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Steve Baum
Mr. Baum has been an integral part of the firm's evolution and growth over the years. He began his career with Paneth, Haber & Zimmerman LLP, a Certified Public Accounting Firm. He became a partner in 1974 and then managing partner in 1992, building a successful accounting practice in business and tax consulting and personal financial management along the way. With a vision of creating a CPA firm that meets the total financial needs of its clients, he co-engineered a merger in 2000 with Marks Shron & Company, a CPA firm with complementary capabilities. These efforts resulsted in the creation of Marks Paneth & Shron, which today offers a full range of accounting, tax, financial advisory and consulting services. Beyond his track record of leadership, Steve Baum is widely recognized for his expertise in counseling high net worth individuals. He serves as trusted and knowledgeable business advisor to a Who’s Who of successful individuals resident in the greater New York City area. Mr. Baum has held leadership positions with a number of professional organizations. He is a Past President of the New York State Society of CPAs and he has served as a member of its Board and as chairman or member of various committees and task forces, including the Foundation for Accounting Education, the Scholarship Task Force, the Members Insurance Committee, the Professional Conduct Committee, and the Municipal, State and Federal Taxation committees. He previously served on the Governing Council of the American Institute of CPAs. Steve is often sought out for commentary on a variety of business and tax topics, he is a former editorial advisor to The CPA Practitioner, and is a frequent speaker at professional conferences. Steve’s passion is his work with philanthropic organizations, both as an advisor and as an officer. He is the Secretary/Treasurer and a Trustee of the Dorot Foundation (an organization that supports educational and cultural activities related to Jewish heritage) and the Union Square Fund (which provides monetary awards to recognize and support innovative grassroots projects and organizations responding to pressing social issues in NYC). He also serves as a director of Justice for Athletes. Within his community, Mr. Baum was re-elected four times to the Board of the Northport-East Northport School District and served a term as its president. Mr. Baum has been honored for his contributions to the accounting profession and to philanthropic endeavors with two awards from the New York State Society of CPAs: the 1988 Arthur J. Dixon Public Service Award and the 2002 Distinguished Service Award. He has also received the 1988 Public Service Award from the AICPA, an honor reserved for only one CPA in each state. Steve Baum earned his BA degree in Accounting from Queens College, a JD from Brooklyn Law School, and a LLM in Taxation from New York University School of Law. He is a Certified Public Accountant, and is a member of the American Institute of Certified Public Accountants, the New York State Society of CPA’s, and the New York State Bar Association. He has been admitted to practice before the United States Tax Court.
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Steve Baum is co-Managing Partner of the New York accounting and consulting firm of Marks Paneth & Shron. The firm has grown to be one of the largest independents in the greater New York City area and is highly regarded for its work with successful individuals and their business. Steve is responsible for overseeing the firm's operations, manages business development efforts and consults on key accounts.