Steve Horowitz

Director at Geneva Insurance

Speaker

Steven A. Horowitz, Esq. is Managing Member of Horowitz Consulting Group, LLC, an international multi-disciplinary, tax, business planning and advisory, general valuation and insurance consulting firm. Steven is also the Senior Member of Horowitz & Rubenstein, LLC (“H&R”), a boutique Income Tax Planning, Estate Tax Planning and Charitable Planning Boutique Law Firm. He also serves as a Director of Geneva Insurance Group, a global leader in Private Placement Life Insurance (PPLI).

A recognized leader in the field of PPLI, Steven is one of the foremost attorneys in the country in PPLI planning and the creation of sophisticated PPLI structures for high-net-worth individuals and families.

Steven concentrates his practice in planned giving, as well as endowment building for colleges, universities and hospitals and other major charitable organizations. In addition, Steven was the in-house tax director for a Fortune 250 company where he focused on executive benefit planning with life insurance as well as deferred compensation and estate planning for corporate executives with stock options. Prior to founding H&R, Steven was the Senior Tax Partner at a large regional law firm, where he headed the firm’s Tax and Trust and Estates Practice Areas.

Steven focuses on estate planning and administration, income tax and business planning for closely held businesses and their shareholders, and the taxation of securities and financing transactions. He has represented many clients before the Internal Revenue Service and the New York State Department of Taxation and Finance.

Steven is a nationally published author and a contributing columnist for CCH Taxes, The Tax Magazine, RIA, and The Journal of Taxation of Investments. He has authored over 125 articles and columns. He regularly lectures on estate tax, income tax planning, life insurance planning, asset protection, charitable giving, retirement planning, and business succession planning for the National Business Institute, and has written for Wealth Management and Bloomberg Wealth Management magazines.

Steven was a Special Professor of Estate Planning and Partnership Tax Law at Hofstra University School of Law from 1997–2006.

Steven devotes the balance of his time to his family and charitable endeavors toward his community, a decades-old passion of his to do well by doing good.