Bob is an experienced tax professional who devotes his professional time to structuring tax strategies in the areas of compliance, consulting, and planning. Bob works closely with a broad range of high-net-worth individuals and multi-generational families, specializing in the areas of gift and estate planning, charitable gift planning, trust and estate administration, individual taxation, and wealth preservation. Bob serves as a practice leader in the Family Wealth and Estate Planning group. Bob joined Lumsden McCormick in 2008 and was named partner in 2022.
EDUCATION
Niagara University, Bachelor of Business Administration, Accounting (Magna Cum Laude)
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Treasurer
Western New York Estate Planning Council, President
Buffalo Business First, 40 Under 40 Honoree, 2021
COMMUNITY
Mount St. Mary's Hospital Foundation, Lewiston, NY, Chairman of the Board of Directors, former Treasurer
Mount St. Mary's Hospital Board of Associates, Lewiston, NY, Treasurer, former Chairman
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
Niagara University, Alumni Association Western New York Chapter Leader
PUCCS Charitable Fund, former Board Member
