Profile

Steve Lopata’s professional experience spans over 30 years.  His consulting and accounting practice, located in Highland Park, Illinois and Long Beach, California, is geared to individuals and small to mid-sized businesses, requiring various services.

Some areas in which the consulting and accounting practice is experienced include;

  • Business accounting and financial advisory services,
  • Business and individual income tax planning,
  • Individual estate planning,
  • Client representation in front of the Internal Revenue Service and various state taxing authorities,
  • Investment advisory services,
  • Business mediation,
  • Consultations involving international transactions,
  • Business start-up and organizational structuring,
  • Real estate transactions including complex like-kind exchanges.

Mr. Lopata’s professional experiences include;

  • Financial and investment manager for two Chicago family offices,
  • Independent floor trader and member of the Chicago Board of Trade,
  • Adjunct accounting instructor at Barat College,
  • Supervisor in the personal wealth management division in the Chicago office of a national CPA firm,
  • Co-founder of EA Compliance, Inc., a specialty compliance company focused in USA Patriot Act matters.

Steve Lopata is a licensed Certified Public Accountant in Illinois and California.  He is also certified as a Personal Financial Specialist, Certified Fraud Examiner, and a Certified Anti-Money Laundering Specialist.  His professional memberships include the American Institute of Certified Public Accountants, Illinois CPA Society, Association of Certified Fraud Examiners and Association of Certified Anti-Money Laundering Specialists. He has a Bachelor of Science in Business Administration from Drake University.

AICPA ICPAS CBA
 

ACFE   CPAPFSCAMS