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San Diego - Accountant |
Specialties: Tax Minimization Strategy, Non-Profits |
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Robert GellmanManaging Director - CBIZ MHM, LLC
I pursue three areas for the middle market closely held business and its owners.
1) Tax Minimization now and over the longer term,
2) Export Tax Incentives, R&D and Energy Credits, and
3) I am the head of our Non-Profit Tax Services.
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(858)795-2110
(858)795-2001 Fax
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10616 Scripps Summit Court
San Diego, CA 92131-3966 -
MAP
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| Profession |
Accountant |
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| Specialty |
Tax Minimization Strategy, Non-Profits |
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| Group |
CMV |
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| Business Name |
CBIZ MHM, LLC |
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| Title |
Managing Director |
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| Address |
10616 Scripps Summit Court
San Diego, CA 92131-3966
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| Work Phone |
(858)795-2110 |
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| Fax |
(858)795-2001 |
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| Web Site |
www.linkedin.com/in/bgellman |
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| Member Since |
1/2010
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I have consulted to business owners and CFOs regarding business and personal tax and financial matters for over 25 years.
I have specialized in tax minimization strategies with both an immediate and long-term view.
I manage the tax reporting and consulting services for some of the areas largest Charities and Foundations.
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Tax Planning and Consulting
Tax Minimization studies
Family Office Management
Domestic International Sales Corporations (DSICs)
Non-Profit Tax Services
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-Closely held businesses and their owners $5 to $350 million.
-Exporters
-Non-profit charities, foundations and educational institutions with revenues greater than $2 million.
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All industries in the middle market,
Non-Profit Charities, Foundations and Educational Institutions
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7th Largest Accoutning Firm in the US. Offices throughout the US. Seven Southern California offices, Oxnard, Bakersfield, West LA, Irvine, Temecula, Carlsbad, San Diego.
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| Social Clubs |
USC Trojan Club, USC Marshall Alumni Association of San Diego
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| Charities |
USC Marshall Alumni Assoc, Trojan Club, SD World Trade Center
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| Graduate Degrees |
Masters in Tax
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| College Degrees |
Bachelors in Business -Finance/Investments, Accounting
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Speaking/Teaching
Experience |
Exit strategy planning
Export Incentives
NFP 990 Roundtable
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| Organizations |
Bus Exec Council, Corp Dir's Frm, Est Planning Cncl, SDWTC
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