Robert Balter
Owner at Robert S Balter, P.C. | Jenkintown, Pennsylvania, United States
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Robert Balter, as the Owner of Robert S Balter, P.C., brings a wealth of expertise to the field of estate planning and tax law. With a versatile background that encompasses estate, gift, income, and generation-skipping tax planning, Robert has established a robust practice that caters to a diverse clientele, including corporate entities, individuals, and high-net-worth clients. His comprehensive approach involves not only creating tailored estate plans but also supervising the drafting of essential implementing documents and meticulous accounting records. This ensures that his clients' wishes are honored while remaining compliant with complex tax regulations.
Currently, Robert is spearheading several key projects that focus on optimizing tax strategies for his clients, particularly in the realm of estate tax planning and fiduciary income tax reporting. His significant experience in tax compliance and litigation equips him to navigate the intricacies of tax law, providing clients with peace of mind and strategic foresight. Robert’s proficiency in areas such as powers of attorney, mergers and acquisitions, and financial planning further enhances his ability to offer holistic solutions that align with his clients' long-term goals.
In an ever-evolving legal landscape, Robert Balter remains committed to staying ahead of industry trends and regulatory changes, ensuring that his clients receive the most informed and effective guidance. His dedication to excellence and client service has solidified his reputation as a trusted advisor in the estate planning and tax accounting sectors, making him a valuable resource for those seeking to safeguard their financial legacies.
Owner at Robert S Balter, P.C. in May 2009 to Present
Special Tax Counsel at The Private Family Office in January 2011 to January 2013
Director Tax and Estate Planning Services at Guggenheim Partners, LLC in January 2005 to November 2008
Director, Business & Estate Analysis at AXA Advisors, LLC in May 2001 to December 2004
Director, Estate and Business Planning at Northwestern Mutual Life Insurance in November 1999 to May 2001
Associate General Counsel & DIrector of Tax Staff at Midatlantic Companies, LTD in July 1991 to June 1998
Senior Tax Counsel at Small Center City Law Firm in January 1985 to July 1991
Tax Law Specialist, Estate and Gift Tax Branch at IRS Chief Counsel's Office, Washington, D.C. in May 1983 to January 1985
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Estate Planning
Wills
Will drafting
Income Tax
Tax Preparation
Tax Returns
Tax Accounting
Tax Audit Representation
Powers of Attorney
English
Listener
Health Care Proxies
Business Continuity Planning
Business Tax Planning
Trusts
Charitable Trusts
Charitable Gift Planning
Private Equity
Joint Ventures
Financial Planners
Real Estate
Litigation
Estate Law
Estate Tax Planning
Business Planning
Securities
Legal Writing
Corporate Governance
Mergers & Acquisitions
High Net Worth Individuals
Corporate Law
Insurance
Accounting
Tax Law
Due Diligence
Investments
Tax
Estate Administration
Business Formation
LLC
Financial Planning
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What is Robert Balter email address?
Email Robert Balter at [email protected]. This email is the most updated Robert Balter email found in 2026.
What is Robert Balter phone number?
Robert Balter phone number is +12158726846 and +12407937117.
How to contact Robert Balter?
To contact Robert Balter send an email to [email protected]. If you want to call Robert Balter try calling on +12158726846 and +12407937117. (updated on September 13, 2024)
What is Robert Balter net worth?
Robert Balter has an estimated net worth of $750,000 to $999,999
What company does Robert Balter work for?
Robert Balter works for Robert S Balter, P.C.
What is Robert Balter's role at Robert S Balter, P.C.?
Robert Balter is Owner
Robert Balter Email Addresses
Robert Balter Phone Numbers
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