Rob Popovitch

Rob Popovitch is a highly experienced tax attorney and CPA with over 25 years of expertise in providing international tax mitigation and multi-generational wealth preservation advice to ultra-high-net-worth individuals, centimillionaires, and billionaires. He is renowned for advising some of the wealthiest families in the country, including those featured in the Forbes 400 list, as well as controlling owners of large private companies and professional investors, particularly established hedge and private equity fund managers.

His areas of specialization encompass international wealth preservation planning, income taxation for individuals (both U.S. residents and nonresidents with U.S. assets), family investment partnerships, trusts, and estates, family office design and operations, advanced utilization of life insurance and annuities for income and estate tax planning, and exit planning for business owners with a focus on analyzing tax implications for investment bankers involved in sell-side transactions ranging from $50 million to $1 billion in enterprise value.

In terms of professional credentials, Rob Popovitch holds multiple qualifications, including being an attorney admitted in Texas and the U.S. Tax Court, a Certified Public Accountant (CPA), an Accredited in Business Valuation (ABV), and a Certified Financial Planner (CFP). Moreover, he is the author of the esteemed 'Guide to Buy/Sell Agreements,' published under Thomson Reuters Tax & Accounting (PPC imprint), with the latest edition released in November 2019.

Rob Popovitch's educational background includes an MBA in Finance from Southern Methodist University - Cox School of Business, a JD in Law from The University of Memphis—Cecil C. Humphreys School of Law, and a Bachelor of Arts in Business from Rhodes College. He has held key positions in prestigious organizations such as Senior Managing Director at PwC Tax, Senior Vice President of Tax at TRT Holdings, Inc., Managing Director at Andersen, Managing Director (Private Wealth Tax) at Deloitte, Director at Grant Thornton LLP, General Counsel at a Privately Held Oil & Gas Exploration Company, and Senior Tax Editor at Thomson Reuters for U.S. Tax & Accounting Firms. Additionally, he has significant experience in a Federal Judicial Clerkship focusing on bankruptcy court, business restructuring consulting, and legal practice at various establishments.

Known for his insightful presentations, Rob Popovitch has shared his expertise on diverse topics including 'Family Office Structures--Leading Practices' at the Burgher Haggard Presentation Series in Plano, TX, 'A Road Map to Corporate Value Creation and Business Succession' at the Park City Club in Dallas, TX, 'What to Do When Estate Planning Conflicts With Exit Strategies' at the Exit Planning Institute, and 'Wealth Transfer, Succession Planning, and Exit Planning: How Do They All Fit Together?' at the Exit Planning Institute's North Texas Chapter.