Stephen M. Berman

Managing Partner

Stephen Berman is the founder and Managing Partner of Stephen M. Berman and Associates LLC. which evolved into Berman & Rusenko in 2022. With 50 years of experience, Berman is a recognized expert and authority in tax strategy including income tax, estate tax, charitable gift planning and business related matters. Berman’s greatest asset is his creative approach to solving complex tax matters for high net worth individuals, corporate executives, families, LLCs, partnerships, trusts, and estates – approaching each client’s unique needs with personalized attention and superior service.

Berman currently holds several leadership positions with professional and community organizations, currently serving as President for the William Breman Jewish Home Foundation and Vice-President of the American Jewish Committee – Atlanta chapter and Temple Sinai. He also holds the role of Trustee for the Piedmont Hospital Foundation. Berman is an active member in the American Institute of Certified Public Accountants and Georgia Society of CPA’s. Past leadership roles include President of the Atlanta Estate Planning Council, President of the Atlanta Tax Forum, President of the William Breman Jewish Home, President of Friends of Glasgow University, and the Chair of the Jewish Federation of Greater Atlanta Endowment Fund. Prior to starting his own firm, Berman practiced as a tax professional at Laventhol & Horwath and Arthur Andersen & Co. Berman received both his Masters in Business (Summa Cum Laude) and Bachelor of Arts (Magna Cum Laude) from Tulane University. He received his CPA license in 1974.