For over the last 39 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.