NAPFA Fall 2021 National Conference Speaker

Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. His valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement—offers actionable items that financial advisors can use with their clients today!