Bruce Steiner has over 40 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. • He is a frequent lecturer at continuing education programs across the country for bar associations, CPAs and other professionals. He is a co-author of CCH’s Roth IRA Answer Book, a commentator for Leimberg Information Services, Inc., a member of the editorial advisory board of Trusts & Estates, and a technical advisor for Ed Slott’s IRA Advisor, and has written numerous articles for Estate Planning, BNA Tax Management’s Estates, Gifts & Trusts Journal, Trusts & Estates, Journal of Taxation, Probate & Property, TAXES, CPA Journal, CLU Journal and other professional journals. • Bruce has been quoted in various publications including Forbes, The New York Times, the Wall Street Journal, the Daily Tax Report, Investment News, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, Newsday, New York Post, Naples Daily News, Individual Investor, Fox Business, CNBC, Reuters Money, TheStreet.com, Bloomberg, Observador and Dow Jones (formerly CBS) Market Watch. • Bruce has served on the professional advisory boards of several major charitable organizations and was named a New York Super Lawyer each year since 2010 and was selected to Best Lawyers in America each year since 2018.

Stephanie Chau is a CPA, CFP®, and licensed life and health insurance broker. Ms. Chau is a seasoned financial professional with leadership experience across a family office, hedge fund, private equity firm, and a Big Four accounting firm. She has developed extensive expertise in wealth creation and transfer, particularly during her eight years at a family office. Previously, Ms. Chau served as Vice President and Fund Controller of multi-billion-dollar co-investment vehicles at Cerberus Capital Management, a leading private equity investment firm. At Salomon Smith Barney/Citigroup and its spin-off, Saranac Capital Management, she was the VP of Portfolio Analytics, Business Development, and Client Service. She also worked as a senior auditor specializing in investment companies at Deloitte & Touche. Ms. Chau currently chairs the Estate Planning Committee of the New York State Society of CPAs and is a Board Member and Advocacy Director of the FPA of Metro NY. She is also active in her community, notably serving as the Vice President of the Forest Hills Asian Association, where she was previously the Treasurer. Her multicultural upbringing and proficiency in English and Chinese give her an edge in serving the vibrant and diverse community of the Tri-State area and beyond.