Robert A. Wheeler

CPA | President & CEO

About

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 President and CEO of Clark Nuber, Rob is focusing on strategic planning, business development and company operations. As the shareholder in charge of the firm’s tax practice for the past fourteen years, Rob has worked with a wide variety of closely held businesses and their owners in industries that include real estate, professional services, and technology, ranging in size from startups to companies with multistate and multinational operations. Rob’s tenure with CN has provided him with a wealth of organizational and cultural knowledge that will ensure the company’s continued success.

Practice Emphasis

  • Strategic planning, succession planning, and growth strategy for closely held businesses and professional services firms
  • Federal income and estate tax planning and consulting
  • Tax and business planning for professional services firms, including owner agreements, compensation, and mergers and acquisitions
  • Taxation of real estate development, operations and related services
  • Taxation of pass-through entities (partnerships, LLCs and S corporations)
  • Succession planning for closely held business owners, including intra-family transfers and business sales

Proven Results

  • Clark Nuber Tax Practice Leader from 2002 – 2014, during which time the tax practice more than doubled in size as measured by both revenue and personnel.
  • Overall responsibility for recruiting, people development, operations, and strategy for the tax practice to support organic growth.
  • Member of Clark Nuber Management Board from 2005 – present.
  • Consulted with many clients regarding both tax and business implications of shareholder and partner agreements, as well as various types of non-ownership incentive plans, such as “phantom stock” plans.
  • Assisted in structuring numerous business acquisition and sale transactions to maximize tax efficiency while meeting the economic objectives of the client.

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
  • LEA Global, Tax Chair, 2012-2014
  • American Council of Engineering Companies
  • The ESOP Association
  • Bellevue Downtown Association
  • Seniors Making Art, Board President, 2011-2012
  • Seattle Tax Group, Chair, 2005

My Life by the Numbers

31

Years at Clark Nuber

9

Boss Concerts attended

4

Years spent as a Division I wrestler in college

3

Children with wife, Keri

Recent Blog Posts