Steven E. Zumbach
Steve Zumbach specializes in corporate transactional practice focusing on mergers, acquisitions and financing transactions for closely held companies. He also practices in the area of estate planning with a primary emphasis on coordinating the estate plan with planning for the closely held business. As part of this estate planning practice, he has extensive experience advising nonprofit organizations with their charitable giving.
Mr. Zumbach is a Certified Public Accountant and holds a Ph.D. in Economics with emphasis on finance. Based on his background in law, economics and accounting, he brings an interdisciplinary approach to the corporate transactional practice and estate planning practice.
Mr. Zumbach was an Adjunct Professor at Drake University Law School, a member of the American College of Trust and Estate Counsel, a tax author and advisor for the Bureau of National Affairs Tax Management and is a frequent speaker and writer on the matters related to corporate and tax law.
Publications and Presentations
BNA Portfolio 833, Special Use Valuation, "Divorce, Corporate Style," The Practical Accountant (1984)
Honors and Accomplishments
Inducted: Iowa Business Hall of Fame
Iowa Certified Public Accountants Public Service Award (2009)
Volunteer Fund Raiser of the Year (2009)
Recognized by Chambers and Partners for his "Category 1" Corporate/M&A - Star Individual
Worth Magazine Top 100 Lawyers
AV® Peer Review Rating by Martindale-Hubbell
Listed in The Best Lawyers in America® in the areas of Corporate Law, Trusts and Estates, Non-Profit/Charities Law and Mergers & Acquisitions Law
The World Food Prize Iowa Founders Award (2006)
Business Record - Business Leader of the Year (2006)
Governor's Award for Outstanding Service as an Iowan
Recognized 150 Iowans Who Made a Difference
Excellence in Economic Development Award awarded by the American Economic Development Council (1993)
Community & Professional Activities
The American College Trust and Estate Counsel (Fellow)
Iowa Society of Certified Public Accountants (Member)
United Way Campaign Chair (2010)
Bravo Chair (2005)
Vintage Mutual Funds (Chairman of the Board)
Greater Des Moines Partnership (Chair, 2003)
Greater Des Moines Committee (Chair, 2000)
Greater Des Moines Chamber of Commerce Federation (Chair, 1993)
Iowa State University Partnership for Prominence Capital Campaign (Deputy National Chair, 1993)
Des Moines Estate Planning Council (President, 1990)
Iowa State University Alumni Association (President, 1986-1987)
Iowa State Board of Regents (Member, 1973-1977)
National Planning Board for the White House Conference on Aging (Member, 1970-1972)
| Direct |
515-283-4625 |
| Office |
515-243-7100 |
| Fax |
515-558-0625 |
| |
| Address |
666 Walnut Street Suite 2000 Des Moines, IA 50309
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| |
| Asst. |
Deb Foley |
| Phone |
515-283-4661 |
EDUCATION
Legal: University of Iowa, J.D., 1975 (Order of the Coif)
Graduate: Iowa State University, Ph.D. in Economics, 1980
Undergraduate: Iowa State University, B.S. 1973; C.P.A.
PRACTICE AREAS
ADMITTED TO PRACTICE
States:
Federal Courts:
- U.S. District Court, Northern District of Iowa
- U.S. District Court, Southern District of Iowa
- U.S. Tax Court
- U.S. Court of Appeals, Eighth Circuit
- U.S. Supreme Court