Bob Mathers is a Shareholder providing legal and business advisory services to Midwest businesses and their owners with a focus on closely-held businesses, estate planning, and private wealth services. He is a Certified Public Accountant and is AICPA Accredited in Business Valuation (ABV) and is an AICPA Personal Financial Specialist (PFS). He leverages his prior experience as one of the country’s largest CPA firm’s National Tax Director, and CEO of its Wealth Management subsidiary, to provide tax and transactional guidance to businesses and individual clients. He regularly provides guidance to CPA firms, financial services firms, and the accounting and investment advisory industries.
Bob’s professional memberships include American Institute of Certified Public Accountants (Tax Practice Responsibilities Committee), Wisconsin Institute of Certified Public Accountants, American Academy of Attorney-CPAs, Fox Valley Estate Planning Council, Winnebagoland Estate Planning Council, the Winnebago County Bar Association, the State Bar of Wisconsin (Director, Tax Section) and the American Bar Association (Tax Section).
Legal Practice Areas:
Business and Corporate Law
Business Succession Planning
Estate and Trust Administration
Fiduciary and Beneficiary Representation
Nonprofit and Tax Exemption
Start-up and Next Level Business Planning
Property Tax Assessment
State and Local Tax
Trusts and Estates
Articles in the National Law Review database by Robert A. Mathers