Director, Senior Wealth Strategist @ (July 2014 - February 2018)
Director, Wealth Advisor @ (June 2012 - July 2014)
Partner @ (June 2001 - June 2012)
Stephen Liss Education
New York University School of Law
LLM (Tax)
2000-2001
Georgetown University Law Center
JD (Law)
1997-2000
Jericho High School 1993-1997
Vassar College 1993-1997
Stephen Liss Skills
Estate Tax Planning
Charitable Trusts
Expatriate Tax
Family Partnerships
Estate & Gift Taxation
Estate Planning
International Tax
Tax
Trusts
Charities
Cross-border Transactions
Estate Law
Insurance
Tax Law
Wills
generation skipping tax
Wealth Management
Cross Border Transactions
Estate and Gift Taxation
Stephen Liss Summary
Stephen Liss, based in New York, NY, US, is currently a Partner at Dungey Dougherty PLLC. Stephen Liss brings experience from previous roles at ArentFox Schiff, Schiff Hardin LLP, UBS Financial Services Inc. and UBS. Stephen Liss holds a 2000 - 2001 LLM in Tax @ New York University School of Law. With a robust skill set that includes Estate Tax Planning, Charitable Trusts, Expatriate Tax, Family Partnerships, Estate & Gift Taxation and more. Stephen Liss has 4 emails and 4 mobile phone numbers on RocketReach.
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