Robert G.
President & Legal Business Advisor @West Coast Accounting And Tax
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WORK HISTORY
President & Legal Business Advisor @West Coast Accounting And Tax
Sarasota, FL, US
Lead a multi-office professional services firm serving individual and 1,200 business clients across tax, accounting, and advisory matters.• Provide legal oversight related to entity structuring, compliance frameworks, executive compensation, and benefits advisory.• Oversee governance, data security protocols, and operational risk controls across a distributed workforce of 21 professionals.• Designed internal AI-enabled workflow systems to improve operational efficiency and documentation controls.
EDUCATION
University of Illinois Urbana-Champaign
Master of Business Administration - MBA, with high honors, Accounting and Financial Management
University of Illinois Chicago School of Law
Doctor of Law - JD, cum laude, Business/Commercial Law
University of Illinois Chicago School of Law
Master of Laws - LLM, with honors, Tax Law/Taxation & ERISA
MacMurray College
Bachelor of Interdisciplinary Studies, summa cum laude
ABOUT ROBERT G.
I am a senior corporate counsel and business advisor with 20+ years of experience helping growth-stage companies, regulated platforms, and closely held businesses navigate commercial transactions, governance, compliance, tax planning, and risk management.As President of West Coast Accounting & Tax (Sarasota, FL), I lead an advisory firm serving clients—including 1,200+ businesses and healthcare practices—on entity structuring, owner/business tax strategies, employee benefits, regulatory compliance, and enterprise risk controls. We use AI-enabled tools to streamline financial workflows and deliver efficient, practical advice.Previously, as CEO & General Counsel at Insurety Capital (PE-backed Insurtech/specialty finance for health insurance distribution) and VP Senior Counsel at Partners (supporting insurtech and portfolio companies), I drafted and negotiated technology/commercial contracts (MSAs, SLAs, SOWs, DPAs, vendor/licensing, HIPAA BAAs), structured privacy/data protections, managed regulatory/compliance matters, managed outside counsel for litigation and M&A, and partnered cross-functionally with IT, finance, and operations teams at the holding company and portfolio company levels.Dual trained (LL.M. in Tax & Employee Benefits + MBA in Accounting) provides a strong foundation for aligning legal/tax strategy with business goals. Open to fractional General Counsel or advisory engagements (15–25 hrs/week, remote) for advisory, contracts, governance, compliance, tax, and risk support.Frequent speaker on legal, regulatory and business topics at national conferences and guest lecturer at undergraduate university. Let\'s connect if you\'re a business owner, executive, or firm seeking versatile senior counsel or tax advisory.
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