Back to ACE Academy 2022 - Nashville

Steve Siegel, JD, LLM

President, The Siegel Group

Critical Estate Tax Law Planning Conversations for Your Most Important Clients


Always a top-rated Certified Private Wealth Advisor® (CPWA) Certification program presenter, Steve Siegel shares key tax strategies, techniques and tactics that every high-net-worth client expects their advisor to know.

  • Help Clients take advantage of the portability of their transfer tax exclusion.
  • Learn tips to address the political risk of current generous limits being reduced sooner than the planned 2026 sunset.
  • Planning ideas for gifting to preserve maximum exclusions for married couples, even if the law changes.
  • Start tax-basis planning now to reduce capital gains to prepare for the potential provision updates.
  • Bonus: Advisor-friendly business succession planning methods for tax-efficient sales.


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. 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. from Georgetown University, a J.D. from Harvard Law School and an LL.M. in taxation from New York University.