About Steve Wolterman
Steve has over 15 years of professional experience in advising individuals and businesses on matters including tax and real estate law, 1031 tax-deferred exchanges, estate planning, and corporate transactions. An entrepreneur at heart, Steve started his own firm in 2008, and has achieved great success in maintaining a specific vision for his practice.
Located in Loveland, a historical suburb of Cincinnati, 1031 Federal Exchange provides sophisticated services for clients nationwide. Steve is local to Cincinnati and attended St. Xavier High School. He earned his B.S. in Finance from Clemson University before returning to Cincinnati to earn his J.D. from the University of Cincinnati College of Law. Steve is dedicated to staying on the forefront of 1031 exchange laws, developments, and strategies, and is well-regarded in his professional management of complex 1031 exchanges.
Steve’s experience building his own firm and ancillary businesses gives him a unique connection with his clients that extends beyond his vast knowledge of business, tax, and transactional matters. A large part of Steve’s practice is planning and facilitating all types of 1031 exchanges across the country. He values the trusted relationships he builds with his clients and is grateful for the opportunity to meet many wonderful individuals and families in the community by offering estate planning and many other services.