Overview
Robert is a seasoned advisor experienced in estate and individual income taxation, serving high-net-worth individuals, families, and fiduciary clients. His specialties include helping clients navigate the complexities of wealth transfer, legacy preservation, and charitable giving. Known for his responsiveness and collaborative approach, Robert works closely with a dynamic team of professionals to connect family members, legal advisors, and wealth managers.
Experience
Robert guides clients through long-term tax, estate, and gift planning strategies, empowering families to make informed decisions that align with their values. Robert is passionate about evaluating charitable giving opportunities that create meaningful impact while supporting legacy goals. With a strong commitment to client service, he has been recognized for his prompt communication and willingness to answer questions about estate planning, advisor selection, and retirement resource management. His work consistently delivers measurable results, helping clients achieve both short-term objectives and long-term financial success.
Education & Affiliations
Robert earned his Master of Professional Accounting (MPA) with a concentration in Tax from the University of Texas and his Bachelor of Science in Business Administration (BSBA) in Accounting from the University of North Carolina. He is a member of the American Institute of Certified Public Accountants and the Georgia State Society of Certified Public Accountants. He also co-founded the American-Israel Chamber of Commerce, where he previously served as Treasurer.
Robert has served as the National Board Chair of Impact Israel, an organization that supports the education of over 20,000 at-risk youth annually. He was also the Past Chair and a Lifetime Trustee of the Jewish Federation of Greater Atlanta.
Insights
