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Steven J. Fromm
also known as Steven J. Fromm & Associates, PC
About Steven
Biography
For over the last 47 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 () or blog (). His website also provides periodic tax alerts, tax articles of interest.
His blog speaks to various current tax or estate 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.
Foreign taxation matters including streamlined submissions
Qualified like-kind exchanges, etc.
Please visit his website () and blog () for more details and for tax, estate and foreign taxattion articles.
Practice Areas
3
Practice Areas
Probate
36%
50 years | 200 cases
Estate Planning
32%
50 years | 350 cases
Tax
32%
50 years | 1,650 cases
Fees and Rates
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Chat withLicenses
Licensed in Pennsylvania for 48 years
State: Pennsylvania
Acquired: 1977
No misconduct found
Location
Steven J. Fromm & Associates, PC
1420 Walnut Street, Suite 300, Philadelphia, PA, 19102-4002
Steven J Fromm & Associates, PC
1 Petty Circle, Fort Washington, PA, 19034
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Steven J. Fromm's Reviews
Showing 1 - 5 of 27 client reviews from Avvo
Posted by anonymous | May 31, 2017 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
Mr Fromm Gave us a very insightful suggestion Regards to our complex Non Resident Alien Tax Withholding issue, Highly Recommend!
We found ourselves in a very tight spot regards to a Non Resident Alien Tax Withholding issue, I was fortunate enough to come across Mr.Fromm's contact info, and was able to reach him in a timely manner, First of all, I am happy to realize he pays 100 percent attention and listens to your issue, and ...
Posted by Steve | August 1, 2013
Extremely Professional
Mr. Fromm took the time to answer various complex questions regarding formation of a corporate structure and questions regarding estate planning. I highly recommend him equally for his professionalism, expertise and politeness. He listened carefully and did not rush me or brush off my questions. I wo...
Posted by liz | February 1, 2013
Steve Fromm goes out of his way to help
I had a big problem trying to protect assets of my mothers Will after she passed away. Steve took the time to talk to me . He was very knowledgeable and showed a great deal of compassion and understanding. I only wish I would have found him a year earlier .He could have avoided alot of anxiety and lo...
Posted by Mike D. | January 17, 2013
Highly Recommended
I am very grateful for the top notch assistance I received from Attorney Steven J. Fromm in understanding a business tax issue I have with the City of Philadelphia. He is professional, straightforward and very knowledgeable. Using the information and advice he provided, I was able to make an informe...
Posted by stephen | October 1, 2012
No wasting your time and spending your money for nothing kinda lawyer!
Mr Framm help me by giving me honest strait, answers which i am greatfull because he did not waste my time. thank you sir. a gentleman you are.
Steven J. Fromm's Lawyer Endorsements
"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."
"Steven is extremely well versed in his legal practice areas and makes his clients feel at ease. I consider Steven a tremendous legal resource."
"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."
"I endorse this lawyer."
"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."
"I endorse this lawyer. He provides his client efficient and competent services."
Hovanes Margarian
Corporate and incorporation lawyer | Jun 30
Relationship: Fellow lawyer in community
"I endorse this lawyer."
"Mr. Fromm is an experienced and knowledgable attorney. I highly recommend him."
"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."
"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."
"I endorse this lawyer."
"I endorse this lawyer."
"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."
"I endorse this lawyer. Mr. Fromm is an excellent attorney."
"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."
"I endorse this lawyer. I have referred several clients to him for tax issues and they have liked him."
"I read Mr. Fromm's Avvo responses on a regular basis and find him to be very knowledgeable. I endorse this lawyer."
"Mr. Fromm is a knowledgeable and experienced attorney. You would be well served by retaining his services. I endorse this lawyer."
"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."
"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."
