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Steve Siegel, JD,

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.

Workshop 4: Key Tax Planning Opportunities for Difficult Times (RMA Capstone)

2020 is presenting unique challenges and opportunities for advisers to consider important tax and estate planning issues. Despite the terrible news we see daily, 2020 also presents a “perfect storm” for planning opportunities for many of our clients. The decline of stock market values, the provisions of the 2020 CARES Act, the historic low interest rates, the changes in retirement plan distributions wrought by the 2019 SECURE Act, and the political risk of the looming 2020 election, all create an opportunity and an urgency for planning decisions. This program will address what can be done in the difficult months ahead.


Beginning December 1, 2020