Attorney Steven M. Burke will be part of a panel discussion on “Managing the Issues and Resources Around Retirement” on June 28, 2017 at the office of Katz Nannis + Solomon in Waltham, Mass.
As part of the presentation, the panel will discuss the various retirement options people need to consider, such as Social Security, 401(k) savings, pension plans, tax planning, estate planning and other issues and the legislative landscape is shifting.
Steve is a director in the firm’s tax, trusts & estates, and corporate departments for over 25 years. Using his expertise as a licensed CPA as well as an attorney, Steve advises high net worth individuals, families and fiduciaries on estate and income tax planning and administration, and wealth preservation strategies.
Steve is a Fellow of the American College of Tax Counsel, and has been recognized in Woodward/White’s Best Lawyers in America since 2003 for Corporate Law and Tax Law, including being named 2015 Lawyer of the Year. He is recognized in Chambers USA: A Guide to America’s Leading Lawyers in the Corporate/Commercial: Tax category, holds an AV Preeminent Peer Review rating from Martindale-Hubbell and is rated by Super Lawyers. These recognitions are a testament to the fact that his peers rank him at the highest level of professional excellence.
Admitted to practice in New Hampshire and Massachusetts, Steve can be reached at (603) 628-1454, (781) 904-2711 or [email protected].
For additional information about this panel discussion, please click here.