With over 20 years of experience, Rob provides advisory and compliance services for trusts, family partnerships, and high-net-worth individuals, with a focus on family tax planning, trust and charitable planning, and multigenerational wealth strategies. Rob is known for delivering measurable results, helping clients minimize taxable income and maximize deductions. In a recent engagement, he helped a client maximize their Qualified Business Income (QBI) deduction by increasing year-end wages. By implementing a bonus payroll strategy, the client secured a full 20% deduction on pass-through income, resulting in $370,000 in federal tax savings. His clients value his proactive approach and ability to translate complex tax strategies into practical solutions.