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Bob has considerable expertise in auditing and accounting of exempt organizations, specifically educational institutions, arts and entertainment organizations, and other nonprofit organizations, as well as employee benefit plans, auto dealerships, and other commercial entities, where he manages and oversees the all services to these organizations. Additionally, he has significant experience in grant compliance, audits in accordance with Government Auditing Standards and the Uniform Guidance, financial reporting, and taxation of exempt organizations. Bob is a member of the Firm’s Accounting and Auditing Technical Committee and is the chairperson of the Financial Accounting Standards Board Subcommittee. He was named partner in 2024.
St. Bonaventure University, Master of Business Administration, Accounting
St. Bonaventure University, Bachelor of Business Administration, Accounting
American Institute of Certified Public Accountant
New York State Society of Certified Public Accountants
- NYSSCPA Not-for-Profit Committee, Buffalo Chapter
Transformational Leadership Program™ 2024, Convergence Coaching®
United Way of Buffalo and Erie County, Board Leadership Training
Cradle Beach, Inc., Treasurer
Parachute Credit Counseling, Inc., Board Member
Greater Buffalo Sports Hall of Fame, Former Board Member
When he isn’t working, Bob enjoys playing golf and spending time with his family.
Nonprofits can manage financial uncertainties by building and maintaining operating reserves. Key steps include establishing a written reserves policy, identifying windfalls and budget items, and enlisting support from the board and leadership team.
Balancing competition and collaboration is crucial in the nonprofit sector. Nonprofits often collaborate on events and campaigns, but they also compete for resources like donations and volunteers. Understanding when to compete and when to collaborate is essential, and the article offers strategies for managing both.
Board independence for nonprofits goes beyond just preventing conflicts of interest. The IRS defines independence using a four-part test, and failing to meet these criteria could raise concerns from the IRS and donors. To strengthen governance, nonprofits should aim to have at least two-thirds of their board members independent, with additional precautions for audit and compensation committees.
This session will cover key benefits of a federal R&D tax credit, the qualified activities and expenses for federal R&D tax credits, and much more.
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