Lead, Sr. Tax Manager
Steve enjoys helping high net worth individuals and their families, including expatriates, to handle various tax compliance filings and planning, including trusts, estates and gifting. He has worked more than 40 years as a CPA and Tax Director. Steve graduated magna cum laude from Bentley University in Boston with a Master’s in Taxation, and cum laude from Northeastern University in Boston with a BSBA in Accounting. He also earned Advanced Taxation and Personal Financial Planning certificates and holds current Texas licenses as both a Certified Public Accountant (CPA) and Notary Public. Steve is a current member of both the American Institute of CPAs (Tax Section) as well as the Texas State Society of CPAs and is an Adjunct Income Tax Professor at Houston Baptist University. He and his wife, Margaret, live in Katy, Texas, with their three daughters.