Indianapolis, IN (HQ)
Bob Poisal has spent most of his adult life serving CPAs, with more than 30 years in the industry, first in tax publishing (with Thomson Reuters & Wolters Kluwer), then with two Big Five firms (both KPMG and McGladrey/RSM), before bringing his industry knowledge and experience to McGuire Sponsel where he serves CPA firms and their clients across Indiana, Illinois, Ohio and Kentucky.
As a Relationship Manager for McGuire Sponsel, Bob works closely with CPA firms to partner and introduce specialty tax services to their clients. This includes pre-meeting discussions with the CPA, introductory calls and meetings with the client, discussions of potential opportunities, and benefit assessments which result in the creation of a benefit /fee projection. Once engaged, Bob continues to be involved in each project until delivery, working with the client, CPA, and team at McGuire Sponsel to assure timeline, communication, and service expectations are met.
Bob has extensive experience with the R&D Tax Credit, Fixed Asset Services, the IC-DISC, Global Business Services including Transfer Pricing, and Economic Development Credits and Incentives. In addition to CPA firms, he also works with private equity firms, banks, and leads the firm’s efforts to secure international projects from countries like Japan, China, Israel & India.
He attended the University of Indianapolis (known as Indiana Central University at the time) and served for six years in the United States Marine Corp where he traveled extensively before returning to Indianapolis where he currently resides. He has three children and four grandchildren.
AFFILIATIONS & ORGANIZATIONS
America China Society of Indiana, Member
Indiana India Business Council, Member
American Motorcyclist Association, Member
Airplane Owner & Pilots Association (AOPA), Member