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Stephen Lassar CPA*, JD, LLM

Partner - Tax & Business
Watch and Money
 
750 3rd Avenue
11th Floor
New York, NY 10017

212.485.5650
stephen.lassar@marcumllp.com
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*Licensed by the State of New York

Stephen Lassar is a Partner in the Firm's New York City office. As a trusted advisor and business counselor, he successfully helps clients plan their current and future estate planning and business needs.

Mr. Lassar has been practicing public accounting for more than 35 years. His area of expertise includes working with real estate entities, international companies, closely-held corporations, partnerships, limited and general partnerships, and limited liability companies in the areas of tax compliance and entity structuring as well as working with business principals and high worth individuals on a wide range of estate planning tools to help transfer wealth from generation to generation.

In addition, Mr. Lassar is currently assisting with an industry study to provide businesses with competitive information regarding manufacturing, quality control, and research and development costs. The benchmark survey that was developed will forecast projections for the fragrance industry.

Mr. Lassar joined the Firm in 2007. Previously, he was a Director with a publicly-traded accounting and financial services company. His earlier experience includes serving as a Partner in his own accounting firm. A past lecturer on various estate planning matters, Mr. Lassar has led continuing professional education courses.


Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA) Estate Planning Committee, Past Chairman
  • New York State Bar Association
Articles, Seminars & Presentations
  • "Trust-Owned Life Insurance: Policy Review and Funding Techniques," CPA Journal (February 2007)
  • "Wealth Preservation: Five Strategies," CPA Journal (September 2002)
  • "Income in Respect of a Descendent," CPA Journal (September 1997)
Subject Matter Expertise

Trusts & Estates
Corporate Taxation
Divorce Taxation

Practice Focus

High-Net-Worth Individuals
Closely-Held Businesses
Family-Owned Companies
Real Estate
Manufacturing

Education

Masters of Law, Taxation
New York University Graduate School of Law

Juris Doctor, Law
Brooklyn Law School

Bachelor of Business Administration, Accounting
City College

Stephen Lassar is a registered representative and offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC. Other services offered are not affiliated with Raymond James. Family wealth services, trusts and estate services and tax controversy services are not affiliated with Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Related Insights & News


Article by James Ashe, Stephen Lassar & Daniel Roche, "Treatment of Deal-Related 'Synergy' Takes Center Stage," Featured in New York Law Journal

 

The U.S. economy is back; well kind-of. While we're not talking about the expansion witnessed through 1998-1999, the U.S. economy is gaining momentum after a ....


Article Authored by James Ashe, Partner-in-Charge, Advisory Services, Stephen Lassar, Tax & Business Services Partner and Daniel Roche, Advisory Services Manager, "Valuing Publicity Rights and Other Intangible Assets of Authors"

 

The "Right of Publicity" is in the news again, this time in regards to the high-profile "image and likeness" asset of Michael Jackson. One of ....

 
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