Steve is a Partner in the Private Client group. He has over 20 years of experience providing sophisticated tax consulting, tax compliance, and estate and income tax planning services to high net worth individuals, their families, and their businesses.
Steve specializes in advising clients, client representatives and family office groups on tax matters related to high net worth individuals and their various entities. His clients include corporate executives and directors of publicly and privately held companies, venture capitalists, entrepreneurs and closely-held business owners, hedge fund and private equity fund managers, as well as other professionals in the investment, legal, and medical fields. He has advised clients on issues such as stock options and compensation planning, taxation of investment strategies, AMT minimization, philanthropic planning alternatives, and transfers of significant wealth at minimal estate, gift and income tax costs.
Steve is a graduate of the University of Massachusetts, Amherst with a Bachelor of Business Administration. He also holds a Master of Science in Taxation from Bentley University and a Juris Doctor from Suffolk University Law School.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
Boston Estate Planning Council
American Bar Association
Massachusetts Bar Association
Boston Bar Association
National Association of Estate Planners and Councils
Greater Boston Chamber of Commerce