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- Steven Fromm
Steven J. Fromm
- Philadelphia, PA
- Licensed for 45 years
About Steven
For over the last 40 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 periodic tax alerts, tax articles of interest.
His blog speaks to various current tax or estate issues or planning strategies.
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.
Foreign taxation matters including streamlined submissions
Qualified like-kind exchanges, etc.
Please visit his website (www.sjfpc.com) and blog (http://frommtaxes.wordpress.com) for more details and for tax, estate and foreign taxattion articles.
Practice areas
- Probate: 36%
Estate administration, probate administration, trust administration, estate tax returns, fiduciary income tax returns, etc.
46 years, 200 cases
- Estate planning: 32%
Development of most advantageous estate plan to minimize taxes and meet clients needs. Drafting of wills, trusts, durable power of attorney, living wills, marital deduction, qualified terminable interest trusts, unified credit trusts, charitable remainder and lead trusts, irrevocable life insurance trusts, family limited partnerships, etc.
46 years, 350 cases
- Tax: 32%
Tax planning to minimize income, estate & gift taxes for corporate, individual, estate & trust clients. Corporate tax planning, including shareholder & partnership agreements, business acquisitions & dispositions, tax free mergers & reorganizations, determination of choice of entity for business operations. Real estate tax planning, like-kind exchanges. Retirement planning & retirement plan drafting. Tax representation before various taxing authorities.
46 years, 1,650 cases
Languages spoken
English
Photos and videos
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Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| PA | Active | 1977 | 05/28/2022 |
| Legal answers | 9012 |
| Legal guides | 147 |
| Award name | Grantor | Date Granted |
|---|---|---|
| Best Estate Planning Attorney 2021 – Philadelphia – the USA | Corp Today Magazine | 2021 |
| AV Preeminent 5.0 out of 5 Peer Review RatedAV Preeminent | Martindale-Hubbell® | 2021 |
| AV Preeminent 5.0 out of 5 Peer Review RatedAV Preeminent | Martindale-Hubbell® | 2020 |
| The Three Best Tax Lawyers in Philadelphia | Three Best Rated | 2020 |
| The Three Best Estate Planning Lawyers in Philadelphia | Three Best Rated | 2020 |
| AV Preeminent 5.0 out of 5 Peer Review RatedAV Preeminent | Martindale-Hubbell® | 2019 |
| The Three Best Estate Planning Lawyers in Philadelphia | Three Best Rated | 2019 |
| The Three Best Tax Lawyers in Philadelphia | Three Best Rated | 2019 |
| AV Preeminent 5.0 out of 5 Peer Review RatedAV Preeminent | Martindale-Hubbell® | 2018 |
| 2018 BEST TAX LAW FIRM IN PHILADELPHIA | PHL CHANNEL 17 IN PHILADELPHIA | 2018 |
| 19 Best Philadelphia Probate Attorneys - 2018 | Expertise | 2018 |
| The Best Tax Attorney in Philadelphia | Three Best Rated | 2018 |
| The Three Best Estate Planning Lawyers in Philadelphia | Three Best Rated | 2018 |
| Best Estate Planning Attorney 2018 - Philadelphia | Wealth & Finance International | 2018 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2017 |
| Top 100 Tax Lawyers In Pennsylvania | American Society of Legal Advocates | 2017 |
| Top Attorneys in North America | Whose Who Directories | 2017 |
| 19 Best Philadelphia Probate Attorneys | Expertise | 2017 |
| Top 100 Tax Lawyers | American Society of Legal Advocates | 2017 |
| Best Tax & Estate Law Firm - Pennsylvania | Wealth & Finance International | 2017 |
| Best Estate & Tax Attorney 2017 - Philadelphia | North American Excellence Awards 2017 | 2017 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2016 |
| Best Tax & Estate Law Firm - Pennsylvania | Wealth & Finance International | 2016 |
| 2015 Best Tax Blog | WalletHub | 2015 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2015 |
| The Global Directory of Who's Who: Top Attorneys | Who's Who Legal | 2015 |
| 2015 Boutique Practice: Estate Planning & Administration | Legal Intelligencer | 2015 |
| Best Businesses of Philadelphia Award in Estate Planning Law | Best Businesses of Philadelphia Award Program | 2015 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2014 |
| Tax Law Boutique & Practice Specific | Legal Intelligencer | 2014 |
| 5 Star Wealth Manager | Philadelphia Magazine | 2014 |
