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STEVEN A. BARBER CPA, MST

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[email protected]
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Steve has been serving clients with Schneider Downs since 2003 and has over 20 years of experience in all areas of tax advisory services including tax planning, research and compliance, accounting, acquiring, selling, operational and financial reporting matters for closely held businesses.

Steve provides services to the firm’s clients that include the coordination and review of corporate, partnership and individual tax returns, including development and communication of tax strategies to management.

Steve serves clients in a number of diversified industries, including automobile, construction, real estate, and manufacturing.

Education

B.S.- Accounting, Pennsylvania State University with a minor in Economics, M.S. – Taxation, University of Denver

Professional and Community Involvement

Chair—Pittsburgh Automotive Services Group

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member—Schneider Downs Auto Dealer Advisors

Member—Schneider Downs Cost Segregation Study Strategy Team

Contributor—PAA and OADA Webinar Series, PAA Controllers Forum

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Do you have a hobby/personal passion?
My passion is my family, work/life balance is important.  Following college sport and recruiting.

What was the best advice you’ve ever received?  
Treat people the way you want to be treated

Who is your role model?
Parents – both being cancer survivors, their outlook on life are the most positive I have seen.

What was your childhood dream?
To be a NBA basketball player and a doctor on the offseason

If you could go back in time, what advice would you give your college self? 
Time management is one of the most important things to learn that will help you into the future

People would be surprised to know that I…
I am from DuBois and I do not hunt

What is the best or most interesting thing about your career?   
The fact that clients and co-workers become friends

What was your first job? 
Cutting lawns/shoveling snow/raking leaves for all of the older ladies in my neighborhood

Do you have a “motto”? (spoken or unspoken)
A rich man has nothing to do with money

When you have an hour of free time, what do you like to do?   
Play with my two sons

Do you have advice for young professionals?
Be a team player, work hard and have the right attitude

Our Thoughts On

FEATURED

Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.

Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.
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