Overview
Robert S. Forman concentrates his practice in the areas of retirement plans, personal service organizations, acquisitions and mergers, corporate law, partnership law, limited liability company law, taxation, and business planning. He also writes for firm's Southwest Florida Business & IP Bulletin. His posts include:
- Grandfathering Rules under the Affordable Care Act: A Case Study
- Enhancing Executive Compensation for Tax-Exempt Organizations
Bob has extensive experience in the design and drafting of retirement plan documents, counseling of clients regarding the ongoing administration of retirement plans, and the handling of Internal Revenue Service and Department of Labor audits and corrective action filings.
In the business and transactional areas, Bob has prepared and negotiated a broad range of documents and transactions including, asset purchase, stock purchase, shareholders' employment, independent contractor and consulting agreement matters.
In 2018, Bob was named a "Top Lawyer" by Naples Illustrated magazine for his work in business/corporate and employee benefits law.
Professional and Civic Affiliations
Bob is active in several community organizations within Lee County. He is also a member of the Health Law and Tax Law Sections of The Florida Bar and the American Bar Association.