Steven Oppenheim, CPA, is the Partner-in-Charge of the Real Estate Group at Gettry Marcus CPA, P.C. Mr. Oppenheim provides accounting, consulting and tax services to a diversified client base including closely-held companies and family-owned businesses. Mr. Oppenheim is also a member of the firm’s Executive Committee.
As a member of the Real Estate Group, Mr. Oppenheim advises both commercial and residential owners and developers on matters that may impact their businesses. He provides consultation and advisory services in the analysis, acquisition, and tax planning for real estate transactions. In addition, he provides real estate and private equity funds with accounting, consulting, and tax support. Mr. Oppenheim works closely with attorneys and other advisors to help structure real estate transactions including having an expertise in like-kind exchanges under IRC Code Section 1031.
Mr. Oppenheim is also a member of the trust & estates group where he provides high-net-worth individuals with diversified accounting, consulting, tax planning, and trust and estate services including the preparation of fiduciary income tax returns for simple trusts, complex trusts, grantor trusts, charitable remainder unitrusts, and charitable remainder annuity trusts. Additionally, he has experience with an array of estate and trust administration services, among them, planning and preparing state and federal estate and gift tax returns.
A graduate of the University at Buffalo, Mr. Oppenheim is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He also volunteers his time to Sunrise Day Camp, the only day camp in the world for children with cancer and their siblings, as well as, coaching children in sports activities in his community.
- Accounting & Auditing
- Real Estate
- Tax Services
- Trust & Estate Services