Back to Investments and Wealth Forum - Fort Lauderdale

Steve Siegel JD, LLM

President, The Siegel Group

Masterclass 3:Tax Planning for High-Net-Worth Individuals

2021 is providing special tax planning challenges for high-net-worth individuals. With multiple proposed law changes aimed at increasing taxes on high-net-worth individuals, what do we advise our clients? What is likely to become law? What can be done before the end of 2021 to take advantage of current law and avoid what may be far less advantageous laws? This session will highlight planning opportunities and pitfalls facing high net worth individuals in light of the 2021 challenges.


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, The Adviser’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 BS from Georgetown University, a JD from Harvard Law School, and an LLM. in taxation from New York University.