Bob has more than 45 years of tax experience. His areas of expertise include taxation of individuals, sole proprietorships and fiduciaries. He earned a Master of Science degree in Taxation from Southeastern University in 1981. In 1990, he earned the Certified Financial Planner designation.
Bob worked in the national tax headquarters of General Business Services, Inc. in the subsidiary, General Tax Services, Inc., from 1971 through 1994, and taught tax update seminars to GBS business counselors across the United States from 1987 to 1990. Bob worked in the trust department of a large Virginia bank before joining the firm.
Bob's preferred focus areas are individual and sole proprietorships, estates, and trusts, especially when he can employ a tax planning viewpoint to assist the firm's customers.
Bob and his wife enjoy biking and hiking around the local countryside and trails. In the summertime, they participate in the festivals and celebrations around the area. He follows the Cleveland Indians and is an expert in music trivia.
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For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
According to new rules from the Tax Cuts & Jobs Act, meals and entertainment tax-deductible expenses for businesses have undergone considerable reform. Because the explanations of new deduction guidelines can be confusing, we’ve created this brief outline for you. A visit with your accounting professional to ensure your Chart of Accounts is correct may also be beneficial.