CPA/PFS, CFP

"St. Louis, MO Stephen Brooks is a tax partner with ROI Business Services, LLC in St. Louis, MO with 16 years of public accounting experience. His expertise includes: complex consulting and compliance for individual, trusts and estates as well as flow-through entities and closely-held businesses. Stephen also provides business planning, wealth management, and succession planning to his clients. Stephen has been an instructor for the AICPA since 2013 and has authored several courses for the AICPA. These courses include: Advanced Estate Planning Strategies, Estate Planning Essentials: Tax Relief for Your Clients, Form 1041: Income Taxation of Estates and Trusts, Estate & Trust Primer, Advanced Estate & Trust Taxation, and Estates and Trusts: Mastering Complex Income Tax Issues. Prior to authoring courses, he was a technical reviewer for a variety of AICPA courses. Stephen is a co-founder and board member of the non-profit organization, The St. Louis Suit Project. This organization assists individuals in improving themselves both externally and internally. The organization provides tailored suits and soft-skill training to adults to aid in their search for employment and/or to attend college. Stephen also assisted in the creation and is currently the treasurer of the non-profit organization, Us Against Cancer. This organization provides funding to individuals diagnosed with cancer so that they can receive the required treatment. Stephen is a member of the American Institute of Certified Public Accountants and the Missouri CPA Society. He graduated from Indiana University at Bloomington with a major in Accounting and Finance and minor in Psychology. He also holds a M.S. in Taxation from the University of Illinois Urbana-Champaign. Prior to his married life with his children, Stephen enjoyed competing in many endurance races such as marathons, triathlons, and ultra-marathons."

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