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Experience
Honors
2023
13 Best Tax Attorneys in Philadelphia 2023, Expertise
2023
TOP 10 PHILADELPHIA PROBATE LAWYER, Trust Analytical
2023
The Three Best Tax Lawyers in Philadelphia, Three Best Rated
2023
AV Preeminent 5.0 out of 5 Peer Review RatedAV Preeminent, Martindale-Hubbell®
2023
The Three Best Estate Planning Lawyers in Philadelphia, Three Best Rated
2023
5 Best Estate Planning Attorneys in Philadelphia, PA, KEV'S BEST
2022
AV Preeminent 5.0 out of 5 Peer Review RatedAV Preeminent, Martindale-Hubbell®
2022
The Three Best Tax Lawyers in Philadelphia, Three Best Rated
2022
The Three Best Estate Planning Lawyers in Philadelphia, Three Best Rated
2022
5 Best Estate Planning Attorneys in Philadelphia, PA, KEV'S BEST
2021
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
5 Best Estate Planning Attorneys in Philadelphia, PA, KEV'S BEST
2021
The Three Best Estate Planning Lawyers in Philadelphia, Three Best Rated
2021
The Three Best Tax Lawyers in Philadelphia, Three Best Rated
2020
The Three Best Estate Planning Lawyers in Philadelphia, Three Best Rated
2020
The Three Best Tax 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
AV Preeminent 5.0 out of 5 Peer Review RatedAV Preeminent, Martindale-Hubbell®
2019
The Three Best Tax Lawyers in Philadelphia, Three Best Rated
2018
19 Best Philadelphia Probate Attorneys - 2018, Expertise
2018
The Best Tax Attorney in Philadelphia, Three Best Rated
2018
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
The Three Best Estate Planning Lawyers in Philadelphia, Three Best Rated
2018
Best Estate Planning Attorney 2018 - Philadelphia, Wealth & Finance International
2017
Wealth & Money Management Awards 2017, WEALTH AND FINANCE INTERNATIONAL
2017
19 Best Philadelphia Probate Attorneys, Expertise
2017
Top Attorneys in North America, Whose Who Directories
2017
Top 100 Tax Lawyers In Pennsylvania, American Society of Legal Advocates
2017
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
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
2016
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2016
Best Tax & Estate Law Firm - Pennsylvania, Wealth & Finance International
2015
Best Businesses of Philadelphia Award in Estate Planning Law, Best Businesses of Philadelphia Award Program
2015
2015 Boutique Practice: Estate Planning & Administration, Legal Intelligencer
2015
The Global Directory of Who's Who: Top Attorneys, Who's Who Legal
2015
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2015
2015 Best Tax Blog, WalletHub
2014
5 Star Wealth Manager, Philadelphia Magazine
2014
Tax Law Boutique & Practice Specific, Legal Intelligencer
2014
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2013
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2013
5 Star Wealth Manager, Philadelphia Magazine
2013
Tax Law Boutique & Practice Specific, The Legal Intelligencer
2013
Guest Appearance Discussing Year-End Tax Planning, KYW News Radio
2012
Preeminent 5.0 out of 5, Martindale-Hubbell
2012
Awesome Attorney, Suburban Life Magazine
2012
5 Star Wealth Manager, Philadelphia Magazine
2011
Readers Choice: Business Law, Suburban Life Magazine
2011
Awesome Attorney, Suburban Life Magazine
2011
2010 Corporate Law Firm of the Year in Pennsylvania, Corporate International Magazine
2011
2010 Tax Law Firm of the Year In Pennsylvania, Corporate Intl Magazine
2011
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2010
Approved Attorney, Legal Compliance Department of Fidelity Investments
2010
AV PREMINENT 5.0 out of 5.0, Martindale-Hubbell
2010
5 Star Wealth Manager, Philadelphia Magazine
2010
Awesome Attorney, Suburban Life Magazine
2009
FIVE STAR WEALTH MANAGER, Philadelphia Magazine
2009
Expert Author for Michael Jackson & Farrah Fawcett-Estate Plan.., Ezine Publications
2009
Expert Author for Silver Lining of a Bad Economy: Gifting.., Ezine Publications
2009
Expert Author Status:Failing to Update Retirement Plans-How.., Ezine Publications
2009
Fidelity Investments Approved Attorney, Legal Compliance Department of Fidelity Investments
2008
Fidelity Investments Approved Attorney, Legal Compliance Department of Fidelity Investments
2007
Fidelity Investments Approved Attorney, Legal Compliance Department of Fidelity Investments
2000
Charles Schwab Approved Attorney, Legal Compliance Department of Charles Schwab
1999
Charles Schwab Approved Attorney, Legal Compliance Department of Charles Schwab & Company
1998
Charles Schwab Approved Attorney, Legal Compliance Department of Charles Schwab & Company
1983
Certified Public Accountant, Pennsylvania Board of Certified Public Accountants
1982
Certified Public Accountant, Pennsylvania Board of Certified Public Accountants
1981
Certified Public Accountant, Pennsylvania Board of Certified Public Accountants
Work Experience
1981 - Present
Tax, Estates and Trust Attorney, Steven J. Fromm & Associates, P.C.
1979 - 1980
Tax Attorney & Tax Manager, CPA, Margolis & Company, PC
1978 - 1979
Tax Attorney-CPA, Touche Ross & Company
1977 - 1978
Tax Attorney-Accountant, Deloitte & Touche
Associations
2009 - Present
Bisnar's Lawyer Marketing Mastermind GroupMember
2009 - Present
Society of Financial Service ProfessionalsMember
2009 - Present
Eastern Montgomery County Chamber of CommerceMember
2009 - Present
Financial Planners & Wealth AdvisorsMember
2009 - Present
National Network of Estate Planning AttorneysMember
2009 - Present
NYU Law Alumni GroupMember
2009 - Present
Philadelphia Bar AssociationMember
2009 - Present
Philadelphia Networking GroupMember
2009 - Present
Philadelphia Open Networkers GroupMember
2009 - Present
Syracuse University Alumni NetworkMember
2009 - Present
Wealth Planning and Management GroupMember
2009 - Present
American Association of Attorneys-CPAs GroupMember
2009 - Present
Philadelphia Lawyer Referral Network GroupMember
2009 - Present
CXO (CEO, COO, CKO, CFO, CMO) COMMUNITY GROUPMember
2009 - Present
Deal Flow Source GroupMember
2009 - Present
Financial Planner Alliance GroupMember
2009 - Present
Lawyers and Other Professionals Interested in Getting PublishedMember
2009 - Present
Life Insurance GroupMember
2009 - Present
National Association of Tax ProfessionalsMembers
2009 - Present
Tax Professionals GroupMember
2009 - Present
Trusts and Estates NetworkMember
2009 - Present
Wealth Management GroupMember
2009 - Present
National Academy of Elder Law AttorneysMember
2009 - Present
On Startups-The Community for EntrepreneursMember
2009 - Present
Estate Planner Legal NetworkMember
2009 - Present
Estate Settlement and Probate Professionals Referral NetworkMember
2009 - Present
Estate and Elder Law Services Network GroupMember
2009 - Present
Estate PlanningMember
2009 - Present
Top Recommended People Group in LinkedInMember
2009 - Present
Center City Proprietors Association Group-PhiladelphiaMember
2009 - Present
Small Business Online CommunityMember
2009 - Present
Wealth Management ExchangeMember
2009 - Present
Greater Philadelphia Chamber of CommerceMember
2009 - Present
Global Estate Planning Council Networking & Marketing GroupMember
2009 - Present
Philadelphia Area- Accounting/Finance Professionals GroupMember
2009 - Present
Jewish Business Network (Philadelphia) GroupMember
2009 - Present
Jewish ProfessionalsMember
2009 - Present
Lawyer Marketing/Grow Your Practice GroupMember
2009 - Present
Legacy/Estate/Gift Planning and Planned Giving ProfessionalsMember
2009 - Present
Legal BloggingMember
2009 - Present
Legal Marketing GroupMember
2009 - Present
LI Live-Philly GroupMember
2009 - Present
Linked Business GroupMember
1983 - Present
United States Tax CourtMember
1981 - Present
American Institute of Certified Public AccountantsMember
Sample of Legal Cases
Like Kind Exchange For Client
$11,000,000 tax free Section 1031 exchange
Education
1977
New York University School of Law
LL.M - Master of Laws
1976
John Marshall Law School, Chicago
JD - Juris Doctor
1973
Syracuse University
BA - Bachelor of Arts
Speaking Engagements
2014
Federal Estate and Gift Taxation 2014
Federal Estate and Gift Taxation 2014
2010
Choice of Business Entity
Legal & Tax Implications of Various Business Entities
N/A
Touche Ross & Company Irrevocable Life Insurance Trusts
Irrevocable Life Insurance Trusts
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- Shareholder Agreements Seminar
Tax Implications of Shareholder Agreements
N/A
Margolis & Company In House Seminar
Estate Tax Planning Tips
N/A
Charles Schwab Estate Planning Points for Investment Advisors
Estate Planning Pointers For Investment Advisors
N/A
Charles Schwab & Company: Estate Planning Seminar
Estate Planning, Wills & Trusts
N/A
Bush, Levin & Tecosky Seminar on Estate Planning
Estate Planning
N/A
Bucks County Association of CPA Seminar on Family Limited Partnerships
Family Limited Partnerships
Publications
2011
Living Trust Network
Hidden Offshore Bank Accounts: IRS Offers A Second Chance To Come Forward
2009
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
2009
2009
2009
2009
2009
Estate & Tax Blog
Estate & Tax Blog
2008
Fidelity Plus: Investment Insight
Tax Attorney Steven Fromm Quoted in Estate Planning for Blended Families
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Is it normal for lawyer/title agent to hold back inheritance but never pay the state the money?
18 Jul 2024
Q&A
Activating Durable Health Care Power of Attorney?
18 Nov 2020
Q&A
In order to cash my Mother's IRA of $5300, they are requiring a short certificate and an EIN?
16 Nov 2020
Legal Guides
Legal Guide
Pennslyvania Inheritance Tax: The Basics
02 Oct 2011
Legal Guide
How Do You Amend Your Federal Income Tax Return
03 Aug 2011
Legal Guide
More Relief For Innocent Spouses: IRS Now Limits Two Year Rule
27 Jul 2011