header
Lougen, Valenti, Bookbinder, & Weintraub Partner Group
Helping You Succeed

Accounting and Auditing Tax Services Consulting Services

Home > Our People > Berman

STEPHEN L. BERMAN, CPA, CVA, Senior Tax Manager
Email: sberman@lvbwcpa.com

Background
Steve is a senior manager in the tax department and has been with the founding members of the Firm for over 17 years, including time with BDO Seidman prior to the founding of Lougen, Valenti, Bookbinder & Weintruab. He has over 24 years of experience in the field of income tax planning and compliance, as well as business consulting for closely held businesses in the real estate, distribution, manufacturing, construction, medical, retail and service industries. He is the Firm's resident business valuation specialist  and supervises all valuation engagements for many different purposes including estate and gift returns, sales, acquisitions, strategic planning, litigation consulting and agreements among business owners.

Practice Areas  
  • Tax planning for corporations, partnerships & individuals.
  • Business Valuation Reports
 
For the Record
  • "He is warm, caring and engaged. He is extremely competent. He knows his stuff inside and out and if he doesn't, he knows whom to call to get what I need. He provides great value: he goes beyond the business accounting and applies his professional eyes and ears to my personal and professional issues." -- An excerpt from a client's upcoming book.
  • Successfully obtained IRS and NYS penalty abatements for corporations and individuals, including a recent Federal $38,400 tax reduction.
  • Consistently secure favorable estate and gift tax compliance and planning results derived from business valuation studies.
Education
  • Cornell University, B. S., Economics
  • Cornell University, M.B.A.
Professional & Community Activities
  • National Association of Certified Valuation Analysts
  • New York State Society of Certified Public Accountants

 


More About Steve

 

Words to live by:
"The most powerful force in the universe is compound interest." (Einstein)

"Put 1/3 of your assets in your business, 1/3 in land and balance the reserve." (Talmud)

First Job
Recording Engineer

Favorite Book
New Glory, Ralph Peters

 

 

Lougen, Valenti, Bookbinder & Weintraub, LLP
Facebook Twitter LinkedIn 130 Bryant Woods South, Amherst, New York 14228
Tel: (716) 204-9000, Fax: (716) 204-9840 Web Design by: RLComputing