Robert S. Markovitz, JD, CPA, CVA
Shareholder & Director, Consulting Services
Robbie combines his accounting, legal and valuation expertise to provide clients with the most comprehensive solutions and address their financial needs. A Markovitz Dugan & Associates Partner, Robbie not only guides the direction of our organization, but also provides the leadership to ensure that our clients' needs are always exceeded.Areas of Expertise
- Family and estate planning
- Retirement planning
- Business valuations
- Ownership and business transitions
- Corporate tax planning for closely-held companies
- Personal income tax planning
Education
- Pennsylvania State University, B.S., Accounting
- University of Pittsburgh School of Law, J.D.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- American Bar Association
- Pennsylvania Bar Association
- Allegheny County Bar Association
- National Association of Certified Valuation Analysts
- Supreme Court of Pennsylvania
- United States Tax Court
- Tree of Life Congregation, Past President and Executive Committee Member
- United Jewish Federation, Audit Committee