Steve R. Wolterman

Experienced | Finance-savvy | Approachable

Biography

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.

Steve is an entrepreneur at heart and never intended to practice law in someone 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.

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.

Practice Areas

• General Business & Corporate
• Taxation & 1031 Tax Deferred Exchanges
• Merger and Acquisition
• Estate Planning
• Real Estate

Education

• University of Cincinnati College of Law, J.D. 2007 (Dean's List)
• Clemson University, B.S. Finance 2002 (Dean's List)
• St. Xavier High School

Bar Admissions

• Ohio, 2007
• U.S. District Court Southern District of Ohio, 2009
• U.S. Tax Court, 2009