Steve is a Managing Director and Tax Practice Leader located in our New York City office, who has over 30 years of industry experience. His practice areas include taxation for the real estate industry, estate planning, and income taxation of closely held companies including start-up technology companies. He is also responsible for overseeing tax engagements, including international tax, individual tax, trust and estates, corporate and partnership tax, and state and local tax (SALT).
Steve is adept at devising complex real estate planning strategies using joint ventures, options and like-kind exchanges. To produce optimal results for his clients, he has developed sophisticated estate planning capabilities where he uses techniques such as Grantor Retained Annuity Trusts, Charitable Remainder Trusts and Family Partnerships. Additionally, he is frequently called upon to structure complex business transactions involving mergers, sales, exchanges, partnership formation and liquidation as well as planning for start-up companies and S Corporations.