Steve has over 35 years of cross-border tax experience, beginning with Arthur Andersen & Co. in their Pittsburgh, New York, and Frankfurt offices. Steve and his firm advise clients on a wide range of complex tax matters with a focus on multinational tax planning and compliance, including:

• Throwback tax and FBAR issues for U.S. beneficiaries and trustees of foreign trusts and owners of foreign bank accounts.

• U.S. trust, estate, and beneficiary tax compliance and planning for both U.S. and foreign trusts, estates, and beneficiaries.

• U.S. tax planning and compliance for U.S. investors in foreign partnerships and corporations (including PFIC and CFC issues).

• Expatriation and pre-immigration planning and reporting.

• U.S. tax matters for international owners of U.S. entities and real estate. 

Steve holds a degree in Accounting from Westminster College, is a member of the AICPA, PICPA and STEP, and speaks fluent German.

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