Steve is a Shareholder and Director of the firm where he has been a member of its Tax, Trusts & Estates and Corporate Department for over twenty-five years. Using his expertise as a licensed CPA as well as an attorney, Steve advises high net worth individuals, families and fiduciaries on estate and income tax planning and administration, and wealth preservation strategies. Steve also serves as Trustee of many significant family trusts; working closely with beneficiaries, family offices, and advisors regarding fiduciary, legal, tax and trust administration issues.
Steve also serves as counsel for the boards of significant charitable, educational and tax-exempt institutions, offering advise on fiduciary, governance and tax matters. He represents individuals and businesses before the IRS as well as the New Hampshire and Massachusetts Department of Revenue agencies, and has assisted clients in obtaining administrative rulings from those taxing authorities. He has also served as counsel in all aspects of ESOP transactions including representing companies, fiduciaries, and sellers in ESOP-related matters. Steve also advises business owners on entity creation, governance, business succession, and transaction structuring issues.