Details
May 6, 2024
8:15AM - 9:15AM EST
FPA Central Ohio Presents Non-Wage Compensation (Stock Options)
Fawcett Center
Monday, May 6, 2024 at 8:15AM
presented by
Rob Roll, GBQ
Rob joined GBQ in 2014 upon graduation from Ohio Northern University (ONU) and received his CPA license the following year. Since then, he has worked with a wide variety of closely-held companies and their owners, with particular emphasis on serving high-net-worth families and their related entities. Rob enjoys helping clients navigate tax compliance and consulting complexities, including gift and estate planning and trust taxation. Rob has also worked with executives of various companies and is well-versed in the intricacies of executive compensation packages.
Rob spends a significant amount of time working with venture capital and private equity fund sponsors on tax compliance and structuring initial investments, follow-on investments and exits. As part of those engagements, clients frequently request him to consult with portfolio companies on various tax matters.
Earlier in his career, Rob served as a Financial Analyst in GBQ’s Forensic & Dispute Advisory Services department, where he consulted on commercial and domestic litigation in matters ranging from fraud to business valuation. His experience also includes assisting a $2 billion asset-under-management private equity firm with tax compliance and investor relations as an extension of their staff.
Rob remains active throughout the community by volunteering his time and expertise to various organizations. A proud ONU Polar Bear, he serves on the James F. Dicke College of Business Advisory Board and is a member of the Columbus Alumni Club. In addition to the AICPA, Rob is a member of the OSCPA, where he has held several positions within various committees and boards, including the Ohio Young CPA Committee, Statewide Endorsement Committee, and the Development Committee of the Ohio CPA Foundation. Rob is also a member of the Columbus Emerging Leaders Board for Make-A-Wish of Ohio, Kentucky and Indiana.
Passionate about teaching, Rob was selected as an Adjunct Professor of Accounting at Capital University for the 2022 and 2023 academic years. His public speaking engagements include discussing emerging tax issues with various audiences and organizations. Rob has also been twice-recognized by his GBQ colleagues as the Ron Quillin Learning Award winner for his dedication to learning and mentoring.
A lifelong Central Ohio resident, Rob lives in New Albany with his wife, Hannah, and their daughter, Ainsley.
Featured Partner
Please stay tuned for more information!
Monday, May 6, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Parking Pass will be emailed to all registrants the day prior to the meeting.
FPA Members - $30
Student Members - No charge!
Season Pass Holders - No charge!
Non-members/Guests* - $50
Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
CFP and ODI CE are currently pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on May 5, we cannot guarantee availability after that date. Cancellations accepted up until NOON on May 5, after that no refunds or credits will be given.
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05/06/2024 08:15 AM
05/06/2024 09:15 AM
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FPA Central Ohio Presents Non-Wage Compensation (Stock Options)
Monday, May 6, 2024 at 8:15AM
presented by
Rob Roll, GBQ
Rob joined GBQ in 2014 upon graduation from Ohio Northern University (ONU) and received his CPA license the following year. Since then, he has worked with a wide variety of closely-held companies and their owners, with particular emphasis on serving high-net-worth families and their related entities. Rob enjoys helping clients navigate tax compliance and consulting complexities, including gift and estate planning and trust taxation. Rob has also worked with executives of various companies and is well-versed in the intricacies of executive compensation packages.
Rob spends a significant amount of time working with venture capital and private equity fund sponsors on tax compliance and structuring initial investments, follow-on investments and exits. As part of those engagements, clients frequently request him to consult with portfolio companies on various tax matters.
Earlier in his career, Rob served as a Financial Analyst in GBQ’s Forensic & Dispute Advisory Services department, where he consulted on commercial and domestic litigation in matters ranging from fraud to business valuation. His experience also includes assisting a $2 billion asset-under-management private equity firm with tax compliance and investor relations as an extension of their staff.
Rob remains active throughout the community by volunteering his time and expertise to various organizations. A proud ONU Polar Bear, he serves on the James F. Dicke College of Business Advisory Board and is a member of the Columbus Alumni Club. In addition to the AICPA, Rob is a member of the OSCPA, where he has held several positions within various committees and boards, including the Ohio Young CPA Committee, Statewide Endorsement Committee, and the Development Committee of the Ohio CPA Foundation. Rob is also a member of the Columbus Emerging Leaders Board for Make-A-Wish of Ohio, Kentucky and Indiana.
Passionate about teaching, Rob was selected as an Adjunct Professor of Accounting at Capital University for the 2022 and 2023 academic years. His public speaking engagements include discussing emerging tax issues with various audiences and organizations. Rob has also been twice-recognized by his GBQ colleagues as the Ron Quillin Learning Award winner for his dedication to learning and mentoring.
A lifelong Central Ohio resident, Rob lives in New Albany with his wife, Hannah, and their daughter, Ainsley.
Featured Partner
Please stay tuned for more information!
Monday, May 6, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
REGISTER HERE
Parking Pass will be emailed to all registrants the day prior to the meeting.
FPA Members - $30Student Members - No charge!Season Pass Holders - No charge!Non-members/Guests* - $50Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
CFP and ODI CE are currently pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on May 5, we cannot guarantee availability after that date. Cancellations accepted up until NOON on May 5, after that no refunds or credits will be given.
Thank you to our Annual Partners!
Fawcett Center
