Overview
Robert Jacobson is a Tax Partner at Aprio. He specializes in estate planning, tax planning, and consulting services related to tax law. Robert works closely with high-net-worth individuals, helping them with their businesses, estates, trusts, and individual tax planning. He also works with professionals in various fields, from attorneys and doctors to estate entrepreneurs and venture capitalists.
Experience
In his practice, Robert combines his extensive experience in estate and gift tax planning, as well as his deep understanding of the interplay between partnerships and trusts, to serve the clients at Aprio. He builds strong relationships with clients by understanding family dynamics and providing exceptional customer service through quick responses and a high level of professionalism.
Education & Affiliations
Robert earned his Bachelor’s Degree in Accountancy and Bachelor’s Degree in Economics from the University of Illinois Urbana-Champaign. He also holds a Master’s Degree in Taxation from DePaul University.
Robert is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants (AICPA).
Insights
