Page 186 - ALMExperts 2024 Southwestern Directory

NON-MEDICAL RESUMES ALM EXPERTS: Southwestern Edition 2024

CPA, PFS, Cr.FA, CFF, CGMA
Steven Bankler, CPA, Ltd.
9901 IH-10 West, Suite 670, San Antonio, TX 78230
210-691-3133 * National 888-683-2727 * 210-691-3233 Fax
www.bankler.com

Profile
A niche firm established in 1977, performing consulting, planning, and tax and financial statement services for
closely held businesses and the following:

▪ Litigation support (both as expert witness and forensic accountant) in all areas of litigation
(including business, bankruptcy, estate, and divorce)
▪ Sophisticated tax and business planning
▪ Business negotiations
▪ Estate planning

United States Senate Employee–Hired as sole investigative accountant to provide expert tax and accounting
services to the Special Whitewater Committee, February 20 – June 17, 1996.
United States Senate–Pro bono consultant to the Banking Committee’s inquiry into Swiss banks’ involvement in
holding Holocaust victims’ assets, December 11, 1996.

Affiliations
American Institute of Certified Public Accountants
Forensic Expert Witness Association
XPX San Antonio (Exit Planners Exchange), Treasurer and Board Member
IRS Practitioner Liaison Member
IRS District Director Liaison Committee (Closed 2000; Charter Member 1987 - 2000)
Texas Society of CPAs
Member, Litigation Services Section
Past Chairman, Taxpayer Education Committee
Past Chairman, Taxpayer Public Relations Committee
San Antonio Chapter of Texas Society of CPAs
Past Chairman, Taxpayer Education Committee
Past Chairman, IRS Communication/Relations Committee
San Antonio Employee Benefit Forum - Closed (Charter Member & Founding Secretary)
IAPA International
Accreditations and Licenses
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Forensic Accountant (Cr.FA)
Certified in Financial Forensics (CFF)
NASD Series 66 License (Investment Advisor)
Chartered Global Management Accountant (CGMA)
NASD Series 7 License (General Securities License)
NASD Series 24 License (General Principal Securities License)
Texas Life and Health Insurance License

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