Bob Mathers is a Shareholder and Chair of the Tax Section at von Briesen. He provides legal and business advisory services to Midwest businesses and their owners with a focus on closely-held businesses, estate planning and private wealth services. He is a Certified Public Accountant and is AICPA Accredited in Business Valuation (ABV) and is an AICPA Personal Financial Specialist (PFS). He leverages his prior experience as one of the country’s largest CPA firm’s National Tax Director, and CEO of its Wealth Management subsidiary, to provide tax and transactional guidance to businesses and individual clients. He regularly provides guidance to CPA firms, financial services firms, and the accounting and investment advisory industries.
Prior to practicing in public accounting, Bob was an expatriate financial executive working on capital market transactions for a Fortune 100 global company, where he gained substantial international business, tax and legal experience.
Bob was named the Best Lawyers® Trusts and Estates "Lawyer of the Year" in Green Bay (2017, 2020). He is listed in The Best Lawyers in America© in Trusts and Estates Law (2014-2022).
His professional memberships include American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, Vistage (formerly The Executive Committee, TEC), American Academy of Attorney-CPAs, Fox Valley Estate Planning Council, Winnebagoland Estate Planning Council, the State Bar of Wisconsin (Director, Tax Section) and the American Bar Association (Tax Section).
Resource: Ten Essential Legal Documents (PDF)