Bob has over 40 years of experience with domestic and international tax planning and compliance; finance and operations; merger and acquisition evaluation and planning; capital acquisition and structuring; private placements, public offerings, and SEC compliance and reporting. He also has significant audit and financial reporting experience.
Prior to partnering with Crowley, Wechsler, and Associates, Bob was the Managing Director of Meridian Services, with a principal focus in the area of sophisticated tax planning and compliance with a heavy emphasis on international issues. He works closely with international business and tax attorneys to coordinate domestic and foreign tax matters, including asset protection strategies through domestic and off-shore entities. He also assists clients with capital formation and financing, accounting system design and controls, operation reviews, business plan development, and due diligence services.
Prior to forming Meridian Services in 1995, he served for four years as CFO for a public company in Charleston. Prior to that he was managing partner of a mid-size local accounting firm in Columbia, SC, and was a senior tax manager for a national CPA firm.
Since mid-1998, Bob has spent a significant amount of his time working with a biotech company (ImmunoScience, Inc.) engaged in HIV vaccine research and development. As CFO for the company he is responsible for managing all finance and accounting functions, including tax planning and strategy for the company which includes a U.S. parent with four foreign subsidiaries.
Bob has served as an instructor for courses sponsored by the AICPA and the SCACPA (principally tax), and has developed several courses that he instructed for the SCACPA. He is a long-time member of the AICPA Tax Section, and is a member of the AICPA Forensic and Valuation Services Section.
B.S. (Accounting) University of South Carolina; over 1,700 hours in various tax, accounting, audit, financial reporting and SEC continuing education courses
Certified Public Accountant (SC license #1130)
Chartered Global Management Accountant