Robert A. Docili, CPA

Bob has more than thirty-five years of experience in public accounting. He has worked with corporate clients in areas such as structuring United States and overseas operations, succession planning, and the integration of family and business tax affairs. Bob has extensive experience working with not-for-profit entities to meet all tax related needs including: UBIT issues, research and resolution, exemption issues, planned giving, and the establishment of for-profit subsidiaries in not-for-profit organizations. He is also immediate past managing partner of the Firm.

Areas of Experience

• Structuring United States and overseas operations for corporate clients
• General tax consulting
• Succession planning
• Integration of family and business tax issues
• Authored legislation and provided testimony to Congress relative to simplifying tax reporting for private foundations
• Responsible for the annual updates to the American Institute of Certified Public Accountants tax return preparation guides for exempt organizations
• Co-author of treatise on corporate integration
• Chairman of the Committee, which writes the tax portion of the CPA exam
   

Professional/Civic Affiliations

• Licensed by the California Board of Accountancy
• Member, American Institute of Certified Public Accountants
• Member, California Society of Certified Public Accountants
• Member, University of San Francisco Accounting Alumni Board of Directors
• Member, McLaren School of Business, Business Advisor Group and Planned Giving Advisory Panel for University of San Francisco
• Member, Parish Council and Finance Committee at St. Bonaventure's Parish
   

Education

• B.S. degree in Accounting from the University of San Francisco
• M.S. degree in Taxation from Golden Gate University