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Steven J. Fromm

Steven J. Fromm

also known as Steven J. Fromm & Associates, PC

Practice areas:

Tax, Estate Planning, Probate, Trusts, Business… more 

Steven Fromm

About Me


For over the last 38 years, Mr. Fromm has been dedicated to assisting his business clients in taking care of their tax, financial, business and legal affairs. He has been involved with individual clients concerning their financial, retirement, estate and family concerns. He has assisted families deal with the legal and practical complexities of a family member's death, the related estate administration, income and estate tax implications.



For more details concerning his scope of services, professional experience and educational background, please see his website (www.sjfpc.com) or blog (http://frommtaxes.wordpress.com).  His website also provides monthy tax alerts, tax articles of interest, various financial planning tools and calculators.


His blog speaks to various current tax issues or planning strategies.


 



Specialties


Estate planning, wills, durable powers of attorney, living wills/advance medical directives; marital deduction, unified credit, special needs, irrevocable life insurance, charitable trusts; probate and estate administration; corporate and business tax planning, including structuring, forming and choice of business entities; buying and selling businesses; family limited partnerships; retirement plan administration, planning and drafting of retirement plans, qualified like-kind exchanges, etc.  Please visit his website and blog for more details.



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Photos and Videos

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Practice Areas

Licensed since 1977

  1. Tax: 25%
    39 years, 1.65 thousand cases
  2. Probate: 20%
    39 years, 200 cases
  3. Estate Planning: 20%
    39 years, 350 cases
  4. Trusts: 15%
    39 years, 250 cases
  5. Other: 20%
  6. More 

Payment

Fees:

Fixed (Sometimes)

Payment Types:

Check, Credit Card

Attorney Endorsements

91 total 

  • Michael P Pancheri

    I endorse this lawyer's work.

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    Michael Pancheri Business Attorney
    Relationship: Fellow lawyer in community

  • No photo

    I endorse this lawyer's work.

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    Nicole Gerson General Practice Attorney
    Relationship: Fellow lawyer in community

Contact Info

Steven J. Fromm & Associates, PC

Suite 300
1420 Walnut Street
Philadelphia, PA, 19102-4002

Steven J. Fromm & Associates, PC

1 Petty Circle
Fort Washington, PA, 19034

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Resume

License
StateStatusAcquiredUpdated
PAActive197704/24/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2015
2015 Best Tax BlogWalletHub2015
5 Star Wealth ManagerPhiladelphia Magazine2014
Tax Law Boutique & Practice SpecificLegal Intelligencer2014
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2014
5 Star Wealth ManagerPhiladelphia Magazine2013
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2013
Tax Law Boutique & Practice SpecificThe Legal Intelligencer2013
Guest Appearance Discussing Year-End Tax PlanningKYW News Radio2013
Preeminent 5.0 out of 5Martindale-Hubbell2012
Awesome AttorneySuburban Life Magazine2012
5 Star Wealth ManagerPhiladelphia Magazine2012
Readers Choice: Business LawSuburban Life Magazine2011
Awesome AttorneySuburban Life Magazine2011
2010 Corporate Law Firm of the Year in PennsylvaniaCorporate International Magazine2011
2010 Tax Law Firm of the Year In PennsylvaniaCorporate Intl Magazine2011
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2011
Awesome AttorneySuburban Life Magazine2010
5 Star Wealth ManagerPhiladelphia Magazine2010
Approved AttorneyLegal Compliance Department of Fidelity Investments2010
AV PREMINENT 5.0 out of 5.0Martindale-Hubbell2010
Expert Author for Silver Lining of a Bad Economy: Gifting..Ezine Publications2009
Expert Author Status:Failing to Update Retirement Plans-How..Ezine Publications2009
Fidelity Investments Approved AttorneyLegal Compliance Department of Fidelity Investments2009
Expert Author for Michael Jackson & Farrah Fawcett-Estate Plan..Ezine Publications2009
FIVE STAR WEALTH MANAGERPhiladelphia Magazine2009
Fidelity Investments Approved AttorneyLegal Compliance Department of Fidelity Investments2008
Fidelity Investments Approved AttorneyLegal Compliance Department of Fidelity Investments2007
Charles Schwab Approved AttorneyLegal Compliance Department of Charles Schwab2000
Charles Schwab Approved AttorneyLegal Compliance Department of Charles Schwab & Company1999
Charles Schwab Approved AttorneyLegal Compliance Department of Charles Schwab & Company1998
Certified Public AccountantPennsylvania Board of Certified Public Accountants1983
Certified Public AccountantPennsylvania Board of Certified Public Accountants1982
Certified Public AccountantPennsylvania Board of Certified Public Accountants1981

