Steven is a Managing Director located in our Woodbury, NY office who specializes in tax and financial planning, and has been serving clients for more than 28 years.
A CPA, he provides advisory and consulting services to high-net-worth individuals and closely held businesses across a wide range of industries. Serving clients in hospitality is a particular area of focus. Steven's broad background also includes extensive experience with succession planning, business sales and acquisitions, IRS and state audit representation, and real estate industry services such as like-kind exchanges and cost segregation.