Rob Popovitch has over 25 years of experience providing tax planning and wealth preservation services to ultra-high-net-worth clients, including some of the wealthiest families in the country and a wide variety of successful business owners, investors (e.g., managers of hedge, PE and VC funds), professionals and executives.

Rob’s overarching objectives include:

• Enhancing after-tax cash flows via advanced income tax planning;
• Reducing estate, gift and generation-skipping transfer taxes to bolster his clients’ multi-generational wealth transfer plans; and
• Enhancing the net assets of his clients, their heirs, and their charitable endeavors through comprehensive financial and tax planning at the business and individual levels.

Rob’s practice areas include:

• Wealth transfer taxation (gift tax, estate tax and generation-skipping transfer tax);
• Income taxation of individuals, trusts, estates, and partnerships;
• Family office design and operations, including structuring family investment funds;
• Exit planning for controlling business owners and pre-transaction tax planning;
• Buy/sell agreements (business continuation planning);
• Advanced uses of life insurance and annuities for income and estate tax planning; and
• Improving accounting systems and procedures to support better tax and financial decisions.

Rob is the author of Guide to Buy/Sell Agreements, which is now in its eighteenth edition. Prior to joining Andersen Tax, Rob was a Managing Director at Deloitte where he led the firm’s north Texas private wealth tax practice. Rob has also served as general counsel for a closely held oil and gas exploration and production company and a financial services firm.