Stephen M. Berman

Stephen Berman is a managing director in the firm’s Atlanta office and a member of the Private Client Services practice at Andersen. He has over 50 years of experience serving a diverse range of high-net-worth families and their associated corporate, partnership, trust, and charitable entities. Steve’s service specializations include:

• Individual income tax planning and compliance
• Partnership and S corporation income tax and structuring
• Multistate, multi-tiered pass-through operating entities
• Business succession planning
• Estate planning
• Charitable giving strategies
• Wealth transfer techniques
• Buy/sell agreement planning and structuring

Steve’s primary focus is advising closely held business owners, entrepreneurs, and wealthy family groups in all areas of income, gift, and estate taxation. He has extensive experience in providing clients with sophisticated advice and custom solutions to help them achieve their goals.

Before joining Andersen, Steve was a founding partner at Stephen M. Berman & Associates LLC, where he served as coordinator of family wealth services. Before opening Stephen M. Berman & Associates, LLC, Steve worked for Arthur Andersen and Laventhol & Horwath. He is the recipient of several awards from charitable organizations, a member of several honorary organizations, and a past recipient of the prestigious Public Service Award presented by the Georgia Society of Certified Public Accountants.