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Steve is a Partner in the Orange County office and leads the firm’s Tax Practice. He has more than thirty years of experience in tax and accounting, providing comprehensive tax planning, tax compliance, and transactional consulting services. He has served a variety of businesses throughout his career; however, his professional focus and technical expertise focus on entrepreneurial companies and high-net-worth individuals. Additionally, he has significant expertise in the real estate industry.
Prior to joining Cerity Partners, Steve was the founder and managing partner of The Walker Company, LLP, a full-service tax and consulting firm located in Irvine, CA. The Walker Company was frequently hired as a consultant when business owners encountered situations in which creative solutions were needed. Much of his career was spent in the Orange County offices of Kenneth Leventhal & Company. During his tenure at Kenneth Leventhal & Company, Steve functioned as a national resource in the areas of partnership taxation, troubled debt restructures, and business entity structuring. He left Kenneth Leventhal & Company in 1994 to become the partner in charge of the tax practice of Haskell & White LLP, a large Southern California regional accounting firm.
Good advisors understand that every day is tax season. They are tax planners, not historians, helping you make sound decisions that minimize your current and future taxes and maximize your wealth.
Year-end tax planning has an added layer of complexity in 2020—weighing the known vs. the unknown. We’ve outlined a few key areas you may want to focus on to help with your year-end planning.
A high-level overview of the proposed tax policies of the presidential candidates that could affect businesses and business owners.
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