Steve R. Wolterman
Experienced |Finance-savvy |Approachable
Steve has over 15 years of professional experience in advising individuals and businesses on matters including tax law, 1031 tax deferred exchanges, estate planning, corporate transactions, and real estate.
He is local to Cincinnati and attended St. Xavier High School, then earned his B.S. in Finance from Clemson University, and returned to Cincinnati and received his J.D. from the University of Cincinnati, College of Law. Steve resides near Loveland with his wonderful wife and three amazing young daughters as he cautiously awaits the teenage years.
Steve is an entrepreneur at heart and never intended to practice law in someone’s else’s firm. After a couple years at a local tax firm, Steve started his own firm in 2008. Located in historic Loveland, a suburb of Cincinnati, Steve’s vision for the firm has always been to provide sophisticated services for clients locally and nationwide but from a friendly and casual neighborhood firm setting. Steve abhors ties and rarely will you see anyone in the building in something fancier than jeans.
His experience in starting and building his own firm and ancillary businesses allows for a special connection between Steve and his business clients, beyond his expertise in business, tax and transactional matters. Steve values relationships and loves meeting people and describes himself lucky to meet so many wonderful individuals and families in the community through the firm’s estate planning and other personal services.
A large part of Steve’s practice is planning and facilitating 1031 exchanges in all 50 states and abroad. He dedicates himself to remaining on the forefront of 1031 exchange laws, developments and strategies. While he facilitates all types of exchanges, Steve is known in many circles for handling the most complex 1031 exchanges.
- General Business & Corporate
- 1031 Tax Deferred Exchanges
- Merger and Acquisition
- Estate Planning
- Real Estate
- University of Cincinnati College of Law, Cincinnati, Ohio
- J.D. – 2007
- Honors: Dean’s List
- Clemson University, Clemson, South Carolina
- B.S. – 2002
- Honors: Dean’s List
- Major: Finance
- St. Xavier High School
- Ohio, 2007
- U.S. District Court Southern District of Ohio, 2009
- U.S. Tax Court, 2009
- VLP, 2009 to Present
- Robison Law Firm, Attorney & Associate, 2007 to 2008
- 1031 Tax-Deferred Exchanges
- Title Insurance Company
- Fraud Examiner & Consultant
Fraternities or Sororities
- Sigma Chi
- Cincinnati Bar Association, Member, 2007 to Present
- Ohio State Bar Association, Member, 2007 to Present
- American Association of Certified Fraud Examiners, Member, 2009 to Present
- American Bar Association, Member, 2011 to Present
Current Employment Position
Quotes / Reviews
“Steve is the tip of the spear when it comes to our largest real estate clients planning and executing the disposal and replacement of property in the most tax efficient manner possible. He is elite when it comes to 1031 exchanges.”
– Wayne Kunimura, CPA
“Steve Wolterman and his team were wonderful to work with. First they helped us with our estate planning. They made the process comfortable and easy. Then we needed to form an LLC for our business and Steve walked us through the process making it a breeze! We highly recommend them!”
– Emily Barlow, Publisher of Loveland Lifestyle Magazine
“Steve and team are wonderful. I trust Steve to get the job done (on time and on budget). He’s a wealth of knowledge and truly cares about his customers. If you need a good business partner to guide your organization – look no further. Thanks for all you do!” – Melanie Booher, Founder & CEO of MB Consulting Solutions