Robert W. Prifti
Bob Prifti has over 26 years of experience, primarily serving high net worth individuals, corporate executives and family groups. He works closely with clients and their advisors to provide comprehensive services in the areas of individual income, fiduciary, estate, charitable giving and wealth transfer tax matters. Bob has extensive experience addressing income tax compliance and planning opportunities, as well as in providing comprehensive multi-generational wealth transfer planning solutions. He also provides tax and financial services to family offices.
Bob has experience in helping clients achieve their charitable objectives, including advising on the establishment of charitable trusts and foundations. He has strong technical capabilities in fiduciary income taxation and trust administration.
Bob has previously practiced as a Certified Financial Planner advising clients on all aspects of financial planning, including long-term cash-flow modeling, planning for distributions from qualified and nonqualified plans, deferred compensation arrangements, stock option planning, and investment advisory. He has also previously lectured on financial planning matters at client seminars and at a local college in the Masters of Science Program for Financial Planning.
Before joining Andersen Tax in 2005, Bob was with KPMG for 12 years serving high net worth individuals, corporate executives and family groups.