Managing Office Partner, Carlsbad - Tax Services
Steve Green manages the firm’s Carlsbad office, where he focuses primarily on tax planning, business consulting, and tax compliance services. Steve serves a diverse group of business clients, in a variety of industries, including: real estate leasing and development, law firms, restaurants, vineyards, retail, and manufacturing. His non-business clients include high net worth individuals and their families, trusts, attorneys, investment advisers, physicians, other professionals, and related tax planning vehicles. Steve represents businesses, trusts, and individuals before the Internal Revenue Service, and also offers consultations on stock option planning, fiduciary accounting, charitable and family gifting, and retirement plans.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants
Frequent presenter on passive activity loss limitations, Section 529 and stock option planning
Bachelor of Science in Economics, University of California, Berkeley (1991)
Master of Science in Taxation, Golden Gate University, San Francisco (2003)
HOBBIES AND INTERESTS
Steve created and runs a small non-profit organization called Cookies for a Cause, which bakes cookies for nonprofit organizations as well as for the volunteers who are serving their purpose. The organization’s goal is to “grease the wheels of philanthropy” by making the volunteer process just a bit easier.
For the last four years, Steve has been the public address announcer for varsity boys basketball and Volleyball games at Pacific Ridge School. With his extensive sports experience and dry sense of humor, Steve adds a unique form of entertainment and humor to the games.
Steve is also a former “professional” bluegrass musician with Next Generation Bluegrass, where he played upright bass with three very talented teens, including his eldest son. Next Generation performed extensively at bluegrass festivals in Southern California and Arizona.