Stephen R. Brady
Partner, CPA, JD
Steve is a Partner specializing in providing tax and business consulting services to closely-held entities and their owners. His clients include companies in the investment, manufacturing, retail, real estate, distribution, not-for-profit, food service, gaming and hospitality industries.
He has over 30 years of experience, including 12 years with the Buffalo office of an international accounting firm. His experience also includes 8 years directing the tax function of a $1.7B closely-held multi-national diversified company, doing business in 30 states and 5 countries. He also spent 2 years as the Executive Director of a Western New York non-profit agency.
His selected experiences include:
-
Tax consulting and compliance services for publicly held and privately held companies, including worldwide tax minimization planning, multi-state tax planning, and repatriation planning.
-
Structuring, planning and due diligence related to acquisitions, sales, and start-up ventures.
-
Estate planning and succession planning for closely-held business owners.
-
Representation before the IRS related to corporate and individual income tax audits, as well as income, sales, and property tax audit representation before many State tax agencies.
-
Personal financial planning and retirement planning.
-
Cost segregation and fixed asset studies.
Steve’s professional and community affiliations include:
-
American Institute of Certified Public Accountants
-
Erie County Bar Association
-
Financial Planning Counselors of Western New York
-
Love the Children Adoption Agency of WNY, Board Member
-
The Jolly Boys of Williamsville, Inc., Board Member
Steve holds a BS in Accounting from Canisius College and a JD from the University at Buffalo Law School.