Robert S. Markwovitz, JD, CPA, CVA

 

Robbie has worked with closely-held companies and family businesses to determine their fair market values for such purposes as:
  •  Estate taxes
  •  Gift taxes
  •  Business sales
  •  Mergers
  •  Stock purchase plans
  •  Equitable distributions for marital divorces
  •  Buy/Sale agreements

Areas of Expertise
  •  Family and Estate Planning
  •  Retirement Planning
  •  Business Valuations
  •  Ownership and Business Transitions
  •  Corporate Tax Planning for Closely-Held Companies
  •  Personal Income Tax Planning

Professional and Civic Affiliations
  American Institute of Certified Public Accountants
  Pennsylvania Institute of Certified Public Accountants
  American Bar Association
  Pennsylvania Bar Association
  Allegheny County Bar Association
  National Association Of Certified Valuation Analysts
  Supreme Court of Pennsylvania
  United States Tax Court
  Tree of Life Congregation, President
  United Jewish Federation, Audit Committee Chairman
  Green Oaks Country Club, Former Treasurer

Education
  Pennsylvania State University, B.S., Accounting
  University of Pittsburgh School of Law, J.D.

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