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Robert W. Batty, CPA, PFS

CPA, PFS
1968 BA Business (Accounting),
University of Washington
1978 MBA, Gonzaga University

Bob was born and raised in Spokane, Washington and attended Gonzaga Preparatory High School from 1960 through 1964. He then moved to Seattle and attended the University of Washington from 1964 through 1968, receiving his Bachelor of Arts degree in Business Administration (Accounting concentration) in 1968.

After a tour with the U.S. Army, he returned to Spokane in 1970 as a staff accountant in his father's accounting firm, Batty & Forsgren, C.P.A.'s. He sat for and passed the C.P.A. exam (with the second highest grade in the State of Washington), in November of 1970 and became a partner in the firm in 1972.

While attending to normal duties of his position, Bob attended Gonzaga University and received an M.B.A. degree in 1978. More recently, he obtained the AICPA's P.F.S. (Personal Financial Specialist) designation in 1991.

Bob is a past member of the WSCPA's Estate Planning Committee and was Co-founder and the First Chairman of the WSCPA's Personal Financial Planning Committee. Bob was a Director, Officer and President of the Spokane Chapter of the WSCPA's and received the Chapter's first "Exceptional Chapter Development" award in recognition of his part in establishing a local Chapter committee structure for the Spokane Chapter.

Bob is past president of the Spokane Estate Planning Council (having served previously as Vice-President, Secretary and Director) and a past Trustee of the Spokane Area Chamber of Commerce. He is a former member of the AICPA PFP Division's Executive Committee and is a former Chairman of its Practice Subcommittee. In January of 2002, he received the AICPS's PFP Division's "Distinguished Service Award" recognizing his valuable participation in the division's activities over 15 plus years.

Bob is currently President and Managing Shareholder of Batty, Erlandsen & Associates, P.S. - the successor entity to Batty & Forsgren, C.P.A.'s. Batty, Erlandsen & Associates, P.S. serves clients from offices in Spokane, Washington. Bob specializes in personal financial planning with an emphasis in tax and estate planning. Bob is partner in charge of services for a number of major Spokane area closely held businesses and provides accounting and consulting services for them in that capacity.

Bob is married, enjoys the company of his wife, Sharon, and three children. He is an avid (though not always effective), hunter, fisherman and antique car enthusiast.

 
Areas of Expertise:

Bob has expertise in Personal Financial Planning, with an emphasis in tax and estate planning. He is responsible for a number of closely held businesses in the Spokane area, providing them with accounting and consulting services.