Michael J. Steinberg is the Director of Tax Services at Hemenway & Barnes. He brings a depth of expertise in income taxation, fiduciary tax, and tax planning. Previously, Michael was a tax professional at a mid-sized investment management firm, a big four and two regional public accounting firms, and an estate planning law firm.
Michael advises high net worth clients on all aspects of their tax and financial planning needs. He specializes in personal income tax, trust and estate income taxes, gift taxes, and private foundation taxation.
In addition to managing the day-to-day operations of the firm’s tax department, Michael provides guidance to the firm’s attorneys, trustees, staff, and clients on development in the tax laws.
- Michael oversees the preparation of clients’ tax returns, estimates and planning on personal income taxes, trusts and estates, gifts, partnerships, and private foundations.
- He advises Trustees on estate and trust administration issues when trusts are implemented, dissolved or when a beneficiary passes away.
- Michael represents clients on Internal Revenue Service and state audit matters through written correspondence and personal meetings.