Steven G. Rosen, CPA | Director
Experience
Steve Rosen has been a Director with the firm since 1997 and holds over 37 years of experience in public accounting. Steve has extensive experience in corporate and individual taxation, business transactions and financial and estate planning for high net worth professionals and their families. He has directed services in the areas of business entity selection, formation, operation, and liquidation and reorganization of corporations, partnerships, and LLCs. Steve’s experience includes providing tax services to organizations and individuals in a wide range of industries, including real estate, investment companies, fund-of-fund partnerships, professional service firms, construction, retailers and wholesalers. In addition, Steve works with a number of not-for-profit organizations and private foundations where his involvement ranges from assisting with the organization’s application for exempt status to planning and monitoring the organization’s compliance and preparing the appropriate returns. He also assists with planning and implementing changes required by new legislation and jurisprudence. Steve plays an active role in the development of the firm’s tax department procedures and policies. Prior to joining the firm, Steve served as a tax manager for a large national firm.
Steve’s areas of concentration primarily includes advising families the development of estate plans in order to protect assets, minimize exposure to taxes and make provisions for beneficiaries tailored to the families’ needs and intentions, including transfer of business and non-business assets to children or other beneficiaries. In connection with these services, Steve works with the client’s other professional advisors to ensure the proper transfer of knowledge between all parties. Steve is a significant contributor to the firm’s specialty in the area of estate and trust planning and compliance.
Education and Certifications
- Roosevelt University, Bachelor of Science, Business Administration
- CPA, Licensed in Florida
Professional Affiliations
- American Institute of Certified Public Accountants, Member
- Florida Institute of Certified Public Accountants, Member
- The Greater Fort Lauderdale Tax Council, Past President
- Oakton Community College, Glenview, Illinois, former Adjunct Professor
Civic/Community
- Jewish Family Services of Broward, Executive Board Member
- Temple Beth Am of Margate, former Chairperson
- Sister Cities of Fort Lauderdale, former Treasurer
Other
Steve and his wife of almost 40 years have two children and two grandchildren. Outside of work, Steve enjoys cycling, swimming and reading.
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