STEVEN P. LEONE

CPA

Managing Tax Partner

Steve Leone is the Managing Partner of Templeton & Company’s Tax Services Group. With more than 30 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 has also passed the Series 79, Investment Banking Representative Exam and is knowledgeable in all investment banking service areas including valuation, capital structure and analysis.

STEVEN'S BLOG

AREAS OF FOCUS

  • Corporate Taxation
  • Individual Taxation
  • Mergers and Acquisitions
  • Capital Structure and Analysis
  • Federal and State Income Tax Planning

INDUSTRIES SERVED

EDUCATION

  • Florida Atlantic University, B.A.
  • Florida International University, Graduate Studies

PROFESSIONAL AND CIVIC AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Greater Boca Raton Chamber of Commerce, Trustee
  • Big 4 Alumni Association
  • KPMG LLP Alumni Association
  • Florida Atlantic University Alumni Association
  • Weston Area Little League Board of Directors
  • Saint Bonaventure Church