Stephen R. Klorfein, L.L.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 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 20 years, he provided transactional business planning for corporations 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 extensive representation of individuals and businesses before the Internal Revenue Service and Georgia Department of Revenue, including civil and criminal investigations. 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 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.
Mr. Klorfein is honored in the October 2014 edition of Atlanta Magazine as one of the top estate planning attorneys in the Atlanta Metropolitan area.
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 (Vice President and Trustee).
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