Steven Bokiess

Steven has an extensive background providing tax consulting and compliance services to a variety of real estate and asset management clients, including REITs, real estate partnerships, private equity funds, hedge funds, investment advisors, broker/dealers and mutual funds.

Steven is an instructor in continuing professional education programs with a course emphasis on real estate and asset management tax. As a thought leader, he has also given presentations at tax seminars for hedge fund conferences.

His expertise includes:

• Consulting with organizations on entity structuring alternatives to ensure maximum tax efficiency
• Providing tax consulting on complex Subchapter K partnership matters and Subchapter S corporate matters
• Advising on transfer pricing and international structuring to minimize tax burdens
• Consulting on state and local tax planning to ensure compliance and maximize tax positions
• Representing clients before taxing authorities on a host of tax issues
• Providing ongoing tax advice throughout the business and economic cycles on operational matters
• Advising multibillion dollar hedge fund clients on approaches to optimize their financial holdings

Affiliations

• Association for Financial Professionals (AFP)
• Association of Insolvency & Restructuring Advisors (AIRA)
• Turnaround Management Association (TMA)

When Steven isn’t providing front-running tax and accounting advise, you can find him enjoying the outdoors by taking long walks, cycling and traveling.