| 5 Star Wealth Manager | Philadelphia Magazine | 2013 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2013 |
| Tax Law Boutique & Practice Specific | The Legal Intelligencer | 2013 |
| Guest Appearance Discussing Year-End Tax Planning | KYW News Radio | 2013 |
| 5 Star Wealth Manager | Philadelphia Magazine | 2012 |
| Awesome Attorney | Suburban Life Magazine | 2012 |
| Preeminent 5.0 out of 5 | Martindale-Hubbell | 2012 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2011 |
| 2010 Tax Law Firm of the Year In Pennsylvania | Corporate Intl Magazine | 2011 |
| 2010 Corporate Law Firm of the Year in Pennsylvania | Corporate International Magazine | 2011 |
| Awesome Attorney | Suburban Life Magazine | 2011 |
| Readers Choice: Business Law | Suburban Life Magazine | 2011 |
| AV PREMINENT 5.0 out of 5.0 | Martindale-Hubbell | 2010 |
| 5 Star Wealth Manager | Philadelphia Magazine | 2010 |
| Awesome Attorney | Suburban Life Magazine | 2010 |
| Approved Attorney | Legal Compliance Department of Fidelity Investments | 2010 |
| Fidelity Investments Approved Attorney | Legal Compliance Department of Fidelity Investments | 2009 |
| Expert Author Status:Failing to Update Retirement Plans-How.. | Ezine Publications | 2009 |
| Expert Author for Silver Lining of a Bad Economy: Gifting.. | Ezine Publications | 2009 |
| Expert Author for Michael Jackson & Farrah Fawcett-Estate Plan.. | Ezine Publications | 2009 |
| FIVE STAR WEALTH MANAGER | Philadelphia Magazine | 2009 |
| Fidelity Investments Approved Attorney | Legal Compliance Department of Fidelity Investments | 2008 |
| Fidelity Investments Approved Attorney | Legal Compliance Department of Fidelity Investments | 2007 |
| Charles Schwab Approved Attorney | Legal Compliance Department of Charles Schwab | 2000 |
| Charles Schwab Approved Attorney | Legal Compliance Department of Charles Schwab & Company | 1999 |
| Charles Schwab Approved Attorney | Legal Compliance Department of Charles Schwab & Company | 1998 |
| Certified Public Accountant | Pennsylvania Board of Certified Public Accountants | 1983 |
| Certified Public Accountant | Pennsylvania Board of Certified Public Accountants | 1982 |
| Certified Public Accountant | Pennsylvania Board of Certified Public Accountants | 1981 |
| Title | Company name | Duration |
|---|---|---|
| Tax, Estates and Trust Attorney | Steven J. Fromm & Associates, P.C. | 1981 - Present |
| Tax Attorney & Tax Manager, CPA | Margolis & Company, PC | 1979 - 1980 |
| Tax Attorney-CPA | Touche Ross & Company | 1978 - 1979 |
| Tax Attorney-Accountant | Deloitte & Touche | 1977 - 1978 |
| Association name | Position name | Duration |
|---|---|---|
| Bisnar's Lawyer Marketing Mastermind Group | Member | 2009 - Present |
| Society of Financial Service Professionals | Member | 2009 - Present |
| Eastern Montgomery County Chamber of Commerce | Member | 2009 - Present |
| Financial Planners & Wealth Advisors | Member | 2009 - Present |
| National Network of Estate Planning Attorneys | Member | 2009 - Present |
| NYU Law Alumni Group | Member | 2009 - Present |
| Philadelphia Bar Association | Member | 2009 - Present |
| Philadelphia Networking Group | Member | 2009 - Present |
| Philadelphia Open Networkers Group | Member | 2009 - Present |
| Syracuse University Alumni Network | Member | 2009 - Present |
| Wealth Planning and Management Group | Member | 2009 - Present |
| American Association of Attorneys-CPAs Group | Member | 2009 - Present |
| Philadelphia Lawyer Referral Network Group | Member | 2009 - Present |
| CXO (CEO, COO, CKO, CFO, CMO) COMMUNITY GROUP | Member | 2009 - Present |
| Deal Flow Source Group | Member | 2009 - Present |
| Financial Planner Alliance Group | Member | 2009 - Present |
| Lawyers and Other Professionals Interested in Getting Published | Member | 2009 - Present |
| Life Insurance Group | Member | 2009 - Present |
| National Association of Tax Professionals | Members | 2009 - Present |
| Tax Professionals Group | Member | 2009 - Present |
| Trusts and Estates Network | Member | 2009 - Present |
| Wealth Management Group | Member | 2009 - Present |
| National Academy of Elder Law Attorneys | Member | 2009 - Present |
| On Startups-The Community for Entrepreneurs | Member | 2009 - Present |
| Estate Planner Legal Network | Member | 2009 - Present |
| Estate Settlement and Probate Professionals Referral Network | Member | 2009 - Present |
| Estate and Elder Law Services Network Group | Member | 2009 - Present |
| Estate Planning | Member | 2009 - Present |
| Top Recommended People Group in LinkedIn | Member | 2009 - Present |
| Center City Proprietors Association Group-Philadelphia | Member | 2009 - Present |
| Small Business Online Community | Member | 2009 - Present |
| Wealth Management Exchange | Member | 2009 - Present |
| Greater Philadelphia Chamber of Commerce | Member | 2009 - Present |
| Global Estate Planning Council Networking & Marketing Group | Member | 2009 - Present |
| Philadelphia Area- Accounting/Finance Professionals Group | Member | 2009 - Present |
| Jewish Business Network (Philadelphia) Group | Member | 2009 - Present |
| Jewish Professionals | Member | 2009 - Present |
| Lawyer Marketing/Grow Your Practice Group | Member | 2009 - Present |
| Legacy/Estate/Gift Planning and Planned Giving Professionals | Member | 2009 - Present |
| Legal Blogging | Member | 2009 - Present |
| Legal Marketing Group | Member | 2009 - Present |
| LI Live-Philly Group | Member | 2009 - Present |
| Linked Business Group | Member | 2009 - Present |
| United States Tax Court | Member | 1983 - Present |
| American Institute of Certified Public Accountants | Member | 1981 - Present |
| Publication name | Title | Date |
|---|---|---|
| Living Trust Network | Hidden Offshore Bank Accounts: IRS Offers A Second Chance To Come Forward | 2011 |
| Journal of Accountancy | Gifting Shares in a Closely Held Business | 2009 |
| Living Trust Network | Michael Jackson & Farrah Fawcett: Estate Plan Wake Up Call | 2009 |
| Ezine Articles | Michael Jackson & Farrah Fawcett - Estate Plan Wake Up Call | 2009 |
| Ezine Publication | THE SILVER LINING OF A BAD ECONOMY: GIFTING OF SHARES OF STOCK IN A CLOSELY HELD BUSINESS | 2009 |
| Fizz Law | THE SILVER LINING OF A BAD ECONOMY: GIFTING OF SHARES OF STOCK IN A CLOSELY HELD BUSINESS | 2009 |
| Exit Planning Advisor | Gifting of Shares of Stock in a Closely Held Business: The Silver Lining of a Bad Economy | 2009 |
| LivingTrust Network | Failing To Update Retirement Plans: How to Avoid IRS Plan Disqualification & Penalties by Using VCP | 2009 |
| Estate & Tax Blog | Estate & Tax Blog | 2009 |
| Ezine Articles | Failing to Update Retirement Plans - How to Avoid IRS Plan Disqualification & Penalties by Using VCP | 2009 |
| Fidelity Plus: Investment Insight | Tax Attorney Steven Fromm Quoted in Estate Planning for Blended Families | 2008 |
| School name | Degree | Graduated |
|---|---|---|
| New York University School of Law | LL.M - Master of Laws | 1977 |
| John Marshall Law School, Chicago | JD - Juris Doctor | 1976 |
| Syracuse University | BA - Bachelor of Arts | 1973 |
| Conference name | Title | Date |
|---|---|---|
| Federal Estate and Gift Taxation 2014 | Federal Estate and Gift Taxation 2014 | 2014 |
| Choice of Business Entity | Legal & Tax Implications of Various Business Entities | 2010 |
| Bucks County Association of CPA Seminar on Family Limited Partnerships | Family Limited Partnerships | N/A |
| Charles Schwab & Company: Estate Planning Seminar | Estate Planning, Wills & Trusts | N/A |
| Charles Schwab Estate Planning Points for Investment Advisors | Estate Planning Pointers For Investment Advisors | N/A |
| Touche Ross & Company Estate Planning | Estate Planning | N/A |
| Touche Ross & Company Corporate Mergers, Reorganizations, Liquidations | Corporate Mergers, Reorganizations, Liquidations | N/A |
| Margolis & Company In House Seminar | Estate Tax Planning Tips | N/A |
| Touche Ross & Company Irrevocable Life Insurance Trusts | Irrevocable Life Insurance Trusts | N/A |
| Bush, Levin & Tecosky Seminar on Estate Planning | Estate Planning | N/A |
| Margolis & Company- Shareholder Agreements Seminar | Tax Implications of Shareholder Agreements | N/A |
| Case name | Outcome |
|---|---|
| Like Kind Exchange For Client | $11,000,000 tax free Section 1031 exchange |
Mr Fromm Gave us a very insightful suggestion Regards to our complex Non Resident Alien Tax Withholding issue, Highly Recommend!
5.0 stars
Posted by anonymous
May 31, 2017
Extremely Professional
5.0 stars
Posted by Steve
August 1, 2013
Steve Fromm goes out of his way to help
5.0 stars
Posted by liz
February 1, 2013
Highly Recommended
5.0 stars
Posted by Mike D.
January 17, 2013
No wasting your time and spending your money for nothing kinda lawyer!
5.0 stars
Posted by stephen
October 1, 2012
he will be in your corner
5.0 stars
Posted by anonymous
May 11, 2012
Clear Statement of Issues Involved
5.0 stars
Posted by anonymous
May 8, 2012
Estate question
5.0 stars
Posted by anonymous
February 7, 2012
The world needs more lawyers like you..wish you were licensed in my state
5.0 stars
Posted by terry
January 22, 2012
Power of Attorney Question
5.0 stars
Posted by Elaine
September 4, 2011
Advertising
Attorney endorsements
(94)
Zachary Kline, Tax Attorney on Oct 18, 2017
Relationship: Fellow lawyer in community
Steve is a very effective tax practitioner who provides clear, practical advice based on substantial experience working with tax authorities. I highly recommend Steve in this area.
Brad Sadek, Estate planning Attorney on Nov 23, 2015
Relationship: Fellow lawyer in community
Steven is extremely well versed in his legal practice areas and makes his clients feel at ease. I consider Steven a tremendous legal resource.
Zachary Kline, Tax Attorney on Oct 18, 2017
Relationship: Fellow lawyer in community
Steve is a very effective tax practitioner who provides clear, practical advice based on substantial experience working with tax authorities. I highly recommend Steve in this area.
Brad Sadek, Estate planning Attorney on Nov 23, 2015
Relationship: Fellow lawyer in community
Steven is extremely well versed in his legal practice areas and makes his clients feel at ease. I consider Steven a tremendous legal resource.
Mark Clay, Business Attorney on Aug 21, 2015
Relationship: Fellow lawyer in community
I highly endorse Mr. Fromm. Truly exceptional and caring attorney who achieves great results in representing clients! I want all people to contact him for help.
Elie Aghabi, Corporate and incorporation Attorney on Mar 24, 2015
Relationship: Fellow lawyer in community
I endorse this lawyer.
John O'Brien, Business Attorney on Oct 2, 2014
Relationship: Fellow lawyer in community
An extremely talented and well respected attorney in the legal community, I wholeheartedly recommend him to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of his clients and getting them the most favorable result possible.
Judd Nemiro, Estate planning Attorney on Sep 19, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer. He provides his client efficient and competent services.
Hovanes Margarian, Corporate and incorporation Attorney on Jun 30, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer.
Anna Lindemann, Tax Attorney on Jun 23, 2014
Relationship: Fellow lawyer in community
Mr. Fromm is an experienced and knowledgable attorney. I highly recommend him.
Daniel Tam, Unknown Attorney on May 22, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer. It is clear by reading the answers in the AVVO community that this lawyer is a top notch attorney who is highly respected in the legal community.
Christopher Leroi, Trusts Attorney on Aug 15, 2013
Relationship: Fellow lawyer in community
Mr. Fromm is an extremely talented attorney who provides great advice. Even though I have been practicing for 24 years and I am a former judge and magistrate, I learn from him every day. I would recommend him to anyone in his area.
M. Miller, Business Attorney on May 28, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Howard Roitman, Estate planning Attorney on Feb 14, 2013
Relationship: Other
I endorse this lawyer.
Mark Campanella, Estate planning Attorney on Jan 5, 2013
Relationship: Fellow lawyer in community
Mr. Fromm is an exceptional attorney and zealous advocate to his clients. I endorse this lawyer and highly recommend his services to anyone in need of legal representation.
Kristine Karila, Business Attorney on Nov 30, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer. Mr. Fromm is an excellent attorney.
Brian Mekdsy, Estate planning Attorney on Nov 27, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer. As a new attorney and new contributor to the Avvo community, I always find Mr. Fromm's answers to posted questions to be very helpful and informative. His advice is sound and well-informed, and is always written in a sympathetic tone.
Thomas Petrelli, Tax Attorney on Nov 27, 2012
Relationship: Other
I endorse this lawyer. I have referred several clients to him for tax issues and they have liked him.
Michael Anderson, Tax Attorney on Nov 26, 2012
Relationship: Fellow lawyer in community
I read Mr. Fromm's Avvo responses on a regular basis and find him to be very knowledgeable. I endorse this lawyer.
Michael Millar, Tax Attorney on Nov 25, 2012
Relationship: Fellow lawyer in community
Mr. Fromm is a knowledgeable and experienced attorney. You would be well served by retaining his services. I endorse this lawyer.
Christopher Palmer, Unknown Attorney on Nov 21, 2012
Relationship: Fellow lawyer in community
I regularly read Mr. Fromm's answers to questions on Avvo. I find his advice to be practical and well-reasoned. I happily endorse this lawyer.
Daniel Jimenez, Estate planning Attorney on Nov 19, 2012
Relationship: Fellow lawyer in community
I have had the chance to view many of the answers that Mr. Fromm posts on Avvo. He consistently applies sound analysis and provides well reasoned out counsel. I endorse this lawyer.