LinkedInStephen Kass, Esq, CPA
Stephen Kass, Esq, CPA

Stephen Kass, Esq, CPA

Managing Director at PPMT Strategic Group

Location
Greater New York City Area
Industry
Investment Banking
Current
  1. PPMT Strategic Group,
  2. Law Offices of Stephen B. Kass, P.C.
Previous
  1. European American Advisors, Inc.,
  2. Ocean Club Condominium,
  3. First Wall Street Capital International, Inc.
Education
  1. New York University School of Law
Recommendations23 people have recommended Stephen
Websites
500+connections

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PPMT Strategic Group

PPMT Strategic Group

Managing Director

– Present

View full profile

Background

Experience

Managing Director

PPMT Strategic Group
– Present (1 year)Greater New York City Area

Founding member of NYC based finance and consulting firm.

Currently working on gold roll-up, restaurant financing, financing and consulting for international boating company and a supermarket acquisition. We also have a separate Dodd Frank unit to provide consulting and technical services to banks and hedge funds. We further formed biotech incubator funds.

Most recently, we are in the process of acquiring and rolling up accounting and consulting companies in NYC, NJ, Long Island and Florida.

Previously, I worked on casino and aviation deals.

www.PPMTGroup.com

Founding Principal

Law Offices of Stephen B. Kass, P.C.
– Present (20 years 2 months)225 broadway Ste 711 new York NY 10007

Bankruptcy and Financial Law firm.

Chapter 11 cases for businesses with tax and other debt. Consumer debt workouts.

Tax Court cases, IRS and NYS offers in compromise, tax research and deal planning.

www.sbkass.com
www.bankruptcynewyork.com
www.taxesnewyork.com

Director

European American Advisors, Inc.
(6 years 4 months)Greater New York City Area

Worked on US Coal Rollup, Peru iron ore deal, energy trades and reorganizations.

Treasurer

Ocean Club Condominium
(16 years)Greater New York City Area

Worked to stabilize finances. Developed Web Site. Worked on managing agent replacements.

Resolved dispute with sponsor and bonding company and worked to build parking garage close to $1M coming in on budget.

Values increased close to 9x during tenure.

Director

First Wall Street Capital International, Inc.
(3 years)Greater New York City Area

We worked on the following deals- Kings Supermarket acquisition, Legend Airlines Bankruptcy Acquisition, National Airlines Financing in Bankruptcy,Gear Magazine Business Plan.

Tax Associate

Deloitte & Touche
(3 years)Greater New York City Area

Researched new mark to market rules, hedging rules, prepared corporate tax returns, tested reporting system for mutual funds. Clients included large international banks, broker dealers, real estate partnerships and high net worth individuals.

Senior Accountant

Marcum Bernstein & Pinchuk LLP
(2 years 11 months)Greater New York City Area

Audited broker deals and investment banks, managed audit team, prepared corporate tax returns and projections for real estate investment companies.
Specialized in broker dealers and commercial real estate.

Summary

I am a founding member of a consulting and financial firm with offices in NYC, Florida and California. We specialize in Dodd Frank consulting and technical services to banks and hedge funds, energy deals, turnaround management and consulting.

In addition, I am a partner in a law firm specializing in taxation, bankruptcy and financial law. We work on Chapter 11 cases for businesses that have large tax debt, we file and litigate tax court cases. We have filed and confirmed many complex chapter 11 cases in New York.

I was also previously affiliated with a number of investment banks in NYC and I headed the acquisition team for a major supermarket acquisition and also worked with aviation and entertainment companies.

Specialties: Bankruptcy, Taxation, mergers and acquisitions, real estate.

