Robert Jacobson, CPA, MST

Partner

Robert “Bob” joined the Firm in 1991 after spending five years at Altschuler, Melvoin & Glasser (now part of RSM McGladrey). Bob specializes in high-net-worth families and partnership taxation. He leads the firm’s family office practice and administers firmwide technology efforts. Bob currently serves as a member on the firm’s executive committee.

Bob is a member of the AICPA and IL CPA Society. He is currently President of Thomson Reuters GoSystem Tax Customer Advisory Board, advising on their nationally ranked tax software. Bob frequently speaks at various professional tax forums and other organizations.

Bob cherishes friendship more than anything else and wholeheartedly believes there is always room for more friends. He has an ice cream soda fountain in his basement and dreams of having an ice cream named after him someday. During baseball season, you will likely find Bob in the stands supporting his beloved White Sox.

Areas of Expertise:

• High Net Worth Family Services
• Private Client Services
• Partnership Taxation
• Estate Planning
• Wealth / Financial Planning