Steve practices primarily in the fields of taxation, closely-held businesses, and exempt organizations. Steve’s experience includes general corporate and partnership transactions as well as real estate acquisitions and finance. His tax practice includes Federal tax matters relating to entity selection, formation, transfer of ownership, and operational issues such as executive compensation. He also specializes in the formation of off-shore investment vehicles designed to minimize exposure to U.S. taxation.

Steve served as attorney-advisor for the Honorable Charles E. Clapp II, United States Tax Court, in Washington, D.C. From 1991-1992, he served as law clerk to the Honorable Volney V. Brown, Jr., Chief United States Magistrate Judge, in Los Angeles, CA.

Representative Projects:

  • Advise non-US trustee on restructuring of trust investments to minimize US taxation and reporting
  • Structure and implement US real estate investments for non-US investors
  • Formation of US and non-US charitable vehicles
  • Design and implement intra-family derivative structure for use with GRATs
  • Negotiate and draft commercial agreements for technology companies, including financing, purchase/sale, and services agreements

Professional Licenses
and Designations

  • Attorney (Washington, D.C., California, and Colorado)
  • Admitted to Appear Before the U.S. Tax Court
  • Admitted to Appear Before the U.S. Courts of Appeal for the Ninth and Seventh Circuits
  • Admitted to Appear before the Supreme Court of the United States

Professional Affiliations

  • Member - The International Academy of Estate and Trust Law


  • Master of Laws (LL.M.), Taxation, with Distinction, Georgetown University Law Center
  • Master of Business Administration (M.B.A.), Finance and Industry/Competitor Analysis, University of Maryland, College Park
  • Juris Doctor (J.D.), University of California, Davis
  • Bachelor of Science (B.S.), Engineering, University of California, Davis




  • Acquisition International-KHD DC Partner Tax Specialist of the Year Mid-Atlantic USA 2017