Steven P. Leone
Managing Tax Partner
Steve Leone heads up Templeton’s Tax Services Group. With more than 35 years of accounting experience, Steve focuses on the tax, financial reporting and operational issues of Templeton’s clients. In addition to his client-focused efforts, Steve fulfills practice leadership duties including responsibility for the management and professional development of all tax professionals and administrative staff in Templeton’s West Palm Beach and Fort Lauderdale offices.
Prior to joining Templeton, Steve worked with a Big 4 CPA firm for 18 years serving as the Managing Tax Partner working with clients in the information technology, financial services, retail, real estate, construction, communications, manufacturing and distribution, and entertainment industries. Steve holds his Series 79 license and assists cli-ents in investment banking service areas including valuation, capital structure and analysis.
Education
Florida Atlantic University, B.A.
Florida International University, Graduate Studies
Areas of Focus
- Corporate Taxation
- Individual Taxation
- Mergers and Acquisitions
- Capital Structure and Analysis
- Federal and State Income Tax Planning
Industries Served
- Entertainment
- Financial Services
- Information Technology
- Manufacturing and Distribution
- Retail
- Real Estate
- Construction
Professional and Civil Affiliations
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- National Association of Certified Valuators and Analysts
- Big 4 Alumni Association
- KPMG LLP Alumni Association
- Florida Atlantic University Alumni Association
- Chairman of Board – Community Sports Association of South Florida