Panelist

Rob Tavis

Robert Tavis has over 20 years of experience providing accounting, tax and consulting services to clients in a variety of industries, including physician groups, real estate development and construction companies, wholesale and retail consumer products companies, and venture capital firms.  

As a member of BDO’s Private Client Services (PCS) Tax practice, Rob provides wealth transfer and income tax planning and compliance services to services to affluent families, with an emphasis on estates, trusts, family partnerships and foundations.  He also represents clients before the Internal Revenue Service and state taxing authorities. 

Rob is a frequent BDO speaker on PCS related topics.

Education: B.S., C.W. Post School of Professional Accountancy, Long Island University, Certificate in Financial Planning, C.W. Post, Long Island University