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Walt Smith provides a blend of tax, financial and business consulting services for privately held businesses and their owners. Many of his clients are new or emerging businesses, or companies struggling to meet the challenges of a demanding financial or operational climate. Walt has extensive work experience in tax and financial reporting for real estate developers, investors, owners, lessors and managers, and is a recognized expert in commercial and residential real estate and partnership syndication.
PRACTICE EMPHASIS Strategic tax and transaction planning; family and closely held businesses, with additional emphasis on new and emerging companies and business turnarounds; real estate taxation for investors, owners, developers and managers; partnership syndication
EDUCATION Bachelor of Arts in Business Administration, University of Washington
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Rod Fujita's work integrates tax planning and preparation and business consulting services for closely held businesses and their owners—including such services as tax and transaction planning, retirement planning, business entity selection, tax-deferred exchanges, stock options consulting and liability protection. Although Rod works with businesses operating in a broad range of industries, his practice emphasizes professional services, real estate, retail, and wholesale/distribution.
PRACTICE EMPHASIS Family and closely held businesses and their owners, high net worth individuals and families, strategic tax and transaction planning (including multi-state taxation of corporations and partnerships), mergers and acquisitions, real estate
EDUCATION Bachelor of Arts in Business Administration, with honors, University of Washington
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Allan Steinman is an expert in accounting and business consulting for closely held and family-owned companies, as well as high net worth individuals and families. He also has significant expertise in tax consulting. Allan serves clients in a range of industries including professional services, retail, wholesale distribution, real estate, and manufacturing.
PRACTICE EMPHASIS Law firms and other professional practices, family and closely held businesses and their owners, high net worth individuals and families, retirement planning, estate planning, charitable giving
EDUCATION Bachelor of Arts in Business Administration, University of Puget Sound; Master of Business Administration, University of Puget Sound; Tax courses, Golden Gate University
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David Stiefel's work combines accounting and tax services with financial and business consulting for family offices, high net worth individuals/families, and private and family-owned companies. He is experienced in goal setting and risk analysis, strategic planning and financial modeling. His clients operate in a range of industries, with an emphasis in distribution, hospitality, professional services, retail and real estate. David also has significant professional experience in the areas of forensic accounting, litigation support and expert testimony.
PRACTICE EMPHASIS Family and closely held businesses, family office services, tax planning, financial planning and analysis, mergers and acquisitions, litigation support/expert witness
ADDITIONAL CERTIFICATIONS
Chartered Financial Consultant (ChFC), The American College; Personal Financial Specialist (PFS), American Institute of Certified Public Accountants
EDUCATION Bachelor of Arts in Economics and Accounting, cum laude, Claremont McKenna College; Master of Business Administration (Finance), University of Washington
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Chris W. Strand, MST, CPA
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Chris Strand integrates tax strategies and financial and business consulting for high net worth individuals and families and their closely held businesses. He is an expert in addressing the unique needs of public-company executives, including compensation planning, stock-option consulting, and financial and estate planning. Chris is also well versed in real estate matters, including tax-deferred 1031 exchanges.
PRACTICE EMPHASIS High net worth individuals, families, estates and trusts; corporate reorganizations; real estate
EDUCATION Bachelor of Arts in Business Administration, with honors, University of Washington; Master of Science in Taxation, with honors, Golden Gate University
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Bart Wilson's work focuses on audits of privately held businesses in a range of industries, as well as employee benefit plans and not-for-profit organizations. He is one of a select number of practicing CPAs in the region with extensive experience in both public practice and private industry. Prior to joining Bader Martin, Bart spent ten years with the audit practice of PricewaterhouseCoopers and six years as a partner in a local firm. He has held senior positions in a real estate company and a coffee wholesaler, and also served as an independent CFO for a number of companies in the region.
PRACTICE EMPHASIS Audits of family and closely held businesses, employee benefit plans, not-for-profit organizations; new and emerging businesses and business turnarounds
EDUCATION Bachelor of Arts in Philosophy, Pomona College; Master of Business Administration, University of Washington
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Bader Martin's shareholders, principals and senior managers each hold a valid Washington state CPA certificate and license. Please direct inquiries regarding license information to Pat Flynn at .
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