Robert Bloink, Esq., LL.M.

About the Author

Robert Bloink, Esq., LL.M.

Robert Bloink is a professor of tax for the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of Law.

Previously, he served as Senior Attorney in the IRS Office of Chief Counsel, Large and Mid-Sized Business Division, where he litigated many cases in the U.S. Tax Court, served as Liaison Counsel for the Offshore Compliance Technical Assistance Program, coordinated examination programs audit teams on the development of issues for large corporate taxpayers, and taught continuing education seminars to Senior Revenue Agents involved in Large Case Exams. In his governmental capacity, Mr. Bloink became recognized as an expert in the taxation of financial structured products and was responsible for the IRS’ first FSA addressing variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting some of the biggest corporate tax shelters in the history or our country.

 

Mr. Bloink's insurance practice incorporates sophisticated wealth transfer techniques, as well as counseling institutions in the context of their insurance portfolios and other mortality based exposures. 

• Are Annuities the Solution to Old 4% Retirement Rule?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 12, 2013

  For years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply aren’t cutting it any more. Enter annuities with some attractive riders.

• Are HRAs on the Chopping Block Under the Affordable Care Act?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  February 5, 2013

  Health Reimbursement Arrangements are one type of health insurance vehicle that may be on the chopping block with the dawn of Obamacare.

• The $5.25 Million Question: How to Protect Your HNW Clients’ Children

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 29, 2013

  Think your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.

• A Time-Limited Benefit of Fiscal Cliff Act: Tax-Free IRA Charitable Rollovers

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 21, 2013

  While the fiscal cliff law marked the beginning of a new era of higher taxes for many taxpayers, it also revived a way to reduce taxable income: tax-free treatment of charitable contributions from IRA accounts.

• Fiscal Cliff Deal Opens Floodgates for 2013 Roth Conversions

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 15, 2013

  Congress’s fiscal cliff agreement provides a window that could allow many clients to reduce their future tax liability during retirement.

• Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to Plan

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 4, 2013

  All you need to know about the American Taxpayer Relief Act—both good and bad—and how it will affect your clients and their planning.

• Quick Fixes for Last-Second Client Year-End Transactions

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 28, 2012

  As we teeter over the fiscal cliff, there are still a few maneuvers that allow clients to take advantage of current high exemptions and low tax rates.

• Gift Now or Not? Impact of Pease Limit on Charitable Deductions

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 18, 2012

  While many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.

• Fully Funded Retirement in 10 Years: A DB Plan for Now

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  December 13, 2012

  With higher taxes likely in 2013 and beyond, your small business-owners clients (and you?) may want to take a closer look at starting their own DB plans for retirement.

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  Fiscal Cliff Tax Backlash: 4 Hits Your Clients Will Take—A Case Study

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 12, 2012

  As fiscal cliff negotiations continue in Washington, a case study of the four major tax repercussions of a typical client couple should we go over the cliff.