Steven M. Packer has over 30 years of experience in accounting and auditing, federal, state and local income taxation, and human capital management. He devotes his practice to tax and accounting compliance and review, litigation consulting, human capital management and business development activities. Prior to joining the Tax Accounting Group, he was a manager with both a large regional and international CPA firm, and served as chief financial officer for an international retail and distribution company.
Mr. Packer is a past president of the Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA), the largest chapter of one of the oldest and largest state CPA societies in the country, has co-chaired the Chapter Member Services Committee, and is a member of the Chapter Past Presidents Committee. He is a member of the PICPA, and has served on the State Nominations and Membership Committees. He has previously chaired the Chapter Committee on Relations with Colleges and Universities, Past Presidents and Nominations Committees. In 2008, he was presented with the Chapter Champion Award, an annual award presented to a member of the Greater Philadelphia Chapter of the PICPA who exemplifies the highest qualities of leadership through distinguished participation, contributions and commitment to the Institute, CPA profession, and community.
He is a published author and contributing author to the Tax Accounting Group's Client Alerts and other tax and financial publications designed specifically for our clients, and speaks regularly before various professional groups. He is a certified public accountant and a member of the American Institute of Certified Public Accountants (AICPA) where he serves on the Member Advisory Panel, comprised of a select group of leaders of the CPA profession nationwide. He graduated from Philadelphia University with a Bachelor of Science degree in Accounting.
Co-author, "How to Mitigate the Federal, State and Local Tax Deduction Limitation Under the New Law," Duane Morris Alert, June 5, 2018
Co-author, "Still Worried About the Equifax Breach? So Are 145 Million Others," Duane Morris Alert, October 19, 2017
- Quoted, "How Long Do You Have to Keep Tax Records?" AARP, April 14, 2022
- Quoted, "If Your Tax Bill is Higher Than You Can Afford, What Should You Do?" opploans, March 18, 2019
- Mentioned in "Fantasy Sports Players Can't Forget About Uncle Sam," CBS News, October 28, 2015
Selected Speaking Engagements
- Speaker, "CARES Act Webinar: Latest Developments and Insights," Duane Morris Institute (DMi), Webinar, April 3, 2020