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Stephen Klorfein

Stephen Klorfein

Stephen R. Klorfein, LL.M. in Taxation, began his legal career practicing with the Office of Chief Counsel of the Internal Revenue Service in Atlanta, Georgia, where he was the Real Estate Tax Shelter Coordinator for the Southeastern United States. Mr. Klorfein is currently a member of the Board of Trustees and past President of the Atlanta Tax Forum, Atlanta’s oldest organization for tax professionals and serves on the Board of Directors for several 501(c)(3) charitable organizations. Mr. Klorfein was formerly a Member of the Board of Directors of the Tax Section of the Atlanta Bar Association where he was Chairperson of the Internal Revenue Service Liaison Committee. He was a Member of the Tax Committee for the Southeast Region and was a contributing author to the Current Developments Section of the American Bar Association periodical, Real Property and Probate. For the past 30 years, he provided transactional business planning for corporations, including non-profits and charitable organizations and individuals, as well as estate planning and representation before federal and state taxing authorities. He is a member of both the Georgia and Florida Bars and is licensed to practice in the United States Tax Court. Mr. Klorfein has represented numerous individuals and businesses before the Internal Revenue Service, the Georgia Department of Revenue and other state taxing authorities, including civil and criminal investigations. This representation includes assisting clients with the Internal Revenue Service’s Offshore Voluntary Disclosure Compliance Initiative. Mr. Klorfein was the attorney who developed the estate tax case of Namik v. Wachovia; 279 Ga. 250 (2005); the only Georgia Supreme Court case that deals with estate tax consequences of investments for non-resident aliens. Mr. Klorfein has guided closely held companies and their owners in succession planning, as well as providing counsel in both taxable and nontaxable “capital events”. He currently serves on the Board of Directors of the Georgia Chapter of the Exit Planning Institute, an international organization of professionals who assist business owners with exit strategies. He takes pride in providing professional legal representation of his clients while taking a “common sense” approach to problems and issues that face the average business owner. For the past several years, Mr. Klorfein has been honored in Atlanta Magazine as one of the top estate planning attorneys in the Atlanta Metropolitan area. He has again been recognized as a Georgia Super Lawyer, an honor bestowed only among the top 5% of all attorneys.

Admitted: 1981, Georgia and U.S. Tax Court; 1982, Florida

Law School : Emory University , LL.M., in Tax, 1984; University of Florida , J.D., with honors, 1981

College: Emory University , B.A., 1978

Member: Atlanta (Board of Directors, Tax Section; Chairperson, Liaison Committee with the Internal Revenue Service) and American (Section on Taxation) Bar Associations; State Bar of Georgia (Member, Tax Committee for Southeast Region, 1988-1992); The Florida Bar; Atlanta Tax Forum (Past President and Trustee).

Board of Trustees: Friends of North Springs High School, Inc. and The Seed Center of Atlanta

Biography: Real Estate Tax Shelter Coordinator. Office of Chief Counsel, Internal Revenue Service, Atlanta, Georgia, 1981-1985. Contributing Author: "Current Developments," Real Property and Probate, 1988-1989.

Born: Fort Meade, Maryland, December 2, 1956

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