Team

Robert Tobey

Robert L. Tobey, CPA

Partner

  • New York City
  • 212-223-5029
Robert L. Tobey, CPA is a Partner in the Tax Services practice at Grassi, where he guides clients through the complexities of tax planning and compliance on the federal, state and international levels. He specializes in helping pass-through entities, multi-state corporations, high-net-worth individuals and investors meet their business, tax savings and wealth preservation goals.
 
Robert advises clients in a wide range of industries, with a special focus on the financial services sector. He has helped hedge, venture, real estate and private equity funds structure their businesses, develop tax mitigation strategies and understand the complex regulations of their industry.
 
Prior to joining Grassi, Robert was a Managing Director at a national public accounting firm and Managing Member of his own tax advisory firm. He is a published author and frequent speaker on taxation matters.

Grassi Expands Tax Practice with Addition of New Partner

Grassi has added a new partner, Robert L. Tobey, CPA, to the firm’s Tax Services practice. In this role, Tobey will provide tax planning services and compliance advice to clients with complex federal, state and local tax issues. 

Read More

Valuable Employer Deduction for Employee Disaster Relief Payments

On top of the tax relief included in the Coronavirus Aid, Relief and Economic Security Act, employers can receive additional tax savings under IRC Section 139 for disaster relief payments made to employees during times of crisis. This often overlooked section of the tax code extends to many COVID-19 reimbursable expenses, such as work-from-home, dependent care and medical expenses not covered by insurance.

Read more

Coronavirus Stimulus Bill Moves One Step Closer to Enactment

Overnight, the Senate unanimously passed an expanded version of the Coronavirus Aid, Relief and Economic Security (CARES) Act that includes a historic $2 trillion of aid for Americans and businesses in the wake of the COVID-19 outbreak. The bill now moves on to the House, which is reported to be planning a vote for Friday morning. If approved, the legislation would then proceed to the President to be signed.

Read more

Structuring Your Family Office for Maximum Tax Benefit

Family Offices have long struggled with maximizing the deductibility of their asset management and operating expenses. The Tax Cuts and Jobs Act (TCJA) eliminated the deductibility of investment, accounting, tax and similar advisory fees, which has exacerbated this issue.

Read more

IRS Announces New Focus on High-Income Non-Filers

High-income taxpayers with overdue tax filings or payments have a new reason to address these delinquencies. The IRS announced last week that it will be stepping up efforts nationwide to visit taxpayers who earn more than $100,000 annually and did not properly file prior-year tax returns.

Read more

Essential Webinar: The Road to Relief

Understanding your loan options and tax savings under the new CARES Act

Join Grassi's Crisis Response & Recovery team on Tuesday, March 31 at 10:30a.m. EDT for a live webinar as we discuss the loan options, tax savings and other relief available to help your business recover from the impact of the COVID-19 pandemic.  

READ MORE

Webinar: The Road to Relief

Understanding SBA, FEMA and other aid for businesses impacted by COVID-19

As financial relief from SBA, FEMA, state and federal sources begins to flow to businesses struggling with COVID-19 losses, the choices, decisions and next steps can be difficult to navigate alone. Let Grassi’s Crisis Response team help you assess your available options and expedite your path toward receiving the assistance your business urgently needs.

READ MORE

Education

    BS, Western Michigan University

Memberships

    American Institute of Certified Public Accountants

    New York State Society of Certified Public Accountants

    Virginia Society of Certified Public Accountants
You may share a link to this page on any of the sites listed below: