Managing Director CBIZ MHM Shareholder, Mayer Hoffman McCann P.C.
With over 25 years of tax and financial advisory experience, Bob Gellman helps a broad range of privately held clients develop tax and financial strategies consistent with their financial goals. Bob has authored a book and workshop on the subject entitled: Seven Keys to Unlocking the Door to Your Dreams: Exit Strategies For Business Owners.
Bob has integrated the benefits of export tax incentives into his client’s businesses for the past 20 years. From the FSC to the DISC, Bob has helped his clients save millions of tax dollars through these programs..
Bob uses his experience in the estate planning and charitable giving areas to address the personal and philanthropic interests of his clients. Bob is the Not-For-Profit tax practice leader in CBIZ MHM’s San Diego office.
Bob is a member of the firm’s Individual Wealth Planning and Not-For-Profit Technical Committees.
Bob is a CPA with a Masters Degree in Taxation from San Diego State University. He has Bachelor Degrees in Accounting and Finance from the University of Southern California a Certificate in International Business from the University of San Diego.
Board Member, USC Marshall Alumni
Board Member, USC Trojan Club
Board Member, WORLD TRADE CENTER San Diego
Member, Estate Planning Council of San Diego