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Profile
Mr. Kohman offers retirement and estate planning,
business and individual tax preparation, accounting,
business valuation and litigation support services to individual and
business clients in many industries. Since his initial
certification as a CPA in 1984, he has obtained experience and knowledge
that allows his clients realize significant savings of time, money and
peace of mind.
Steven has maintained his designation as a
certified specialist in estate planning since 1998. Through his
education and experience in estate planning, he helps clients to
transfer wealth to succeeding generations with maximum
estate/gift tax savings through the use of retirement plan rollovers, Roth IRA conversions, various trusts, tax
elections, will provisions, insurance and investment planning decisions. Appropriate analysis of the circumstances is made, including the available resources; general and specific risk factors; and the needs, desires and values of each client.
Through the use of
specialized software, Steven works closely with
retirement-minded clients to model financial plans to determine how
their assets will provide for them throughout their lives and into
successive generations. Reports generated in this process demonstrate the effects of certain retirement and estate planning decisions and help to formulate the most appropriate strategies. Steven also prepares an assessment of how and when Roth IRAs and Roth IRA conversions can be used most effectively to increase wealth for the family.
Steven manages the tax matters for many of the firm's clients. He prepares tax strategies and returns for families of working professionals, retirees, investors and business owners. Besides individual income tax returns, he prepares returns for trusts, estates, corporations, LLCs, partnerships, gifts and inheritances. Special attention is paid to both near-term and long-term tax situations and anticipated changes in the tax laws to design and implement the most effective tax plans.
Education
- University of South Florida, Tampa, FL
Graduated in June 1981 with a B.A. in Accounting
Professional Licenses
- Certified Specialist in Estate Planning, September 1998
- Resident Insurance Producer
- Certified Valuation Analyst (CVA), September 1997
- Certified Public Accountant, May 1984
Professional Experience
Fifteen years accounting experience including:
- James Lange & Associates
- Kohman & Company
- James J. George, CPA
- Allegheny General Hospital
- KPMG Peat Marwick Main & Co.
- Main Hurdman KMG
- D. C. Hutchinson & Co.
Professional Affiliations
Pennsylvania Institute of Certified Public Accountants
National Association of Certified Valuation
Analysts
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