Overview
Stephen is an international tax attorney practicing in the firm’s Miami office. Stephen’s practice focuses on helping high-net worth individuals, companies, family offices, fiduciaries, and investors solve complex cross-border tax issues. Stephen’s practice includes structuring foreign investment into the United States, preimmigration planning, and developing and implementing efficient succession mechanisms for multinational families.
With a foundation in both Big Four accounting and boutique law firms, Stephen brings a multidisciplinary perspective to complex tax issues affecting cross-border families, closely held businesses, and high net-worth individuals. Stephen is a past president of the Greater Miami Tax Institute and a member of the Society for Trust and Estate Practitioners (STEP). Stephen is licensed to practice in Florida, Washington D.C., and Wyoming.
News & Insights
- “Spain Awaits: Tax Considerations for U.S. Persons Exploring Golden Visa Options,” Henley & Partners Seminar, Miami, Florida 2024
Involvement
Professional Associations & Memberships
- The Greater Miami Tax Institute 2020-present
- President, 2024
Practices
Education
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Georgetown University Law Center, LL.M., Taxation, 2013
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University of Florida, Levin College of Law, J.D., cum laude, 2012
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University of Pittsburgh, B.A., Economics, 2005
Admissions
- Wyoming, 2023
- District of Columbia, 2019
- Florida, 2012