Bob is a Principal and Shareholder of Brown Schultz Sheridan & Fritz. Bob provides tax, audit and consulting services to his clients and specializes in assisting privately owned businesses achieve their success. He received his Bachelor of Science Degree from Shippensburg University from which he graduated Summa Cum Laude.
Bob works closely with entrepreneurs and closely held corporations to deliver high-quality advisory services. His extensive experience with closely held companies and real estate allows him to better assess and meet the accounting, tax and consulting needs of his clients.
Bob is a Certified Specialist in Estate Planning (CSEP). He helps his clients reduce their estate taxes while also helping them to develop a succession plan for their business. These succession plans might involve passing the business to the next generation or sale of the business. He has written many articles and participated in seminars on topics such as estate planning, wealth transfer and financial planning for the closely held corporation.
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