Robert Tobey’s tax career got started with an introductory tax course at Western Michigan University’s Haworth School of Business taught by Dr. Kathleen Sinning. After graduating WMU, he started a practice in Chicago with a predecessor to one of the Big Four. After that, he worked in industry as an income tax director of publicly held companies, at mid-sized CPA firms, and owned his own firm. His goal is to guide clients through the complexities of federal, state, and international tax laws to reach their economic objectives while explaining this to them in plain English.

His areas of technical expertise are pass-through entities, and tax matters associated with ultra-high and high net worth families and individuals. He works with operating companies, hedge, venture, real estate, and private equity funds, and owners and investors in these. Recently, he structured a cross border acquisition of California cannabis companies, reorganized Italian and U.S. real estate holding companies, and restructuring the holds of several Mexican families. He also advises cryptocurrency and digital asset investors and traders about the U.S. and international tax aspects of these activities.

Professional Affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Virginia Society of Certified Public Accountants (VSCPA)
• Western Michigan University Foundation (Board Member)
• Wall Street Blockchain Alliance Tax Committee (Chair)