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Steve Milner

Stephen P. Milner

Partner, CPA, JD, CIRA · +1 (949) 222 2999
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Steve is responsible for managing the operations and business strategies in the Western Region. He has more than 30 years of public accounting experience with a focus on providing tax, forensic and bankruptcy services to clients.

  • Specializes as a consultant on issues including business and financial analysis, workouts, acquisitions, divestures, management policy and procedures for operating and investment entities, and  
  • Extensive strategic and operational planning 
  • Prior to joining Baker Tilly, Steve successfully founded and grew Squar Milner LLP into a Top 40 accounting firm in the United States 
  • Previously served as vice president and corporate controller for one of the nation’s largest developers and property managers 
  • FINRA Series 7 and 66 license holder 
  • American Institute of Certified Public Accountants (AICPA) 
  • California Society of Certified Public Accountants (CalCPA) 
  • Orange County Bar Association 
  • California Bankruptcy Forum 
  • Association of Insolvency Accountants 
  • California State Bar 

Thought leadership 

  • Lecturer at the University of California, Irvine and Chapman University (Orange, California) 
  • Authored and published several articles including: 
    -“Chapter 11 Real Estate Cram-Down Plans: The Legacy of Till” California Bankruptcy Journal (May 2010) 
    -“Tyranny of the masses is rising” Orange County Register (March 2009) 
    -“Cram-Down Interest Rates: The Quest Continues” California Bankruptcy Journal (February 2009) 
    -“Tax Plans, Job Creation” Orange County Business Journal (September 2008) 

Location

California

Education

Master of Law in taxation 
George Washington University (Washington D.C.) 

 

Juris Doctor 
Pepperdine University (Malibu, California) 

 

Bachelor of Arts in English 
University of California, Los Angeles  

 

Institut Superieur des Sciences Economique et Commerciales (Paris, France) 

Expertise

Disclosure

FINRA Broker Check

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are wholly owned subsidiaries of Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC