Steven Bokiess

Steven Bokiess

CPA, Partner

1700 Broadway
New York, NY 10019
p 212.897.6427
f  212.842.7001

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)

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.