Of Counsel

Bob Polans, CPA, MST, PFS, ChFC

Of Counsel

Learning is an investment in yourself.

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Meet Bob

Bob is an experienced financial professional with a proactive approach to client services. He is a go-to advisor for business, income tax, compliance, and financial and estate planning. Bob’s wealth of knowledge makes him a valuable resource to law firms to real estate developers, construction companies and high net worth individuals.

From retirement planning to entity structuring and business succession matters, Bob counsels clients at every stage of their financial journey. He also offers insight on the implications of changes in tax legislation while assisting clients in resolving tax disputes. As a member of Vistage, Bob dedicated more than a decade to offering direct input and counseling to CEOs and business owners.

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Professional History


  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • New Jersey Society of CPAs (NJCPA)


  • Mann Center for the Performing Arts, Chairman’s Counsel and Artistic Programming sub-committee


  • Brooklyn College
  • Pace University


  • Drucker & Scaccetti
  • Laventhol & Horwath
  • PwC


Q. What law or regulation in the accounting industry would you like to see changed?

A couple years ago, the government updated the Secure Act, where people who inherit retirement accounts must take the money out within 10 years. I think this is short-sighted because it forces money into the hands of people who may be at their peak earning potential and tax rate and doesn’t allow them to effectively grow the nest egg that the previous generation left behind.

Q. Describe your work style.

Free rein with attention to detail. I like to give my team a lot of room to grow and advance, while letting them know that I always have their back. This creates a space where the team feels supported and comfortable to try new things.

Q. Who is (or was) the most influential person in your life?

My father. He worked with many different types of people and treated all of them with equal kindness. If he ever heard that somebody was having a problem, he would find a way to help. Although my parents didn’t have large sums of money, my father always managed to lend a hand beyond his work duties.

Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?

It’s worth it to invest in yourself during the growth portion of your career, because it’ll pay massive dividends. Whether that’s educating yourself, pursuing an advanced degree or spending some time learning more about your client’s business, that commitment will help you grow faster.

Q. What do you love most about your work?

I find satisfaction in mentoring our younger people. I think it’s important to challenge them, learn about what inspires them and take the time to offer individualized coaching to truly help them grow as professionals.

Industries Served
Bob's Thought Leadership
Blog articles
This loophole for Roth IRA contributions may soon change.

December 14, 2021