Robert is a tax director with Baker Tilly’s federal credits and incentives practice. For more than 20 years, Bob has specialized in providing tax planning services and is a member of the firm's specialty tax services for federal credits and incentives.
- Leads the statutory tax credit practice that advises in energy tax credits, clean energy tax credits, CHIPs credits, production tax credits, advance manufacturing tax credits, alternative energy fueling tax credits and EV vehicles
- Coordinates tax credit guidance across the Baker Tilly IRA22 program between PWA and domestic content service, industry groups, municipal advisory, tax-exempt client practice, energy teams, Tribal services and credit monetization through Baker Tilly Capital
- Career specialization in fixed asset consulting to maximize energy credit basis and depreciation deductions including technical leadership 179D and 45L planning and implementation
- Past cost segregation leader in the greater Wisconsin region providing more than 300 annual engagements
- Concentrated compliance and consulting experience with real estate partnerships including special allocations of income/loss and minimum gain calculations. Specializing in real estate developers and contractors in affordable housing, hospitality, residential and commercial markets
- Past tax compliance experience in directing tax service engagements for 20 major clients. Total taxpayer filings above 200 that range from consolidated corporations, extended family businesses, multi-investor partnerships to simple real estate limited liability companies (LLCs)
- Consults in numerous accounting methods including depreciation, repair and maintenance, intangible assets, construction and cash/accrual issues
- Provides technical research and report support to low-income housing and historic rehabilitation tax credit consulting practice
- Multistate tax planning for corporations and pass-through entities
- Concentrates efforts to deliver exceptional service, extensive client communication and completed projects to meet and exceed expectations
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants
- Proposed guidance for clean electricity production and investment tax credits just released, author, 2024
- How to register for the clean fuel production credit by Jan. 1, 2025, author, 2024
- Sustainable aviation fuel credit eligibility criteria released, author, 2024
- New guidance released for previously-owned and new clean vehicle credits, author, 2024
- IRS simplifies IRA domestic content requirements for renewable energy projects, author, 2024
- Proposed guidance released for construction projects eligible for clean energy tax credits, author, 2024
- Inflation Reduction Act tax credits for the distribution, transportation and logistics industries, author, 2024
- IRS launches second allocation round for section 48C advanced energy project credits, author, 2024
- An overview of the recent amendments to section 30D, author, 2024
- IRC section 30C and the path to sustainable transportation, author, 2024
- Understanding IRS sections 25C and 25D for energy-efficient home improvements and residential clean energy credits, author, 2024
- IRS releases final regulations for section 6418, author, 2024
- Navigating the IRA’s latest supplemental rule around hydrogen production tax credits, author, 2024
- Tax-exempt organizations have a new cash flow opportunity, author, 2024
- What is the advanced manufacturing investment tax credit (section 48D)? 2024, author
- Understanding the proposed rules for transferring renewable energy tax credits, author, 2024
- Pre-filing registration portal for Inflation Reduction Act credits: A how to guide, author, 2024
- Exploring the many benefits of investment and production tax credits, author, 2024
- Electric vehicle charging stations impacted by section 30C alternative fuel refueling tax credit, author, 2024
