Robert L. Berger's Professional Profile

A partner in the Tax Services group, Rob was selected as one of only 36 young CPAs from across the country to participate in the American Institute of Certified Public Accountants (AICPA) Leadership Academy class of 2012, and was named a 2017 40 Under 40 by the St. Louis Business Journal. At the firm, Rob works with closely held business owners on individual and corporate tax consulting and retirement planning. As Director of the Real Estate and Construction Group, Rob has been integral in developing our industry expertise, marketing plan and growth strategy.  Rob consults with clients, providing guidance on cost segregation analyses, like-kind exchanges and QuickBooks® implementation.

Firm Info

  • Joined in 2001
  • Promoted to senior manager in 2012
  • Named principal in 2014
  • Named partner in 2016

Specialties

Education & Certification

  • B.A., Accounting, McKendree University, Lebanon, Illinois
  • Certified Public Accountant, State of Missouri
  • Chartered Global Management Accountant

Professional Organizations

  • American Institute of Certified Public Accountants (AICPA)
    • AICPA Leadership Academy (2012)
    • AICPA Gen Next Task Force
    • Judge, AICPA Maximo Mukelabai Awards
  • Missouri Society of Certified Public Accountants (MOCPA)
  • Construction Financial Management Association (CFMA)
    • Treasurer of the Board
    • Golf Tournament Chair (2014)

Community Leadership

  • St. John's Community Care Adult Day Program
    • Board Member
  • MOCPA Firm Leadership Committee
    • Member (2012-Present)
  • Wyman Center
    • Young Leaders Board and Liaison to Board of Directors (2012-2016)
  • St. John UCC
    • President (2013-2014)
    • Vice President and Head Trustee (2010-2012)
  • Collinsville Home and Community Care Center
    • Board Member (2009-2011)
  • Down Syndrome Association of Greater St. Louis
    • Board Member (2017-Present)

Awards

  • 2017 40 Under 40, St. Louis Business Journal
  • Chosen for AICPA’s 2012 Leadership Academy

Publications

  • Understanding the Workplace Demands of Today’s Labor Force
    • AICPA PCPS, September 2014
  • 5 Tips You Need to Cross Sell Your Firm's Services
    • Quoted, AICPA Edge Newsletter, 2014
  • Practical Advice and Tools to Enhance Your Practice
    • The MOCPA Asset, March 2013
  • A Good Succession Plan is Key to a Happy Retirement
    • St. Louis CNR, March-April 2013

Presentations

  • The Fiscal Cliff: Impacts of the Impasse
    • CREW St. Louis, February 2013
  • Tax & Insurance Impact of Affordable Care
    • AGC St. Louis Early Bird Seminar, January 2013
  • Introduction to the Real Estate & Construction Niche
    • Anders Firm Meeting, January 2010
  • Tax Law Update
    • Northwestern Mutual, January 2009 & April 2010
  • University of Missouri–Kansas City Review of the Law
    • 2009 Tax Law Update - American Recovery and Reinvestment Act of 2009, June 2009
  • Retirement Options
    • St. Louis Jaycees, March 2008