Robert Wheeler
Contact
rwheeler@clarknuber.com
425.454.4919
Numbers
21 Years at Clark Nuber
7 Boss Concerts attended
4 Years spent as a Division I wrestler in college
3 Children with wife, Keri
A word to describe Rob is dedicated. Not only have he and his wife been to every Bruce Springsteen concert in the area since 1986, but he has given an incredible amount of himself to the success of Clark Nuber. You could say he’s our groupie.
As the shareholder in charge of the firm’s tax practice, he works with a wide assortment of businesses and their owners including real estate, professional services, technology and manufacturing. Rob loves working with the diverse team of tax professionals at Clark Nuber to continuously develop new and creative ways to serve our clients
Summary
Practice Emphasis
- Federal income and estate tax planning and consulting
- Taxation of real estate development, operations, and related services
- Planning with pass-through entities (partnerships, LLCs, and S corporations)
- Succession planning for commercial business owners, including business sales
- International transactions
Proven Results
- Devised numerous strategies for transferring ownership of family businesses and real estate operations to the second generation using discounts and self-canceling installment notes to transfer future appreciation while retaining cash flow for the founders.
- Consulted with many clients regarding both tax and business implications of shareholder and partner agreements, as well as various types of nonownership incentive plans, such as "phantom stock" plans.
- Assisted clients in structuring foreign operations by examining U.S. tax and tax treaty implications, and coordinating with foreign advisors concerning local law.
Education
- Montana State University, B.S. in Business, Honors
Activities
- American Institute of Certified Public Accountants, Tax Section member
- Washington Society of Certified Public Accountants
- The ESOP Association
- Bellevue Downtown Association
- Seattle Tax Group, 2005 Chair