Stephen D. Lassar is the Managing Director at CBIZ Inc., where they assist clients with their trust and estate planning needs. With over 40 years of experience in public accounting, Lassar specializes in various estate planning tools and strategies to minimize gift taxes while transferring wealth across generations. They joined Marcum LLP in 2007 and transitioned to CBIZ in 2024 following a merger. Lassar has also served as a Partner in their own accounting firm and has been a past lecturer on estate planning topics. They hold advanced degrees from NYU School of Law, Brooklyn Law School, and Baruch College.
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