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Stephen J. Slade



Professional Profile

Steve specializes in tax planning, tax consulting, and tax preparation as well as estate planning for closely held businesses and high net worth individuals. His knowledge and interpretation of tax law enables him to proactively advise clients in the construction, real estate, manufacturing and professional service firm industries.

He has a deep understanding of the construction and real estate industry and is an active board member of the Associated Builders and Contractors in New Jersey. He is also President of the Bucks County Estate Planning Council. Steve is a frequent contributor to industry publications and to the WM Daily Update where he provides his insights into breaking news as it relates to COVID-19 including the Paycheck Protection Program, PPP Forgiveness, the CARES Act or EIDL.

Education & Certifications

  • Temple University, Fox School of Business, Double Major: Accounting, Risk Management & Insurance
  • Certified Public Accountant (CPA) licensed in Pennsylvania

Professional Associations & Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Board Treasurer, New Jersey Chapter Associated Builders and Contractors (ABC)
  • President, Bucks County Estate Planning Council (BCEPC)
  • Chair, Finance Committee, Archbishop Ryan High School

Keeping You Current

Insights and news for an informed financial outlook

Stephen Slade to Speak at Bucks County Estate Planning Council Meeting

Stephen Slade, CPA, to speak at Bucks County Estate Planning Council meeting.
US Capitol Building for WM Wednesday Wisdom image

M&A Challenges with New Tax Proposals Looming

Business owners often approach their CPAs, attorneys and advisors…

SCOTUS Votes in Favor of ACA

Retroactive Tax Claims Are Voided Taxpayers who filed protective…

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