Robert Markovitz

Robert S. Markovitz, JD, CPA, CVA

Shareholder & Director, Consulting Services
Robbie combines his accounting, legal and valuation expertise to provide clients with the most comprehensive solutions and address their financial needs. A Markovitz Dugan & Associates Partner, Robbie not only guides the direction of our organization, but also provides the leadership to ensure that our clients' needs are always exceeded.

Areas of Expertise
  • Family and estate planning
  • Retirement planning
  • Business valuations
  • Ownership and business transitions
  • Corporate tax planning for closely-held companies
  • Personal income tax planning
  • Pennsylvania State University, B.S., Accounting
  • University of Pittsburgh School of Law, J.D.
Professional and Civic Affiliations
  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • American Bar Association
  • Pennsylvania Bar Association
  • Allegheny County Bar Association
  • National Association of Certified Valuation Analysts
  • Supreme Court of Pennsylvania
  • United States Tax Court
  • Tree of Life Congregation, Past President and Executive Committee Member
  • United Jewish Federation, Audit Committee