Stephen serves as Counsel to the Firm in Stoll Keenon Ogden's Louisville office and has been with the firm since 2008. He is a member of the Tax practice as well as the Business Services practice with a focus on Healthcare.
While being involved in all aspects local, state and federal tax practice, Stephen has expertise in complex tax planning, audit defense, tax controversies and has represented clients before the state revenue agencies, the IRS, and state and federal courts.
Stephen aids his clients in addressing matters concerning corporate and personal income tax, wage assessments, excise tax and property tax. Stephen has significant experience in tax-motivated transactional matters and the negotiation and implementation of tax incentives including like-kind exchanges, corporate income tax credits, property tax abatements, New Markets Tax Credit program, and Historic Rehabilitation Tax Credit programs.
From a healthcare perspective, Stephen represents a wide variety of providers in regulatory, compliance, employment and general business matters - including contract negotiations, practice sales, acquisitions, mergers and separations.
Stephen supports his clients by applying for and challenging Kentucky Certificates of Need and other licensure requirements for healthcare providers and advises clients with regard to compliance of state and federal laws including Stark Law, Anti-Kickback Statute, and False Claims Act.
Stephen is a member of the Louisville Bar Association and the Kentucky Bar Association and the American Bar.
Represented two major ophthalmology practices in the sale of their Kentucky and Indiana-based practices and associated ambulatory surgery centers to another business based in Missouri. The first $33 million transaction was structured as an asset purchase and the second $30 million transition was...
Stoll Keenon Ogden represented a major healthcare services entity, its affiliated upstream and sister companies, its owners and its founding management team in comprehensive reorganization, refinancing and acquisition transactions totaling more than $300 million. The matters resulted in the...
Presentation to Kentucky Investors and Developers, Overview of Federal Opportunity Zone
Presentation to the Kentucky Association of Manufacturers, Annual Business Briefing, Tax
Incentives for Manufacturers, 2017
Presentation to MainSource Bank, Kentucky State Tax Incentives, 2017
Tax Incentives for Manufacturers, Kentucky Association of Manufacturers Business Briefing,
Presentation to Council on State Taxation, Mid-West Regional State Tax Seminar, Special
Report: State Tax Issues Related to IRC 385 Regulations and State Tax Haven Legislation,
Presentation to Stock Yards Bank & Trust Company, Kentucky State Tax Incentives, 2016
Sales and Use Tax in Kentucky, National Business Institute, 2015