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.
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.
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