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Stephen Lassar CPA*, JD, LLM
Partner – Tax & Business Services
 

Office Location
750 Third Avenue
11th Floor
New York‚ NY 10017
 
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Stephen D. Lassar is a Partner in the Firm’s New York City office and a member of its Trusts and Estates Practice group. As a trusted advisor and business counselor, he successfully helps clients plan their current and future trust and estate needs. Mr. Lassar has been practicing public accounting for more than 35 years. He has extensive experience working with a broad range of estate planning tools including QPRTSs, GRATs, CRUTs, CLATs and NIMCRUTs. His unique ability to strategically solve problems involving the transfer of wealth from generation to generation has helped numerous clients avoid or minimize gift taxes.

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)

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.
Areas of Expertise
  • Trusts & Estates
  • Corporate Taxation
  • Divorce Taxation
Key Clients
  • 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
*Licensed by the State of New York
 


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