Shopping Cart

{{cart.item_name.toUpperCase()}}
{{cart.type}}
$ {{new Intl.NumberFormat().format(cart.single_amount)}}
-
+

Oops! Your cart is empty!

Subtotal: $ {{new Intl.NumberFormat().format(total_cart_amount - coupon_off_amount)}}
Shipping and discounts codes calculated at checkout
Looks like you haven't added anything to your cart yet.
Steven G. Siegel
Steven G. Siegel

Steven Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2020 Leimberg Information Systems); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2020); Understanding the Federal Gift Tax (Leimberg Information Systems (2021)Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, Leimberg Information Systems, The Kansas City Estate Planning Symposium, Yale School of Management; Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

Mentors

Speakers
Warren M Bergstein
Know our Speaker
Speakers
Gerald L. Maatman
Know our Speaker
Speakers
Charles K. Montecino
Know our Speaker
Speakers
Robert S. Barnett
Know our Speaker
Speakers
Dr. Jim Castagnera
Know our Speaker
Speakers
Mark Wickersham
Know our Speaker
Speakers
Garrett Wasny
Know our Speaker
Speakers
Andrew Seifert
Know our Speaker
Speakers
William A. Levinson
Know our Speaker
Speakers
Wayne J. Miller
Know our Speaker
Speakers
VICTORIA M. HERNANDEZ
Know our Speaker
Speakers
Vicki M. Lambert
Know our Speaker
Speakers
Susan Fahey Desmond
Know our Speaker
Speakers
Steven G. Siegel
Know our Speaker
Speakers
Stephanie Thomas
Know our Speaker
Speakers
Robert S. Keebler
Know our Speaker
Speakers
Robert E. McKenzie
Know our Speaker
Speakers
Paul Flogstad
Know our Speaker
Speakers
Patrick McCormick, JD, LLM
Know our Speaker
Speakers
Patrick A. Haggerty
Know our Speaker
Speakers
Nick Preusch CPA
Know our Speaker
Speakers
Ms. Haleh C. Naimi
Know our Speaker
Speakers
Monica Haven
Know our Speaker
Speakers
Miles Hutchinson
Know our Speaker
Speakers
Michael A. Ferragamo MD, FACS
Know our Speaker
Speakers
Mary Schaeffe
Know our Speaker
Speakers
Mark Schwartz
Know our Speaker
Speakers
Margie Faulk
Know our Speaker
Speakers
Laura Thessin, CPA, MBA
Know our Speaker
Speakers
Laura A. Dixon
Know our Speaker
Speakers
Klaralee R. Charlton
Know our Speaker
Speakers
Keith Schiller
Know our Speaker
Speakers
Karla Brandau
Know our Speaker
Speakers
Joe Keenan, MBA, CSP
Know our Speaker
Speakers
Jerald L Henderson PhD
Know our Speaker
Speakers
Janette Levey Frisch
Know our Speaker
Speakers
James J. Rigos
Know our Speaker
Speakers
J. Patrick Garverick
Know our Speaker
Speakers
Eric L. Green
Know our Speaker
Speakers
Dr. Susan Strauss
Know our Speaker
Speakers
Dr. Robert K Minniti
Know our Speaker
Speakers
Dr. James S. Dunnick
Know our Speaker
Speakers
Diane L. Dee
Know our Speaker
Speakers
Dayna J Reum
Know our Speaker
Speakers
David Miklas
Know our Speaker
Speakers
David H. Ringstrom
Know our Speaker
Speakers
Allison M. McLeod CPA
Know our Speaker
Speakers
Alicia Katz Pollock
Know our Speaker
Speakers
Daniel J. Pilla
Know our Speaker
© 2024 Pro2learn, Inc. All rights reserved.