Steven M. Burke
Director, Tax, Trusts & Estates, and Corporate Departments
Office603-628-1454
900 Elm Street
10th Floor
Manchester, NH 03101

Steve is a shareholder and director of the firm where he has been a member of its 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 also serves as Trustee of many significant family trusts; working closely with beneficiaries, family offices, and advisors regarding fiduciary, legal, tax and trust administration issues.

Steve also serves as counsel for the boards of significant charitable, educational and tax-exempt institutions, offering advice on fiduciary, governance and tax matters.  He represents individuals and businesses before the IRS as well as the New Hampshire and Massachusetts Department of Revenue agencies and has assisted clients in obtaining administrative rulings from those taxing authorities.  He has also served as counsel in all aspects of ESOP transactions including representing companies, fiduciaries, and sellers in ESOP-related matters.  Steve also advises business owners on entity creation, governance, business succession, and transaction structuring issues.

Steve received his LL.M. in Taxation from Boston University School of Law (1990), J.D. from the University of New Hampshire Franklin Pierce School of Law (1987), M.B.A. from the University of Massachusetts, Lowell (1984) and B.A. from Bates College (1981). He is an adjunct faculty member at the University of New Hampshire Franklin Pierce School of Law and previously worked as a CPA at PriceWaterhouse in Boston, Massachusetts.

Areas of Focus

  • Corporate Business Law
  • Tax Law
  • Small Business Law
  • Wealth Preservation
  • Estate Planning and Trust and Estate Administration
  • Pension/Profit Sharing/Employee Benefits Law
  • Education and Independent Schools

Admissions

  • Fellow, American College of Tax Counsel
  • Member, New Hampshire Association
  • Member, Massachusetts Bar Associations
  • Member, United States Tax Court
  • Licensed Certified Public Accountant in New Hampshire and Massachusetts
  • American Institute of Certified Public Accountants’ distinguished CGMA designation

Involvement

Current:

  • Alumni Member, The Boston Foundation, Professional Advisors Committee (PAC)
  • Member, Governing Council of American Institute of Certified Public Accountants (AICPA)
  • Distinguished Fellow in Tax Law at University of New Hampshire School of Law
  • Member, Board of Trustees of Austin Preparatory School, Reading, Massachusetts
  • Fellow, American College of Tax Counsel

Past:

  • Past President and former Board Member, New Hampshire Society of Certified Public Accountants
  • Former Member, University of Massachusetts Lowell, College of Management Advisory Board
  • Former Member, University of Massachusetts Lowell, Building Committee
  • Former Chair and Treasurer, Board of Trustees, The Derryfield School, Board member (2000-2011)
  • Former Board of Directors, League of New Hampshire Craftsmen Foundation
  • Former Board of Directors, Stage One Productions
  • Past Graduate, Leadership of Manchester Program
  • Past Chair, NH Employee Benefits Council
  • Past Chair Taxation Section of New Hampshire Bar Association
  • Past Adjunct Faculty Member at University of New Hampshire Law

Recognitions

Awards

  • Best Lawyers in America’s Lawyer of the Year (Tax Law), 2019
  • New Hampshire Business Review, Business Excellence Award, Professional Services, 2016

Seminar Replays