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Steve Siegel

President, The Siegel Group

Steve 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. Steve 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.

Key Tax and Estate Planning Strategies


Steve will address the important and hot topics for tax and estate planning in 2020. He will cover the latest in the legislation, court decisions, and IRS rulings that emerge in late 2019 and in 2020. Also, Steve will have an in-depth discussion of the key planning issues that most clients must consider as they look forward to their future. He will explore in greater depth areas of income tax planning and entity choice, as well as highlighting estate planning concerns.

Monday, October 19, 2020 

12:30 - 1:20 p.m. EST