Steven’s expertise is in the areas of tax and strategic planning, including state & local (SALT) taxes, specializing in income and estate tax planning, wealth preservation, and compliance for federal, international, and SALT taxes. His practice consists of law firms and attorneys, high net worth families, and a diverse group of business enterprises including public relations, media & advertising firms, hedge funds, acquisition companies, technology businesses, real estate owners and developers throughout the United States and in other various countries.

Steven has consulted with numerous groups and law firms on the New Pass-Through Entity Tax regimes, Paycheck Protection Loans, SALT nexus and the implications of a remote workforce, minimizing tax consequences of converting from a PC to an LLP, establishing sophisticated pension plans to maximize owner contributions without undue burden on the business, on mergers & acquisitions, and on tax planning for investment decisions.

Steven has lectured to members of banks, law firms, real estate companies and most recently presented on the New York State Pass-Through Entity Tax & Paycheck Protection Program to the Association of Legal Administrators (“ALA”). He has also presented “The State of State and Local Taxation and How it Impacts Your Law Firm” to the ALA. He has written for publications such as the New York Law Journal and Law Office Administrator. He previously served on the State and Local, and Interstate Taxation Committees of the New York State Society of Certified Public Accountants (NYSSCPA) for a number of years.