Stephen J. Rodis, CPA
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
U.S. Global Leadership Coalition (USGLC), Arizona Advisory Committee
U.S. Department of Commerce, Arizona District Export Council, Treasurer
With more than 25 years of public accounting experience, Steve leads the Firm’s international tax team and focuses on international structuring and global expansions for U.S. businesses. Working with Arizona-based, privately-held companies and their owners, he develops tax strategies for maximizing cash flow and minimizing tax liabilities. From startup to maturity, Steve guides entrepreneurs starting their first business, family-owners transitioning leadership, and companies purchasing and selling their businesses. 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.