bannuckburn

Steven J. Bokiess

Partner

Steven is a partner in FGMK’s tax practice. He has more than 20 years of experience serving a broad range of industries, with an emphasis on real estate and financial services organizations. Steven provides tax consulting and planning strategies encompassing a variety of areas, including financial products, complex Subchapter K partnership matters and Subchapter S corporate matters, transfer pricing and international structuring, state and local tax planning, and representation before taxing authorities.

Steven has provided 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. He has extensive experience consulting with organizations on entity structuring alternatives to ensure maximum tax efficiency, and provides ongoing tax advice throughout the business and economic cycles on operational matters.

Steven is an instructor in continuing professional education programs, with an emphasis on real estate and asset management tax courses. He has also given presentations at tax seminars.

Before joining FGMK, Steven was a tax partner based in New York City at a national accounting firm in the hedge fund and private equity practice. Prior to that, he spent nearly 10 years at a Big 4 accounting firm as a non-equity partner in the hedge fund practice.

 

Education And Certifications

  • M.S., Taxation, DePaul University, with Distinction
  • B.S., Accountancy, DePaul University, Summa Cum Laude
  • Certified Public Accountant (CPA)

Professional and Civic

  • Association for Financial Professionals (AFP)
  • Association of Insolvency & Restructuring Advisors (AIRA)
  • Turnaround Management Association (TMA)