MEET STEPHEN

MEET STEPHEN

Stephen has over 10 years of experience advising both public and privately-held business entities and their owners on complex federal, foreign, state and local tax issues. He advises large, multi-state and international flow-through entities, large C-Corporations, high net-worth individuals and other clients with planning and compliance.

Education

Bachelor of Science in Business Administration with a concentration in Accounting, Bryant University
Master Degree in Professional Accountancy with a concentration in Tax, Bryant University

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)

HOW STEPHEN CAN HELP

HOW STEPHEN CAN HELP

  • Corporate tax and ASC 740 compliance
  • Private-equity buy-ins and buy-outs
  • §743(b) and §734(b) transactions
  • Mergers and acquisitions
  • Real estate partnerships
  • Real Estate Investment Trusts (REITs)
  • Regulated Investment Companies (RICs)
  • Federal and state tax compliance
  • Foreign compliance