About Steve:
Steve is an attorney and CPA with over 30 years of experience as a tax professional. The focus of his career has been providing tax research and planning, including evaluating investment opportunities that arise from the research and planning. Steve worked in the corporate tax departments of large US companies for many years, but recently, he has turned his attention to tax and financial planning for individuals and small businesses.
He is committed to developing financial plans for clients that will maximize their “after-tax” returns. This includes creating tax-efficient portfolios and structuring financial plans that avoid subjecting clients to higher tax brackets. The plans might include a Roth IRA conversion strategy, required minimum distribution (RMD) planning, education funding, long-term care funding, life insurance planning, or annuity planning. Steve can collaborate with outside attorneys and CPAs to ensure their advice is consistent with an overall financial plan. He can also provide tax consulting on various topics, including income tax review, tax research, audit defense, payroll tax, state and local tax, and international tax.
Background:
Steve’s professional career started in New York City, where he worked at the public accounting firm KPMG. Steve continued on to positions at Solomon Brothers Inc., AT&T Corporation, PG&E Corporation, eBay Inc., PayPal, Inc., and a consulting position at Ericsson Inc. His last corporate position was at Expedia Inc., which brought him to the Seattle area. For the past two years, Steve served as a Senior Tax Expert at Intuit Inc., where he provided tax advice and tax preparation assistance to customers using TurboTax software.
Education:
Steve completed the requirements to become a Certified Financial Planner at the University of California Santa Cruz Silicon Valley Extension. He holds a Master’s Degree in taxation from the Golden Gate University School of Law and Seton Hall University. His other credentials include an MBA with accounting specialization from Baruch College, a Juris Doctor degree from the University of San Diego School of Law and a BA degree from Binghamton University. He is licensed to practice law in New York State and is a licensed CPA in New York, California and Washington State.
In his spare time, Steve enjoys working out regularly with cardio and weight equipment. He is also a computer hobbyist and has built most of the computers he maintains for personal use.
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