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Director of Tax Services
Education Bachelor of Science in Commerce, Major in Accounting, 1968, University of Louisville
Professional Experience Bob has more than 40 years of accounting experience. He served as President of Cotton + Allen from 1994 to 2007. Bob has been in public accounting since 1968. Bob's practice is directed to tax planning, business valuations, and management advisory services. His focus is centered in planning for privately-held businesses ("S" corporations and partnerships) and their owners, including gift and estate taxes, succession planning, and wealth management.
Professional Activities American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants
Community Involvement Greater Louisville, Inc., Business Counselor, FAST TRAC II Program Governmental Task Force Committee, Inc. Tank Advisory Board Member, Chairman of CEO Strategic Planning Program, and Focus Louisville Mentor Rotary Club of Louisville, Inc. Big Brothers and Big Sisters, Board Member and Executive Committee Member. Chairman of the Building/Capital Campaign Committee Bellarmine University, W. Fielding Rubel School of Business Executive Advisory Board Member, Member of the Planned Giving Committee of the Caritas Foundation Beta Alpha Psi, University of Louisville, Outstanding Accounting Alumnus 1997
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