Speakers / Authors:
Devin A. Cohen
Steinbach & Associates, P.C.
Devin Cohen joined Steinbach & Associates, P.C. in 2009. He represents clients regarding various corporate transactions, contract negotiations, commercial real estate sales and leases. In addition, Mr. Cohen provides estate planning services, including preparing wills, trusts, living wills, powers of attorney and health care proxies. He also advises clients through the estate administration (probate) process.
Prior to joining Steinbach & Associates, Mr. Cohen worked in a well-regarded boutique commercial litigation firm in New York, Flemming Zulack Williamson Zauderer LLP, where he was part of a team that litigated multi-billion dollar property damage and business loss claims arising out of the 9/11 terrorist attacks on the World Trade Center.
Mr. Cohen is admitted to practice in New York and New Jersey, and before the U.S. District Courts of New Jersey, and the Southern and Eastern Districts of New York.
Mr. Cohen received his his J.D. from American University, Washington College of Law in 2006 and his B.A., magna cum laude, from the State University of New York at Binghamton in 2001.
Paul Dailey is a tax principal based in the New York office of Rothstein Kass. As a member of the Commercial Services Group, he oversees international tax issues for corporate and individual clients. Mr Dailey is a certified public accountant in New York.
Mr. Dailey specializes in tax planning, consulting and compliance issues for large foreign-owned corporations as well as residency issues and tax planning for high-net-worth individuals. His business tax experience includes handling matters for domestic owned corporations, losely-held corporations, large S corporations, nonprofits, family offices, private equity funds and partnerships. On the international side, he is involved with expatriate planning, entry/exit strategies and related compliance matters. In addition, he has developed and implemented inbound/outbound tax structures utilizing tax favored holding companies, blocker entities and transparent entities, including check the box elections. He is also knowledgeable of and skilled in CFC, PFIC, transfer pricing, earnings stripping, foreign tax credits, treaties and withholding. Mr. Dailey has also been involved with reviewing tax accruals from a FASB 109 perspective and has worked on numerous mergers/ acquisitions from both a consulting and implementation standpoint.
Mr. Dailey frequently lectures before professional groups on international tax issues. His past professional experience includes serving as a managing director with RSM McGladrey, Inc. and a tax partner at Goldstein Golub Kessler LLP in New York. He earned a Master of Business Administration degree and a Bachelor of Business Administration degree in accounting from Bernard M. Baruch College, City University of New York. Paul is a member of the New York State Society of Certified Public Accountants (NYSSCPA). Over the years, he has been actively involved with the NYSSCPA having served as co-chair of the Foundation for Accounting Education's Small Business Taxation Conference and chair of the International Taxation Committee. He is also a member of the American Institute of Certified Public Accountants (AICPA).
Michael Grady is a tax senior manager in Rothstein Kass’ New York office. He provides tax services to a diversified group of clients in various industries, including professional services, manufacturing, entertainment, wholesale, retail, real estate, and broker dealers. Mr. Grady joined Rothstein Kass in 2011 and has over 14 years of experience in commercial tax services including corporate and partnership tax planning and compliance, multi-state income tax and audit representation before federal and state taxing authorities. He is a certified public accountant licensed in New York.
Mr. Grady received his B.S. from Saint Michael’s College and is a member of the American Institute of Certified Public Accountants (AICPA).
Keith D. Sheppard
Keith Sheppard is the Operations Manager at United Corporate Services, Inc. for their New York City and White Plains offices. As a paralegal with over two decades of experience in the legal services field, Keith Sheppard has developed a keen awareness for how to assists lawyers and fellow paralegals with corporate filings, searches, and due diligence.
His previous managerial positions at two well-respected major firms, Paul, Weiss, Rifkind, Wharton & Garrison LLP and Proskauer Rose, LLP have given him the skills to the master mechanics of corporate and financial transactions.
Mr. Sheppard received his B.S. from St. John’s University.
Harold I. Steinbach
Steinbach & Associates, P.C.
Harold Steinbach founded Steinbach & Associates, P.C. in 2002. The Firm has offices in Hackensack, New Jersey and New York City. Mr. Steinbach concentrates his practice in corporate law. He is AV rated by Martindale-Hubbell.
In 2012 he was featured as one of New York area’s “Top Rated Lawyers” in New York Magazine, one of New Jersey’s “Top Rated Lawyers” in Inside Jersey Magazine, and one of Bergen’s “Top Lawyers” in (201) Magazine. Prior to forming Steinbach & Associates, P.C., he was a partner at Kleinberg, Kaplan, Wolff & Cohen, where he headed the corporate department for several years, and he was a partner at Parker, Duryee, Rosoff & Haft, both in New York City.
Mr. Steinbach received his J.D. from New York University in 1981, and his B.A. from State University of New York at Binghamton in 1978. He is admitted to the New York and New Jersey Bars.