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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.
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.
