Steve Lopata’s professional experience spans over 40 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 the Lake Forest campus of DePaul University, FKA 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.