Education

L.L.M., Taxation, New York University
J.D., University of Texas School of Law
B.B.A., Accounting, Baylor University

Awards
Selected as "Best Lawyers in Dallas" by D Magazine, 2015-2017

 

Named "Texas Super Lawyer" by Thomson Reuters, 2016 and 2017

Named a "Texas Rising Star" by Thomson Reuters, 2004

Young CPA of the Year, Dallas Chapter, 2003


Robert Bolton

Biography

Mr. Bolton concentrates his practice on tax planning for closely-held businesses and their owners, and on estate and wealth preservation planning.

Mr. Bolton’s practice involves estate planning and asset protection strategies to protect business and investment assets from unwarranted claims and the federal estate, gift and generation-skipping transfer taxes. Such planning involves the creative design and implementation of sophisticated planning techniques involving family limited partnerships, family corporations, and various types of trusts.

Mr. Bolton’s practice also focuses on the transfer of business interests to family members or key employees in the most tax efficient manner to provide the second (or third) generation with the best opportunity of continuing the closely-held business.

Mr. Bolton’s business practice includes tax and business planning for partnerships, limited liability companies and corporations. Mr. Bolton represents clients in mergers, acquisitions and sales, executive compensation, planning for management and ownership transitions, as well as planning, structuring and executing other types of business transactions. A primary emphasis is placed on the efficient planning of federal and state tax consequences of such matters to help minimize the impact of such factors.

Mr. Bolton frequently counsels clients with respect to their charitable planning objectives, including the establishment and operation of private family foundations as well as public charities.

Professional Involvement

  • Board Certified - Tax Law, by the Texas Board of Legal Specialization
  • Certified Public Accountant
  • Member, State Bar of Texas
  • Member, Texas Bar Association
  • Member, Texas Society of CPAs
  • Member, American Society of CPAs

Publications and Speaking

Texas Society of Certified Public Accountants: CPE Expo Conference 2011

“Succession of Success: The Keys to Business Transactions” December 2011

Professional and Community Involvement

Dallas CPA Society, Board Of Directors 2004-2005

 

Frisco Office

Ph (214) 472-2100
Fx (214) 472-2150
2600 Network Boulevard
Suite 400
Frisco, Texas 75034

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