Robert Schwaba Email & Phone Number

Chicago, Il, Us

Riverwoods, Il

-Monitor industry publications for developments in tax law, with specific focus on revisions to regulations governing securities taxation and their impact upon software products-Establish expertise in diverse areas of securities taxation to liaise with software development team, including debt/equity classification, withholding, wash sales, cost basis, and cryptocurrency/token taxation-Continue to maintain compliance software products, primarily emphasizing withholding solutions for cashless dividendsRecent publication includes Taxation of Bitcoin, Its Progeny, and Derivatives: Coin Ex Machina (published by Tax Analysts)

Riverwoods, Il

Riverwoods, Il

-Analyze and report on taxability of complex corporate and securities transactions, focusing on publicly traded debt and corporate bankruptcy events-Update and maintain software tracking FATCA compliance for large database of securities-Launched and maintain software tracking convertible bond deemed dividend compliance-Research a variety of novel tax and bankruptcy law issues for internal and external reporting

-Substantial courtroom experience, including extensive motion practice in the United StatesBankruptcy Court for the Northern District of Illinois, Cook and McHenry Counties-Primary drafter of the many of the firm’s briefs-Drafted and aided in drafting briefs for appellate matters to the United State Court of Appealsfor the Seventh Circuit and the United States District Court for the Northern District of Illinois-Advised clients at various income and debt levels concerning both the risks and benefits offiling for bankruptcy protection, as well as other options for debt relief-Regularly attended Section 341 meetings and negotiated settlements with large and small-scalecreditors, as well as Chapter 7 and 13 Trustees-Defended creditors’ adversary complaints to determine dischargeablity of debt; prosecuteddebtors’ adversary complaints to value liens on real property, prepared and filed pleadings-Participated in litigation of sanctions motions against creditors in district and appellate courts-Prepared all aspects of clients’ bankruptcy cases prior to filing

-Drafted various motions and pleadings for the United States Bankruptcy Court for theNorthern District of Illinois-Drafted and assisted in drafting briefs to the United States Bankruptcy Court for the NorthernDistrict of Illinois and the United States Court of Appeals for the Seventh Circuit-Prepare all aspects of clients’ bankruptcy cases prior to filing

-Assured compliance of incoming contract packages with applicable law and financing termsapproved by credit purchasers-Consistently met and exceeded volume and quality goals-Maintained and improved business relationships with dealerships in VA/WV/DC region-Introduced telephone skills training program to improve call quality

Assisted customers with problems related to bill payment, vehicle titling, and registration issues

Juris Doctor

Bachelors Of Arts, Philosophy

Minor in Computer Science