Volunteer Experience & Causes

Opportunities Stephen is looking for:

  • Skills-based volunteering (pro bono consulting)

Causes Stephen cares about:

  • Animal Welfare
  • Politics

Organizations Stephen supports:

  • North Shore Animal League America

Certifications

Certified Public Accountant

The University of the State of New York, License 058931
– Present

Courses

New York University School of Law

  • Corporate Taxation
  • Partnership taxation
  • Timing issues under the income tax
  • Taxation of Property Transactions
  • Estate and gift taxation
  • Bankruptcy reorgs chapter 11 process
  • Income taxation of trusts and estates
  • Taxation of compensation

Maurice A. Deane School of Law at Hofstra University

  • Individual income tax
  • Corporate tax
  • Debtor-Creditor
  • Securities regulation
  • Debtor Rehabilitation
  • Advanced Corporate Tax
  • Estate and Gift Tax
  • Federal Tax Procedure
  • Externship Honorable Dorothy Eisenberg

Hofstra University

  • Creditor Rights and business Organizatoins
  • Found of Business
  • Into to Management
  • Legal systems & environment
  • Financial Accounting-theory & Practice
  • Cost analysis & control
  • Theory- Logic & Problems
  • Adv Concepts management
  • Principles of Marketing
  • Audit theory & Practice
  • Accounting entities- Adv
  • Business communication
  • Behav. Sci in Marketing
  • Income tax Acct 1
  • Intro Corporate Finance
  • Business Policy Seminar
  • Income tax Acct 2
  • Intro Computers in Business
  • Corporate Financial policy

Projects

US Coal Acquisition

Sourced transaction and company was acquired and rolled up in similar companies resulting in very profitable company

Team members:

Kings Supermarket Aquisition

Sourced Deal. Supervised Deloitte and Touche, LLP in due diligence engagement. Prepared detailed investor projections. Meetings with equity and debt investors. Negotiated with seller's investment bank.

Team members:

Ocean Club Reorganization

Appointed to Board when building facing financial havoc since no money in bank, substantial payables and facing millions of essential renovations and possible loss of Certificate of Occupancy. Settled with sponsor and bonding company, formulated new budgets, negotiated with contractor, supervised design build engagement for parking garage coming in under budget, completed garage, balcony restoration, exterior renovation and building values increased 10 times or more during this period.

Team members:

Honors & Awards

University Honors in Taxation

Hofstra University School of Law

For highest average in Tax Law classes

Property Law Journal

Hofstra University School of Law

Journal Editor for 2 years

Provost Scholar

Hofstra University

For perfect 4.0 GPA

Deans List

Hofstra University

Deans List

Hostra University

Deans List

Hofstra University

Additional Honors & Awards

Lecturer for CLE on Taxation and Bankruptcy

Skills

  • Bankruptcy
  • Restructuring
  • Mergers & Acquisitions
  • Tax Law
  • Corporate Tax
  • Mergers
  • Tax
  • Chapter 11
  • Real Estate
  • Due Diligence
  • Chapter 7
  • Accounting
  • Courts
  • Creditors' Rights
  • Private Equity
  • Tax Returns
  • Corporate Actions
  • Venture Capital
  • Debt Restructuring
  • Chapter 13 Bankruptcy
  • Real Estate Transactions
  • Income Tax
  • Investment Properties
  • Joint Ventures
  • Legal Assistance
  • Financial Analysis
  • Legal Advice
  • Tax Advisory
  • Financial Modeling
  • Condos
  • Corporate Finance
  • Small Business
  • Start-ups
  • Management
  • Negotiation
  • CPA
  • Residential Homes
  • Gaming Industry
  • Commercial Aviation
  • Consulting
  • Investment Banking
  • Turnaround Experience
  • International Tax
  • Corporate Governance
  • Finance
  • Corporate Law
  • Business Planning
  • Hedge Funds
  • Business Valuation
  • IPO
  • See 35+  See less

Education

Maurice A. Deane School of Law at Hofstra University

JD, Law

Specialized in Bankruptcy and Taxation

Activities and Societies: Graduated with Honors in Taxation Property Law Journal

Hofstra University

BBA, Accounting, 3.85

Graduated Cum Laude

Activities and Societies: Beta Alpha Psi Beta Gamme Sigma Provost Scholar Deans List

Groups

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