President, The Siegel Group
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel is the author of several books, including: The Grantor Trust Answer Book; CPA’s Guide to Financial and Estate Planning, and Federal Fiduciary Income Taxation. He presently serves as an adjunct professor of law in the Graduate Tax Program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a B.S., Georgetown University, J.D., Harvard Law School, and an LL.M. in taxation, New York University.
This session will discuss how wealth advisors can engage in meaningful discussions with clients to suggest appropriate tax-influenced planning strategies. This session’s objective is to consider how tax liabilities can be avoided while achieving the important planning goals of your clients.
Thursday, May 28, 2020
9:30 – 10:30 a.m.