Steve joined D&S in 1996 and has since practiced in the business, financial and tax arena. He has worked extensively in the areas of real estate development, corporate restructuring, partnerships and joint ventures, international transactions, and tax planning for both individuals and businesses. He has assisted clients with the acquisition and disposition of businesses, the financing of various projects and the process of raising both debt and equity.
Before joining D&S, Steve held several tax and financial service positions of significant responsibility. He was the partner-in- charge of the tax department in the Philadelphia office of a national accounting firm, president of a real estate investment banking firm and chief financial officer of two large middle market companies in the real estate and manufacturing industries.
Steve also taught taxation as an adjunct professor in the MBA program at Drexel University. During his career, he wrote several articles on topics such as LIFO inventory, real estate, tax-advantaged investments and even on the unique tax characteristics of professional sports teams. He was also a contributing author to the Corporate Controller’s Manual, published by Warren, Gorham & Lamont.
He is a member of the American Institute of Certified Public Accountants (AICPA). He has been a member of the Executive Committee of the AICPA Tax Division and chair of the Tax Administration Subcommittee. He was also president of the Pennsylvania chapter of a national real estate organization. In 2013, Steve was appointed as a regular member of the Geneva Group International’s International Tax Practice Group. He is also the North American Regional Chairman of the Geneva Group’s Global Mobility Solutions Practice Group.
Steve and his wife, Toby, are residents of Penn Valley, Pennsylvania. They have one daughter who is an attorney and lives in New York City.
Steve and Toby enjoy the Broadway theatre. They also love to travel and to explore new and interesting restaurants in Philadelphia, New York and other places they visit.
Real Estate Market Targeted for Money Laundering - GGI International Taxation News, Spring 2016