Steve is the Director of Estates, Trusts and Wealth Preservation for Rehmann. He is a member of the Tax Executive Sub-Committee for Tax Risk Management (Quality Control-Tax). He is located in the Grand Rapids office. Steve has been with Rehmann since 1998 .
Steve has extensive experience in developing creative and effective tax strategies that address a multitude of estate, trust and wealth preservation issues and he has presented numerous seminars on taxation and estate planning including presentations for the Institute of Continuing Legal Education (ICLE), Michigan Association of CPAs, local bar associations across the state and charitable organizations including United Way. Steve has been a frequent contributor to articles on estate, individual and business tax planning and has been quoted in the Wall Street Journal and The New York Times in respect to current issues in estate and gift tax planning.
Steve is also skilled in addressing and successfully resolving issues confronting a business owner over the life of an enterprise, from the initial planning for the acquisition of a business, through and including the sale or the succession of the business.
In addition, Steve has more than 20 years of experience in successfully obtaining favorable private letter rulings addressing a variety of complex and unique issues covering estates, trusts, gift tax planning and wealth preservation as well as well as business restructuring and operation and real property transactions. Steve has also gained considerable valuable experience representing clients before both State and Federal Courts including the U.S. Tax Court. The strategies perfected in Court have allowed him to provide insight, legal memos and briefs, as well as personal representation in support of client positions on audit. Recently Steve was successful in defending a Family LLC structure resulting in a substantial discount on the transfer of interests to family members.