Profile

Mr. Kohman offers retirement and estate planning, business and individual tax preparation, accounting and auditing, business valuation and litigation support services to individual and business clients in many industries.  Since his initial certification as a CPA in 1984, he has obtained experience and knowledge that allows his clients realize significant savings of time, money and peace of mind.

Steven has maintained his national certification as a Certified Valuation Analyst (CVA) since 1997. This designation comes pursuant to fulfilling NACVA's rigorous testing, education, and experience requirements. As head of the firm's business valuation department, Steven has helped many clients complete tax-saving gifting and succession planning strategies using family limited partnerships involving valuation discounts. He also provides essential valuation consulting services and prepares valuation reports in divorce situations. His valuation experience also proves valuable in litigation support cases by preparing calculation of damages reports. Steven has provided expert witness testimony in many of these cases.

Steven has maintained his designation as a certified specialist in estate planning since 1998. Through his education and experience in estate planning, he helps clients to transfer estate assets to succeeding generations with maximum estate/gift tax savings through the use of various trusts, tax elections, will provisions, and valuation decisions. Through the use of specialized software he has developed, Steven works closely with retirement-minded clients to model financial plans to determine how their assets will provide for them throughout their lives and into successive generations. Steven has also developed a comprehensive program to help clients decide whether a conversion of their regular IRA account to a Roth IRA is appropriate.

Education

• University of South Florida, Tampa, FL
  Graduated in June 1981 with a B.A. in Accounting

Professional Licenses

• Certified Public Accountant, May 1984
• Certified Valuation Analyst (CVA), September 1997

Professional Experience
  Fifteen years accounting experience including:

• James Lange & Associates
• Kohman & Company
• James J. George, CPA
• Allegheny General Hospital
• KPMG Peat Marwick Main & Co.
• Main Hurdman KMG
• D. C. Hutchinson & Co.

Professional Affiliations