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Robert is the Managing Partner of Shapiro & Shapiro CPA’s. In this role Robert leads the firm’s long-term strategy, growth initiatives and overall management of the future.
Robert brings more than 25 years of high level experience providing accounting, tax, and consulting services to privately-held businesses and high-net worth individuals. His extensive background includes valuation services, litigation support and financial planning.
Highly regarded for his knowledge and skill, Robert provides value added services and solutions to Clients.
Education
BS – Accounting – Kean College of New Jersey
CPA - Certified Public Accountant – New Jersey
ABV - Accredited in Business Valuation
General Securities License – Series 7
Registered Advisor Representative – Series 65
Insurance License – Life, Health
Professional Affiliations
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
Warren Business & Professional Association
New Jersey Business & Industry Association
Other Interests
When not in the office, Robert enjoys spending time with his family. He is an avid golfer and a competitive tennis player.
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Accomplishments
In 1997 he founded the financial advisory business currently affiliated with Raymond James Financial Services, Inc.
Robert has served on the Litigation & Valuation Services Committee for the NJSCPA.
He has negotiated both buys & sells of business interests across a wide range of industries.
Robert has been hired as a financial expert in litigation matters numerous times.
He has addressed the Society of Medical-Dental Management Consultants on the topic of “Concepts and Techniques in Buying, Selling, & Valuing Healthcare Entities” in June 2002.
Robert has conducted lectures at University of Medicine and Dentistry of New Jersey.
He has presented “Understanding Your Financial Statements”.
Articles written by Robert include:
“Bond Basics” published in the Warren Showcase in June 2003
“The $’s and Sense of Selling a Distribution Business” published in Distribution Magazine in March 2000
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