, New York State Society of Certified Public Accountants (NYSSCPA)
• Member, National Association of Certified Valuators and Analysts (NACVA)

Community Service

• Treasurer of the Erie Community College Foundation Board of Trustees
• Assistant Treasurer, Park Country Club Board of Directors
• Member of the Audit Committee D’Youville College

Awards & Achievements

• Listed, Who’s Who in Banking and Finance, published by Business First of Buffalo

Education

• B.S. in Accounting, cum laude, Canisius College
• B.S. in Biology, LeMoyne College

Blog posts:

• Congress passes COVID-19 relief and appropriations bill
• SBA issues additional guidance on the loan repayment safe harbor
• New York State announces position on “Economic Nexus”
• Receive an IRS CP 2000 Notice? Beware.