Of Counsel
Bob Polans, CPA, MST, PFS, ChFC
Of Counsel
- Philadelphia
- 267-765-0215
Learning is an investment in yourself.
Learning is an investment in yourself.
Bio
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.
Experience
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.
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.
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.
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.
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.
