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Steven Bokiess
CPA, Partner
Steven Bokiess is a partner at Friedman LLP in the real estate group with more than 20 years of experience. He leads the firm's Qualified Opportunity Zone Consulting practice and specializes in advising prominent real estate organizations involved in a wide range of properties. Steven also brings extensive expertise to the financial arena. Previously, he spent nearly 10 years as a partner in the hedge fund practice of a Big 4 firm.
Expertise
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)
Insights & Events
- March 12, 2019 Opportunity Zones: 8 Questions with Friedman's Steve Bokiess
Qualified Opportunity Zone Practice Leader, Steve Bokiess recently sat down with the Philadelphia Business Jornal to discuss common questions related to the...
Read more - February 25, 2019 Long Island Business News' Opportunity Zone Panel
Friedman's Qualified Opportunity Zone Practice Leader, Steve Bokiess was joined by industry experts for an insightful panel discussion on one of...
Read more - February 5, 2019 Opportunity Zones: Profit Potential In Underdeveloped Areas
Qualified Opportunity Zone Practice Leader, Steve Bokiess, was featured in an article by Crain's New York Business regarding the high...
Read more - February 1, 2019 [Video Series] Unraveling Tax Reform -- Opportunity Zones
Watch the second episode in this exclusive series featuring Steven Bokiess, CPA, Partner for ways to reap tax advantages by investing...
Read more
- March 12, 2019 Opportunity Zones: 8 Questions with Friedman's Steve Bokiess
Qualified Opportunity Zone Practice Leader, Steve Bokiess recently sat down with the Philadelphia Business Jornal to discuss common questions related to the...
Read more - February 25, 2019 Long Island Business News' Opportunity Zone Panel
Friedman's Qualified Opportunity Zone Practice Leader, Steve Bokiess was joined by industry experts for an insightful panel discussion on one of...
Read more - February 5, 2019 Opportunity Zones: Profit Potential In Underdeveloped Areas
Qualified Opportunity Zone Practice Leader, Steve Bokiess, was featured in an article by Crain's New York Business regarding the high...
Read more - February 1, 2019 [Video Series] Unraveling Tax Reform -- Opportunity Zones
Watch the second episode in this exclusive series featuring Steven Bokiess, CPA, Partner for ways to reap tax advantages by investing...
Read more - January 28, 2019 [Watch Now] Opportunity Zone Webinar Recording
In response to growing questions surrounding this new, complex investment strategy, Friedman's Qualified Opportunity Zone Consulting Practice presented an informative webinar to...
Read more - January 24, 2019 Outlook From the Inside: Tax Benefits of Investing in Opportunity Zones
In response to the significant buzz surrounding Qualified Opportunity Zones (QOZ), Friedman's QOZ Practice Leader, Steven Bokiess, shared expert insights...
Read more - January 24, 2019 Qualified Opportunity Zone Podcast with Commercial Property Executive
With 8,700 Qualified Opportunity Zones ("QOZ") covering the United States, now is the time to understand how you can take advantage...
Read more - January 22, 2019 Minimize Your Capital Gains Tax With Qualified Opportunity Zones
Friedman's Steven Bokiess shares how you can minimize capital gains tax using Qualified Opportunity Zones under the Tax Cuts & Jobs...
Read more - December 18, 2018 Friedman LLP Launches Qualified Opportunity Zone Consulting Practice
New York — December 18, 2018 — Top 50 accounting and advisory firm, Friedman LLP, expands its dynamic service offerings...
Read more - December 13, 2018 Steve Bokiess on Qualified Opportunity Zones
Steve Bokiess, Partner and Leader of Friedman's new Qualified Opportunity Zones Consulting practice presented on the topic of Qualified Opportunity...
Read more - October 26, 2018 Deferring Capital Gains When Selling Real Estate: Qualified Opportunity Zones vs. 1031 Exchanges
Opportunity Zone Funds, a feature of the 2017 Tax Cuts and Jobs Act (“TCJA”), allow investors significant tax breaks on...
Read more - October 8, 2018 Webinar Recording: Navigating the New 199A Tax Guidance
The IRS recently released the highly anticipated proposed regulations for Section 199A deductions. For self-employed individuals and pass-through entities, these...
Read more - June 28, 2018 New Restrictions to 1031 Exchanges Under the New Tax Law
Under the Tax Cuts & Jobs Act (“TCJA”), new restrictions to 1031 like-kind exchanges limit property owners' ability to defer...
Read more - May 31, 2018 Get in the Opportunity Zone:
Qualified Opportunity Zones, a feature of the 2017 Tax Cuts and Jobs Act (TCJA), are rapidly taking shape and may...
Read more - December 8, 2017 Jeffrey Resnick, CPA and Steven Bokiess, CPA Join Friedman LLP as Partners
Friedman LLP is pleased to announce that Jeffrey Resnick, CPA and Steven Bokiess, CPA have joined the firm’s New York...
Read more
- January 24, 2019 Qualified Opportunity Zone Webinar
Under the Tax Cuts & Jobs Act, Qualified Opportunity Zones ("QOZ") emerged as a powerful tool for individuals and businesses...
Read more - October 4, 2018 [Webinar] Navigating the New 199A Tax Guidance: How It Impacts You
The IRS recently released the highly anticipated proposed regulations for Section 199A deductions. For self-employed individuals and pass-through entities, these regulations...
Read more
Outside the Office
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.
