allan steinman

principal, tax services

About

CPA and business advisor serving the needs of closely held and family-owned businesses and their entrepreneurial owners. As an advisor with more than 30 years of professional experience, I offer my family business clients a blend of tax, accounting, succession planning, and business consulting services--combined with tax and intergenerational wealth planning services for business owners. Industry experience: law firms and other professional practices, family business, wholesale distribution, manufacturing, retail, and real estate. Specialties: Integrated tax, accounting, business consulting, and personal wealth planning services | transition planning between generations of family business owners | tax and transaction planning | retirement planning | estate planning | charitable giving

Country

united states

City

seattle

Industry

accounting

Skill

tax, finance, estate planning, cpa, accounting, tax accounting, retirement planning, management consulting, tax preparation, mergers and acquisitions, financial reporting, real estate, succession planning, retirement, financial planning, s corporations, financial planners, financial analysis, strategic planning

Experience

principal

laventhol & horwath

1978-1 - 1990-1 · 12 yrs 1 mo

During my years with Laventhol & Horwath, I held increasingly responsible positions in the tax and business advisory services department of this national accounting firm. I was a principal when, in 1990, the Seattle office became Bader Martin, P.S.

principal, tax services

bader martin, p.s.

1990-1 - Present · 36 yrs 9 mos

As a principal and member of the firm's closely held business practice, I provide family businesses, professional practices, and other privately owned companies with an integrated set of services for achieving financial and business goals. Because of the unique interplay of business and personal matters that is typical of such businesses, I also provide an integrated set of services for their entrepreneurial owners and families, including tax planning, retirement and estate planning, wealth planning, and charitable giving. I assist many of my family business clients with succession planning and the process of transitioning between generations.