Robert A. Kosbie, CPA/ABV/CFF, CFP, MBA


Robert provides tax, accounting and management consulting services to high net worth individuals and privately owned businesses with an emphasis on manufacturing, real estate owners and developers, restaurants, and professional service firms.  His clients appreciate his “roll up the sleeves” and get the job done attitude.  He understands the financial and operational needs of medium sized businesses which enables him to reach out and assist owners and management in strategic planning.  He also specializes in financial and tax planning and compliance services to individuals, trusts and estates.  Robert joined the firm in December 2015 as a senior tax manager.


Education:


1983 Bachelor of Science, Accounting with minor in Written Communication, University of Redlands
1985 Masters of Business Administration with emphasis in Finance, National University


Professional Experience:


1985-1988 Campbell, Boyd & Livingston (now Campbell, Torsolo & Associates)
1988-1990 Fishman & Company, CPA
1990-2007 Kosbie & Kosbie, CPAs and Adjunct Faculty for University of Phoenix

2007-2009 Stoughton Davidson CPAs (now K-Coe Isom)

2010-2013 RINA accountancy corporation

2014-2015 Zainer Rinehart & Clarke, CPAs
2015- Boerio, Di Pasqua & Associates, CPAs


Affiliations:


1988- American Institute of Certified Public Accountants
1988- California Society of Certified Public Accountants
2010- Marin Estate Planning Council (former president 2014-2015 year)