- AICPA
- MNCPA
NDCPA - Ambassador for the Red Wing Chamber of Commerce
- Member of the Red Wing Kiwanis
How Steve got here
- Bachelor of Science in Business from Montana State University, Bozeman
- Joined the Smith Schafer team in 2005
How Steve approaches work
“Do what we can to meet or exceed client expectations and provide value for our clients.”
Related Service Resources
Important Estate Tax Portability Update Announced
If the federal estate tax exemption is cut approximately in half in 2026, as is currently scheduled, it may create significant issues for Minnesota taxpayers. The matter becomes especially challenging when one considers what may happen if the portability election is not made.
ESOPs & Succession Planning for your Transportation company
This article will provide insight on employee stock ownership plans (ESOP) and how they can be an option for succession planning for transportation companies. An ESOP can provide many benefits, such as tax savings for owners and the business and increasing the culture of ownership by involving employees who have shown service and loyalty.
2022 IRS Backlogs & Taxpayer Service Updates
The IRS has been busy. In the past two years, the agency has processed trillions of dollars in pandemic relief funds, adjusted to often-changing tax deadlines, and dealt with several complex new tax laws. At the same time, funding was 20 percent lower than in 2010. Understaffed is the understatement of the century.