Steven J. Fromm
Steven J. Fromm & Associates, P.C.
- Biography
Steven J. Fromm has been admitted to practice law in Pennsylvania since 1977. In addition to his law degree, he holds a doctorate of law degree, called an LL.M. in taxation, from the NYU Graduate Division School of Law received in 1977.
He became a C.P.A. in 1981 and is a member of the American Institute of Certified Public Accountants. From 1977 to 1981, he served as legal tax counsel for tax departments in Big 8 and regional accounting firms.
Since 1983, he has been admitted to practice tax law before the U.S. Tax Court.
Since 1981, he has practiced exclusively as an attorney and has concentrated his practice primarily in the areas of estate planning and estate administration, trust matters, including the use of marital deduction and unified credit trusts, irrevocable trusts, charitable trusts, family limited partnerships.
In addition to his estates practice, he also provides legal services involving individual, corporate and partnership tax planning, business acquisitions and sales.
His legal practice provides tax counsel and representation before the Internal Revenue Service, the Pennsylvania Department of Revenue, the City of Philadelphia, and other tax authorities. In addition, he provides income tax planning and preparation for individuals, trusts, corporations, partnerships and other business entities.
His practice also focuses on retirement planning, retirement plan drafting and administration, and charitable planning.
- Practice Areas
- Tax Law
- Business Taxes, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Tax Audits, Tax Planning
- Estate Planning
- Trusts, Wills
- Probate
- Probate Administration
- Business Law
- Business Formation, Mergers & Acquisitions
- Video Conferencing
- Fees
- Credit Cards Accepted
- Jurisdictions Admitted to Practice
- Pennsylvania
- Since 1977
-
- Languages
- English:
Spoken, Written
- Professional Experience
- AV Rated Tax, Estates and Trusts Attorney
- Steven J. Fromm & Associates, P.C.
-
1981 –
Current
- Tax representation before the Internal Revenue Service, the Pennsylvania Department of Revenue, the City of Philadelphia, and other tax authorities. Income tax planning and preparation for individuals, trusts, corporations, partnerships and other business entities. It is his firm’s philosophy that building personal relationships with each client is the key to rendering legal services successfully. Carefully listening to them about their particular tax or business situation or their individual goals for their family as it relates to their estate plan is imperative to successfully implementing and drafting the proper legal documents. Steven J. Fromm has been and continues to be committed to providing close, personal and individualized attention to each of his clients. He takes pride in giving them the assurance that the individualized personal assistance they receive from him comes from years of legal and tax training, practical experience and the never-ending study of law.
- Tax and Estates Attorney, CPA
- Margolis & Company
-
1979 –
1981
- Tax and Estates Attorney, CPA
- Touche Ross & Company
-
1978 –
1979
- Tax and Estates Attorney
- Deloitte & Touche
-
1977 –
1978
- Education
- New York University School of Law
- LL.M. | Taxation
-
1977
-
- The John Marshall Law School
- J.D. | Law
-
1976
-
- Syracuse University
- B.A. | Psychology
-
1973
-
- Awards
- AV Preeminent Peer Review Rated Attorney
- Martindale Hubbell
- 2021
- This award indicates the highest possible rating in both legal ability and ethical standards. The AV Preeminent peer rating is the pinnacle of excellence earned through a strenuous peer review rating process that is managed and monitored by the world’s most trusted legal resource, Martindale Hubbell. See my profile and the “AV Preeminent” peer review rating.
- Best Estate Planning Attorney 2021 – Philadelphia – the USA.
- Wealth & Finance International
- 2021
- Corp Today Magazine, selected Steven J Fromm & Associates, PC in the 2021 Wealth & Finance Awards category as the Best Estate Planning Attorney 2021 – Philadelphia – the USA. Corp Today is recognized as the Best Business Magazine in the world for enterprises.
