Business tax planning
International tax
Interest Change - Domestic International Sales Corporation (IC-DISC)
Income and estate tax treaties
Mergers and acquisitions
Ownership transition and succession planning
Strategic planning
Arizona State University, Bachelor of Science, Accounting
Certified Public Accountant - State of Arizona
Phoenix Tax Workshop – Co-Chair, Advisory Committee
Arizona State Board of Accountancy – Chairperson, Tax Practice Committee
CPAmerica, Inc. – Tax Executive Committee
Steve has over 25 years of public accounting experience and provides tax and consulting services to privately-held companies in Chandler, Scottsdale, and throughout Arizona. He is Director of the Firm’s Tax Department and leads the international team. He serves on the Arizona State Board of Accountancy, Tax Practice Committee, and Co-Chairs the Phoenix Tax Workshop. From startup to maturity, he advises U.S. businesses regarding international structuring, global expansions, mergers, acquisitions, ownership transition, and succession planning. Recognizing each client’s goals and objectives are unique, he incorporates industry knowledge and tax reduction strategies into business planning. Focused on long-term client relationships, many of Steve’s clients span his entire career.