Steven L. Tarshis
Steven L. Tarshis, Esq. (Steven) is a Founding Firm Partner focusing on commercial transactions, business law, estate planning, tax law, real estate and corporate law. Steven is a graduate of St. John's University School of Law and also holds a Masters of Law in Taxation from New York University School of Law. Steven has three (3) years tax accounting experience in a public accounting firm and over thirty-nine (39) years of experience practicing law.
Prior to entering the legal field, Steven was employed as an accountant and tax attorney with an international accounting firm where he was a member of the tax department. In that department, he was involved in tax issues regarding individuals, mid-size and large-size companies as well as not-for-profit organizations. Steven was with a boutique law firm in New York City where he practiced in the areas of corporate law, commercial transactions, tax law and trusts and estates as well as the areas of pension and profit-sharing plans.
Steven has concentrated his practice in the areas of corporate law, commercial transaction, real estate, trusts and estates, estate and succession planning and tax law. A number of his clients are in the health services delivery industry, including physician practice groups in the Hudson Valley in the fields of radiology, pediatrics, dermatology and multi-specialty practices. Steven's skills include negotiation and drafting of complex commercial and financing documents, mergers and acquisitions, transaction structuring, tax planning and tax advice, estates and trusts and succession planning. Steven has been selected as a Super Lawyer an honor afforded to just five (5%) percent of attorneys nationwide.
Steven and his wife Marlene reside in Orange County, New York. They have two children and five grandchildren.
Areas of Practice
- Business and Corporate Law
- Estate and Succession Planning
- Health Law
- Real Estate
- Tax Law
- Transactional Law
Bar Admissions
- New York, 1972
- U.S. District Court Southern District of New York, 1975
- U.S. District Court Northern District of New York, 1975
- U.S. District Court Eastern District of Wisconsin, 1975
- U.S. Court of Appeals 2nd Circuit, 1975
- U.S. Supreme Court, 2005
- U.S. Tax Court, 1972
Education
- New York University School of Law, New York, New York
- LL.M. - 1975
- Major: Taxation
- St. John's Law, New York, New York
- J.D. - 1971
- Law Review: St. John's Law Review, 1969
- Queens College of the City University of New York
- B.A. - 1968
- Major: Accounting
Classes/Seminars
- Lecturer, "New Tax Laws", Orange County Chamber of Commerce
- Lecturer, "Estate Planning", Mid Hudson CPA's CPE Credit Seminars
- Lecturer, "Estate Planning", Ulster County Chartered Life Underwriters
- Lecturer, "Estate Planning for Senior Citizens", Chemical Bank
- Lecturer, "Estate Planning and Limited Liability Companies", Citibank
- Lecturer, "Limited Liability Companies" and Estate Planning under the Tax Relief Act of 2001", Hudson Valley Estate Planning Council
- Lecturer, "Estate Planning & Medicaid", Vanacore, DeBenedictus, DiGovanni & Weddell
Honors and Awards
- Rated in 2007 as Among the Top 5% of Upstate New York Attorneys
- Rated in 2008 as Among the Top 5% of Upstate New York Attorneys
- Recipient, American Jurisprudence Award in Federal Taxation, Torts and Professional Responsibility
- Martindale-Hubbell Peer Review Rating of AV Preeminent
Professional Associations and Memberships
- Orange County Bar Association
- New York State Bar Association, Member, Tax Committee on Estates and Trust and Tax Committee on CLE and Pro Bono
- American Bar Association, Taxation Section, Member
- National Health Lawyers Association
- Community Foundation of Orange and Sullivan Counties, Board Member
- Professional Advisors Council of the Community Foundation of Orange and Sullivan Counties, Chair, 2008 - 2010
Pro Bono Activities
- Special Counsel, The Hudson Valley Center for Innovation, Inc.