Work Experience
TitleCompany NameDuration
Tax, Estates and Trust AttorneySteven J. Fromm & Associates, P.C.1981 - Present
Tax Attorney & Tax Manager, CPAMargolis & Company, PC1979 - 1980
Tax Attorney-CPATouche Ross & Company1978 - 1979
Tax Attorney-AccountantDeloitte & Touche1977 - 1978

Associations
Association NamePosition NameDuration
National Academy of Elder Law AttorneysMember2009 - Present
Wealth Planning and Management GroupMember2009 - Present
Syracuse University Alumni NetworkMember2009 - Present
Philadelphia Open Networkers GroupMember2009 - Present
Philadelphia Networking GroupMember2009 - Present
Philadelphia Bar AssociationMember2009 - Present
NYU Law Alumni GroupMember2009 - Present
National Network of Estate Planning AttorneysMember2009 - Present
Financial Planners & Wealth AdvisorsMember2009 - Present
Eastern Montgomery County Chamber of CommerceMember2009 - Present
American Association of Attorneys-CPAs GroupMember2009 - Present
Bisnar's Lawyer Marketing Mastermind GroupMember2009 - Present
Wealth Management GroupMember2009 - Present
Trusts and Estates NetworkMember2009 - Present
Tax Professionals GroupMember2009 - Present
National Association of Tax ProfessionalsMembers2009 - Present
Life Insurance GroupMember2009 - Present
Lawyers and Other Professionals Interested in Getting PublishedMember2009 - Present
Financial Planner Alliance GroupMember2009 - Present
Deal Flow Source GroupMember2009 - Present
CXO (CEO, COO, CKO, CFO, CMO) COMMUNITY GROUPMember2009 - Present
Society of Financial Service ProfessionalsMember2009 - Present
Philadelphia Lawyer Referral Network GroupMember2009 - Present
On Startups-The Community for EntrepreneursMember2009 - Present
Wealth Management ExchangeMember2009 - Present
Small Business Online CommunityMember2009 - Present
Center City Proprietors Association Group-PhiladelphiaMember2009 - Present
Top Recommended People Group in LinkedInMember2009 - Present
Estate PlanningMember2009 - Present
Estate and Elder Law Services Network GroupMember2009 - Present
Estate Settlement and Probate Professionals Referral NetworkMember2009 - Present
Estate Planner Legal NetworkMember2009 - Present
Greater Philadelphia Chamber of CommerceMember2009 - Present
Global Estate Planning Council Networking & Marketing GroupMember2009 - Present
Philadelphia Area- Accounting/Finance Professionals GroupMember2009 - Present
Linked Business GroupMember2009 - Present
LI Live-Philly GroupMember2009 - Present
Legal Marketing GroupMember2009 - Present
Legal BloggingMember2009 - Present
Legacy/Estate/Gift Planning and Planned Giving ProfessionalsMember2009 - Present
Lawyer Marketing/Grow Your Practice GroupMember2009 - Present
Jewish ProfessionalsMember2009 - Present
Jewish Business Network (Philadelphia) GroupMember2009 - Present
United States Tax CourtMember1983 - Present
American Institute of Certified Public AccountantsMember1981 - Present

Legal Cases
Case NameOutcome
Like Kind Exchange For Client$11,000,000 tax free Section 1031 exchange

See all Legal Cases 

Education
School NameMajorDegreeGraduated
New York University School of LawTaxationLL.M - Master of Laws1977
John Marshall Law School, ChicagoLawJD - Juris Doctor1976
Syracuse UniversityPsychologyBA - Bachelor of Arts1973

Speaking Engagements
Conference NameTitleDate
Federal Estate and Gift Taxation 2014Federal Estate and Gift Taxation 20142014
Choice of Business EntityLegal & Tax Implications of Various Business Entities2010
Touche Ross & Company Irrevocable Life Insurance TrustsIrrevocable Life Insurance TrustsN/A
Touche Ross & Company Estate PlanningEstate PlanningN/A
Touche Ross & Company Corporate Mergers, Reorganizations, LiquidationsCorporate Mergers, Reorganizations, LiquidationsN/A
Margolis & Company- Shareholder Agreements SeminarTax Implications of Shareholder AgreementsN/A
Margolis & Company In House SeminarEstate Tax Planning TipsN/A
Charles Schwab Estate Planning Points for Investment AdvisorsEstate Planning Pointers For Investment AdvisorsN/A
Charles Schwab & Company: Estate Planning SeminarEstate Planning, Wills & TrustsN/A
Bush, Levin & Tecosky Seminar on Estate PlanningEstate PlanningN/A
Bucks County Association of CPA Seminar on Family Limited PartnershipsFamily Limited PartnershipsN/A