Steve joined D&S in 1994. In his practice, he performs tax services as well as business and financial planning for individuals and closely held businesses. He frequently works with clients in the real estate industry and in the legal profession, including both law firms and individual attorneys.
Steve began practicing public accounting in 1988 with Laventhol & Horwath in Philadelphia, where he worked in both the audit and tax departments. He later acquired additional tax experience at a CPA firm in Blue Bell, Pennsylvania, where he worked with many individual tax clients, as well as provided accounting and tax services for businesses in the real estate and automotive industries. Just prior to his arrival at D&S, he worked for a computer consulting firm in Jenkintown, Pennsylvania, where his responsibilities included training, implementation and technical support for accounting software used in private industry and in public accounting firms.
Steve majored in accounting at Drexel University and graduated with a Bachelor of Science degree in business administration. He also received a Master of Science degree in taxation from Philadelphia University. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants. In 2014, Steve was recognized by SmartCEO magazine as a finalist for Accountant of the Year.
A native of Philadelphia, Steve resides in its suburbs with his wife and children. He is an avid sports fan who enjoys playing in a softball league, attending professional baseball games with his family and playing golf. In addition to his passion for sports, Steve enjoys movies and theater.
Steve is active in community service. He serves as president of the Terri Lynn Lokoff Childcare Foundation.
Five Steps to Get Off the IRS's Naughty List - PolicyGenius, January 23, 2019
Opportunity Zones: Rules finally come out, and yup, they're complex (but manageable) - Philadelphia Inquirer, January 7, 2019
Are Credit Card Rewards Taxable? - U.S. News & World Report, September 26, 2018
New York, Connecticut Taxpayers Have Plan B Options to Beat SALT - Bloomberg Business, August 27, 2018
Family Caregiver Tax Deductions Everyone Must Consider - Crossroads Hospice & Palliative Care, April 7, 2017