Our Team

Our professionals are a highly specialized and talented team, with a solid legal and economic background. They deliver the highest quality advice, in any sector and generational line our clients are in.

Stephen P. Erb, CPA, TEP

FOUNDING PARTNER

Stephen P. Erb, CPA, TEP

FOUNDING PARTNER

Steve has over 35 years of cross-border tax experience, beginning with Arthur Andersen & Co. in their Pittsburgh, New York, and Frankfurt offices. Steve and his firm advise clients on a wide range of complex tax matters with a focus on multinational tax planning and compliance, including:

– Throwback tax and FBAR issues for U.S. beneficiaries and trustees of foreign trusts and owners of foreign bank accounts.
– U.S. trust, estate, and beneficiary tax compliance and planning for both U.S. and foreign trusts, estates, and beneficiaries.
– U.S. tax planning and compliance for U.S. investors in foreign partnerships and corporations (including PFIC and CFC issues).Expatriation and pre-immigration planning and reporting.
– U.S. tax matters for international owners of U.S. entities and real estate. 

Steve holds a degree in Accounting from Westminster College, is a member of the AICPA, PICPA & STEP, and speaks fluent German. He is Managing Director of his own firm and is a licensed CPA in Pennsylvania and Texas.