Steven J. Fromm
Steven J. Fromm & Associates, P.C.
Steven J. Fromm has been admitted to practice law in Pennsylvania since 1977. In addition to his law degree, he holds a doctorate of law degree, called an LL.M. in taxation, from the NYU Graduate Division School of Law received in 1977.
He became a C.P.A. in 1981 and is a member of the American Institute of Certified Public Accountants. From 1977 to 1981, he served as legal tax counsel for tax departments in Big 8 and regional accounting firms.
Since 1983, he has been admitted to practice tax law before the U.S. Tax Court.
Since 1981, he has practiced exclusively as an attorney and has concentrated his practice primarily in the areas of estate planning and estate administration, trust matters, including the use of marital deduction and unified credit trusts, irrevocable trusts, charitable trusts, family limited partnerships.
In addition to his estates practice, he also provides legal services involving individual, corporate and partnership tax planning, business acquisitions and sales.
His legal practice provides tax counsel and representation before the Internal Revenue Service, the Pennsylvania Department of Revenue, the City of Philadelphia, and other tax authorities. In addition, he provides income tax planning and preparation for individuals, trusts, corporations, partnerships and other business entities.
His practice also focuses on retirement planning, retirement plan drafting and administration, and charitable planning.
- New York University School of Law
- LL.M. | Taxation
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- The John Marshall Law School
- J.D. | Law
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- Syracuse University
- B.A. | Psychology
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- AV Rated Tax, Estates and Trusts Attorney
- Steven J. Fromm & Associates, P.C.
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- Tax representation before the Internal Revenue Service, the Pennsylvania Department of Revenue, the City of Philadelphia, and other tax authorities. Income tax planning and preparation for individuals, trusts, corporations, partnerships and other business entities. It is his firm's philosophy that building personal relationships with each client is the key to rendering legal services successfully. Carefully listening to them about their particular tax or business situation or their individual goals for their family as it relates to their estate plan is imperative to successfully implementing and drafting the proper legal documents. Steven J. Fromm has been and continues to be committed to providing close, personal and individualized attention to each of his clients. He takes pride in giving them the assurance that the individualized personal assistance they receive from him comes from years of legal and tax training, practical experience and the never-ending study of law.
- Tax and Estates Attorney, CPA
- Margolis & Company
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- Tax and Estates Attorney, CPA
- Touche Ross & Company
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- Tax and Estates Attorney
- Deloitte & Touche
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- Failing to Update Retirement Plans - How to Avoid IRS Plan Disqualification & Penalties by Using VCP
- Blog and Ezine Publications and Living Trust Network
- Michael Jackson and Farrah Fawcett: Estate Plan Wake Up Call
- Blog, Living Trust Network, Ezine Publications
- Silver Lining of a Bad Economy-Gifting of Shares of Stock in a Closely Held Business
- Blog, Fizz Law and Ezine Publications and The Exit Planning Advisor
- Gifting Shares In A Closely Held Business
- Journal of Accountancy
- Federal Estate and Gift Taxation, Federal Estate and Gift Taxation, Philadelphia PA
- All day lecture on estate and gift tax planning
- Family Limited Partnerships, Bucks County Association of CPA Seminar, Trevose, PA
- Bucks County Association of CPA Seminar
- Seminar exploring the tax advantages of the family limited partnerships, along with due diligence and drafting considerations.
- Legal & Tax Implications of Various Business Entities, Legal & Tax Implications of Various Business Entities, Willow Grove, PA
- Seminar discussing choice of various business entities, exploring tax and practical implications.
- Certified Public Accountant
- Commonwealth of Pennsylvania - Department of State
- AV Preeminent Peer Review Rated Attorney
- Martindale Hubbell
- This award indicates the highest possible rating in both legal ability and ethical standards. The AV Preeminent peer rating is the pinnacle of excellence earned through a strenuous peer review rating process that is managed and monitored by the world’s most trusted legal resource, Martindale Hubbell. See my profile and the “AV Preeminent” peer review rating.
- Best Estate Planning Attorney 2021 – Philadelphia – the USA.
- Wealth & Finance International
- Corp Today Magazine, selected Steven J Fromm & Associates, PC in the 2021 Wealth & Finance Awards category as the Best Estate Planning Attorney 2021 – Philadelphia – the USA. Corp Today is recognized as the Best Business Magazine in the world for enterprises.
- The Three Best Tax Lawyers in Philadelphia
- Three Best Rated
- The Three Best Estate Planning Lawyers in Philadelphia
- Three Best Rated
- AV Preeminent Peer Review Rated Attorney
- Martindale Hubbell
- Pennsylvania
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- United States Tax Court
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- Credit Cards Accepted
- Tax Law
- Business Taxes, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Tax Audits, Tax Planning
- Estate Planning
- Trusts, Wills
- Probate
- Probate Administration
- Business Law
- Business Formation, Mergers & Acquisitions
- Tax Preparation
- FOREIGN TAXATION: FBARS, STREAMLINED SUBMISSIONS, RELATED TAX PREPARATION
- English: Spoken, Written
- Q. Mom died. All her assets are in a trust. Do I (trustee) have to file her will if it has nothing to probate? Thanks.
- A: The short answer is no, if she had no assets in her name.
- Q. After 2 months of marriage my husband passed away he owned a house and cars he has three step children and there is no w
- A: So sorry to hear about this tragic event. When a person dies without a will then the laws of intestate succession apply. If he was domiciled in Washington at his death then the laws of that state will control. Normally, the wife gets a certain percentage of the estate and the children get the balance. You need to retain an estates attorney in Washington to assist you. Also, you will need to be appointed as Administratrix of his estate to control the administration of the estate. Do not give up this right because control is always recommended and sometimes essential in blended families.
- Q. I'm a single woman, no children, all my siblings live out of state. Should I appoint a Florida lawyer as a trustee/exec
- A: Mr Gunthert offers sound advice. If you have trust in your brother, that should be the major and overriding consideration as to who should serve. You really do not know who to trust these days so your brother sounds like a great choice.
Steven J Fromm & Associates, PC