Stephen Danner, CPA, CFS

Title:Partner, Tax Services

Education:BA in Economics, Tulane University; MBA, Tulane University

Designations:CPA, CFS

Stephen Danner

A Tax Partner in the South Florida practice of Cherry Bekaert, Steve possesses more than 30 years of experience with national and regional public accounting firms. Steve is a member of the Firm’s Private Client Services Group, and leads the South Florida Private Client Services practice. He provides guidance in the areas of trusts, estates, high-net-worth individuals & families, and advanced income tax planning strategies. He also consults in the areas of real estate and pass-thru entities.

Numerous closely-held companies depend on Steve to reduce their current income taxes while planning for a successful transition or sale of the business. An expert in tax and estate planning with an emphasis on the preservation of wealth, Steve has significant expertise devising charitable planning strategies in conjunction with estate planning and creditor protection.

Specialties/Areas of Expertise

  • Charitable Planning Strategies
  • Creditor Protection
  • Estate & Trust
  • Federal Tax
  • High-Net-Worth Individuals
  • Pass-Thru Entities
  • Wealth Preservation

Professional Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants (FICPA)

Community Involvement

  • Board Member, Treasurer and Chair of the Finance Committee, Carrfour Supportive Housing
  • Board Member, Executive Committee Member, Chair of the Endowment Committee, Investment Committee Member, United Way of Miami Dade