MEET ROB

MEET ROB

Rob works with privately held businesses covering a wide array of industries, but over the years his main focus has been to assist physician medical and dental practices, and hospital based profit and not for profit organizations on all facets of their financial and operational needs. Often serving as the backroom CFO, Rob works with clients to identify what they need to help their companies grow and meet everyday challenges pertaining to financial operations and tax reporting needs. On the individual tax side, Rob helps clients look to the future with planning while at the same time assisting with their tax compliance needs.

Client services Rob can assist with include:

  • Businesses:
    Start-up needs
    Financing
    Financial Reporting
    Tax reporting & Compliance
  • Individuals:
    Tax Compliance
    Tax Personal Planning & Strategies
    Personal Financial Planning Compliance
  • Retirement Plan Alternatives/Solutions:
    Business
    Personal

 

Education

University of Pennsylvania, Wharton School with a BS in Economics
University of Pennsylvania, Wharton School, Masters in Accounting

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)

Community Service

Greater Lawrence Neighborhood Health Center, Board of Directors and Finance Committee Member
Hyannis Park Civic Association, Steering Committee and Past Treasurer
Grist Mill Village Civic Association, Treasurer

BACKGROUND

BACKGROUND

Rob began his career working in New York City for Ernst & Young in their SEC client group, and as a manger eventually became interested in private practice which brought him up to New England.  He worked for an SEC company handling government financial filings concentrated in energy services.  After several years, Rob joined a local, small, CPA firm in the greater Boston area, and over the next almost 40 years grew the business into R.J. Gold & Company, a recognized organization helping clients of all types and industries.  Healthcare clients became one of his main focal points, helping them to grow and develop over the years.  He merged his practice with Edelstein & Company in 2020 and is a partner on the Healthcare team.   As a partner, Rob provides a full range of business, financial and tax services, individual tax planning and preparation services, and retirement planning and compliance services for the Firm’s clients.