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Steve Roegiers

Steve Roegiers

Steve Roegiers | Principal | CPA

Stuart, FL | 772.419.4010 | Email
Service Areas | Estate and trust planning and taxation; individual and gift tax; investment, insurance and retirement planning

Steve focuses on estate, financial and retirement planning assisting with estate, trust and individual tax preparation. His clients are primarily individuals and their families focused on multi-generational planning.

Experience

Steve began his public accounting career in 1977, later becoming a senior partner with Roegiers Goldin Chappel Nall & Associates, which combined with Rehmann in 2015 to offer an expanded level of service.

Steve builds a strong relationship with each client in order to provide services customized to their unique needs, and because of this, he still works with many of the same clients that he did in the first years of his career. In addition, Steve has significant experience representing clients for IRS estate audits. He has attended estate planning conferences throughout his career to stay updated on industry changes.

  • Throughout his career, Steve has stayed at the forefront of major tax law changes, enabling him to proactively advise his clients before changes occur – and because of this, he was able to save a particular client over $1 million.
  • Leveraging a team of cross-functional Rehmann professionals, Steve has connected numerous clients with financial advisors, integrating the client’s tax and consulting services with overall asset management.
  • Steve has been published several times in “Florida CPA Today” with articles about required minimum distributions from retirement plans, estate and gift tax planning, and income and estate planning for retirement plan distributions.

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