Steve joined BMSS, LLC in 1994 and currently serves as the senior member of the firm’s tax practice group.
He predominantly focuses on client service needs in the areas of S corporations and partnership taxation with an emphasis on transactional work encompassing the life cycle of a business: formation, ongoing operations, mergers and acquisitions, dispositions and liquidations, and the impact on the owners of the business.
Steve has 35 years of experience and has worked with all industries represented by Barfield, Murphy, Shank & Smith.
He is involved with the tax planning team at BMSS Wesson Wealth Solutions, LLC.
Education:
University of Alabama
Juris Doctor
Bachelor of Science in Accounting – summa cum laude
Professional Designations & Affiliations:
Certified Public Accountant (CPA)
Juris Doctor (JD)
American Institute of Certified Public Accountants (AICPA) – Tax Division
Alabama Society of Certified Public Accountants (ASCPA)
American Bar Association (ABA)
Taxation Division
Real Property Trust & Estate Law Division
Alabama Bar Association
Annual Federal Tax Clinic
Past President – 2015
Board Member
Birmingham Tax Forum
Past President (2006)
Former Board Member
Arlington Study Group (Estate Planning Professional Group)
University of Alabama Alumni Association
Beta Alpha Psi
Beta Gamma Sigma
Additional Information:
Steve currently resides in Mountain Brook with his wife, Robin.
They have three daughters, one granddaughter, one dog and three granddogs.
In his free time, Steve enjoys fishing, kayaking, sporting clays, reading, exercising and small woodworking projects.