- The Three Best Tax Lawyers in Philadelphia
- Three Best Rated
- 2020
- The Three Best Estate Planning Lawyers in Philadelphia
- Three Best Rated
- 2020
- AV Preeminent Peer Review Rated Attorney
- Martindale Hubbell
- 2020
- The Three Best Tax Lawyers in Philadelphia
- Three Best Rated
- 2019
- The Three Best Estate Planning Lawyers in Philadelphia
- Three Best Rated
- 2019
- AV Rated Attorney
- Martindale Hubbell
- 2019
- AV Rated Attorney
- Martindale Hubbell
- 2018
- Best Estate Planning Attorney 2018 – Philadelphia
- Wealth & Finance International
- 2018
- 2018 BEST TAX LAW FIRM IN PHILADELPHIA
- PHL CHANNEL 17 IN PHILADELPHIA
- 2018
- AV Rated Attorney
- Martindale Hubbell
- 2017
- Best Estate & Tax Attorney 2017 – Philadelphia
- North American Excellence Awards 2017
- 2017
- AV Rated Attorney
- Martindale Hubbell
- 2016
- AV Rated Attorney
- Martindale Hubbell
- 2015
- AV Rated Attorney
- Martindale Hubbell
- 2014
- 5 Star Wealth Manager
- Crescendo Publications/Philadelphia Magazine
- 2013
- AV Rated Attorney
- Martindale Hubbell
- 2013
- AV Rated Attorney
- Martindale Hubbel
- 2012
- 2011 Awesome Attorney
- Suburban Life Magazine
- 2011
- Mr. Fromm was cited in the November 2011 issue of Suburban Life Magazine as part of a group of lawyers named as 2011 Awesome Attorneys. Suburban life conducted a readers poll and partnered with Avvo, Inc., a Seattle based company that rates and profiles attorneys nationwide, to spotlight the region’s top attorneys. He was the featured tax attorney one of five attorneys named in the tax attorney category. He was also named as one of seven attorneys named in the Business Law category of Attorney-Readers’ Choice award.
- AV Rated Attorney
- Martindale Hubbell
- 2011
- AV Rated Attorney
- Martindale Hubbell
- 2010
- 2010 Awesome Attorney
- Suburban Life Magazine
- 2010
- Mr. Fromm was cited in the November 2010 issue of Suburban Life Magazine as part of a group of lawyers named as 2010 Awesome Attorneys. Suburban life conducted a readers poll and partnered with Avvo, Inc., a Seattle based company that rates and profiles attorneys nationwide, to spotlight the region’s top attorneys. He was one of nine attorneys named in the estate planning law category.
- 5 Star Wealth Manager
- Crescendo Publications/Philadelphia Magazine
- 2010
- 5 Star Wealth Magazine
- Crescendo Publications/Philadelphia Magazine
- 2009
- He has been awarded a FIVE STAR: BEST IN CLIENT SATISFACTION WELATH MANAGER in the November 2009 and November 2010 Philadelphia Magazine. Philadelphia magazine contacted an independent market research company, Crescendo Business Services, to administer a rigorous “Best in Client Satisfaction” research process to identify the Five Star Wealth Managers. The research process adheres to the guidelines established within the Investment Advisors Act of 1940 regarding third party recognition. More than 100,000 high net worth consumers and 7,400 financial services professionals were asked to evaluate wealth managers in the Philadelphia area. For 2010, less than 2% (523 out of more than 15,000) of wealth managers (defined by the survey to include attorneys, tax advisers, financial advisers, accountants, etc.) in the Philadelphia area were honored. The survey asked recipients to judge and evaluate only those wealth managers known through personal experience based on nine criteria: customer service, integrity, knowledge/expertise, communication skills, value for fee charged, meeting financial objectives, post service follow up, quality of recommendations or plan developed, and overall satisfaction. Wealth managers pay no fee to be included in the research process and cannot influence the selection process.
- 19 Best Philadelphia Probate Attorneys – 2018
- Expertise
- Publications
- Failing to Update Retirement Plans – How to Avoid IRS Plan Disqualification & Penalties by Using VCP
- Blog and Ezine Publications and Living Trust Network
- 2009
- Michael Jackson and Farrah Fawcett: Estate Plan Wake Up Call
- Blog, Living Trust Network, Ezine Publications
- 2009
- Silver Lining of a Bad Economy-Gifting of Shares of Stock in a Closely Held Business
- Blog, Fizz Law and Ezine Publications and The Exit Planning Advisor
- 2009
- Gifting Shares In A Closely Held Business
- Journal of Accountancy
- September, 2009
- Websites & Blogs
- Contact & Address
- Rate This Lawyer