Steve is a Manager within Global Tax Management’s State and Local Tax (SALT) Practice, focused primarily on direct (income and franchise) tax. He specializes in providing tax compliance and consulting services to companies in a wide range of industries.
Steve brings more than two decades of SALT experience from his tenure at Big 4 firms, other international establishments, and regional CPA firms. His expertise includes researching laws and advising clients on the multistate tax ramifications of proposed transactions.
He supports clients in all state corporate income tax areas including but not limited to: conducting due diligence evaluations, performing nexus studies and return reviews, coordinating voluntary disclosure agreements, preparing petitions, and representing clients in examinations and hearings before state administrative agencies. Steve also reviews and evaluates multistate issues related to ASC 740.
Away from his professional commitments, Steve enjoys a tranquil life in Matthews, North Carolina, where he resides with his wife.