A Shareholder and member of Belin McCormick for 40 years, Steve Zumbach specializes in corporate transactions focusing on mergers, acquisitions, and financing for closely held companies. He practices in the area of estate planning with a primary emphasis on coordinating the estate plan with planning for the closely held business. As part of this estate planning practice, he has extensive experience advising nonprofit organizations with their charitable giving.
Steve is a Certified Public Accountant and holds a Ph.D. in Economics with an emphasis on finance. Based on his background in law, economics, and accounting, he brings an interdisciplinary approach to corporate transactional practice and estate planning practice.
Steve was an Adjunct Professor at Drake University Law School, is a member of the American College of Trust and Estate Counsel, is a tax author, and has advised on the Tax Management Advisory Board. He is a frequent speaker and writer on matters related to corporate and tax law.
Education:
Ph.D., Economics, Iowa State University (1980)
J.D., University of Iowa (1975)
B.S., Iowa State University (1973)
Tax Management Portfolios™
-
Section 2032A — Special Use Valuation (Portfolio 833)
This Portfolio analyzes assets included in a decedent's gross estate that are valued at their "highest and best use" for estate tax purposes if specific requirements are met.