Steven A. Goodman

Steven A. Goodman is a Shareholder/Partner with Lynch, Cox, Gilman & Goodman, PSC. His practice concentrates in the areas of transactional matters, tax, corporate & security law, business succession planning, employee benefits (specialization in ESOPs) and estate planning. Prior to joining Lynch, Cox, Gilman & Goodman, P.S.C., Mr. Goodman was a Shareholder/Partner with the Louisville, Kentucky firm of Goldberg-Simpson, P.S.C.

A native of Lexington, Kentucky, Mr. Goodman holds a 1974 undergraduate degree from Indiana University, a 1977 Law Degree from the University of Kentucky and a 1981 Masters of Laws in Taxation from Georgetown University Law Center.

Utilizing his tax and corporate background, Mr. Goodman has extensive experience in counseling clients on transactional matters including merger and acquisitions, reorganizations, dispositions, choice of entity, liquidations and dissolutions.  A major focus of Mr. Goodman’s practice involves assisting clients in planning for their retirements and the tax efficient orderly transfer of personal estate and business interests to designated family members and business successors.  Mr. Goodman also has become known for advising clients on approved tax favored transactions including employee stock ownership plans (“ESOP’s) & captive insurance companies.

Mr. Goodman represents a number of banks, trust companies, insurance companies and other financial institutions. He also represents taxpayers before the Internal Revenue Service as well as a number of state and local government agencies in tax disputes.

Bar Admissions

Kentucky, 1977

U.S. Tax Court, 1981

Ohio, 1981

Education

Georgetown University Law Center, Washington, District of Columbia

LLM in Taxation – 1981

University of Kentucky College of Law, Lexington, Kentucky

J.D., Doctor of Jurisprudence – 1977

Indiana University, Bloomington, Indiana

B.A., Bachelor of Arts magna cum laude – 1974

Representative Clients

Mortenson Family Dental Holdings, Inc.

First Urology, P.S.C.

Biehle Electric, Inc.

American Book Company

Carrier Vibrating Equipment, Inc.

Others available on request

Professional Associations and Memberships

Kentucky Bar Association, Member, 1977 – Present

Louisville Bar Foundation, Tax Counsel, 1987 – Present

Louisville Bar Association, Member, 1977 – Present

Louisville Employee Benefits Counsel, Member, 1983 – Present

Ohio Bar Association, Member, 1981 – Present

Kentucky Tax Institute, Trustee, 1985 – Present

National Employee Stock Ownership Plan Association, 1985 – Present

Kentucky Captive Association, 2002 – Present

Deferred Compensation Practitioners, 1987 – Present

National Center for Employee Ownership, 2011- Present

Past Employment Positions

Goldberg -Simpson, P.S.C., Partner/Shareholder, 1987 – 2006

Ackerson, Blandford & Kiser, Partner, 1983 – 1987

The Mead Corporation, Tax Counsel, 1977 – 1983

Fraternities/Sororities

Alpha Epsilon Pi