We provide a wide variety of income tax planning, tax preparation and related legal services for individuals, corporations, LLCs, partnerships, trusts and estates. We offer tax guidance and representation for clients with IRS, Pennsylvania, and Philadelphia tax problems. We assist clients with foreign taxation considerations including FBAR matters and the Streamlined Foreign Offshore program. We also help taxpayers with non-filer tax problems. For businesses, we also provide tax planning associated with like-kind exchanges, tax free reorganizations, mergers, spin-offs and split-offs.
Steven J. Fromm understands that estate planning involves listening to clients' needs and family goals, taking into account their various assets and estate, inheritance and income taxes to determine the proper strategies for each client's estate plan. Mr. Fromm's experience, knowledge and training is at the heart of skillfully drafting legal documents such as wills and trusts, beneficiary designations, and the proper titling of assets. Since 1980, Mr. Fromm has also been involved in not only estate planning matters but with estate and probate administration.
We provide legal and tax advice for small businesses in determining the proper legal entity for their operations, while considering the tax, business and financial implications; buying or selling a business, or exit strategies when retiring or selling a business.
Steven J. Fromm has been a tax, estate planning, probate and estate administration, small business lawyer in Philadelphia and its outlying counties and throughout Pennsylvania for over 43 years.
He provides services to individuals, estates and trusts, professionals, small business owners, professional corporations, C corporations, S corporations, limited liability corporations (LLCs), sole proprietorship’s and partnerships. His clients rely on him for solid, practical legal and tax counsel, to save them money and taxes, and to solve their particular legal, tax, estate or business law problems in an efficient yet complete and well conceived manner.
Clients can expect and be assured that he will carefully listen to their particular and specific family, business or tax concerns. Mr. Fromm considers the income, estate and gift taxes, business, retirement, or wealth transfer needs and goals of each client. Above all, he brings his legal experience, knowledge and expertise to his estate planning, probate, tax and business clients. As a result, he carefully applies these lawyer skills to develop appropriate, practical, cost effective legal and tax strategies and solutions for each client’s particular needs and goals.
With active client input and discussions, Mr. Fromm drafts legal documents to meet their particular and specific income tax, business, estate and gift tax, retirement, or wealth transfer objectives. For more on Mr. Fromm’s professional experience, legal education, training and professional honors and achievements, please see Attorney Profile and Awards.
Mr. Fromm provides a wide variety of income tax planning, tax preparation and related legal services for individuals, corporations, LLCs, partnerships, trusts and estates. He offers tax guidance and tax representation to his clients before the IRS, Philadelphia and Pennsylvania taxing authorities. Additionally, he offers tax services involving foreign taxation issues such as FBARS and the Foreign Offshore Streamlined Submission Programs with the IRS. He assists taxpayers with non-filer tax problems to bring them into compliance with their tax filing requirements. For more on the various tax services he provides please see Tax Attorney Services under Practice Areas.
Estate planning clients benefit from Mr. Fromm’s extensive experience, knowledge and expertise in the estate planning area. He understands that estate planning requires taking into account the specific family goals and needs of each client, the client’s particular types of assets and how they are titled and owned. He considers estate and inheritance taxes as well as income taxes in developing a hand-tailored estate plan for each client.
Each client’s particular situation is fully explored, discussed, and developed with clients to determine the best and most appropriate estate plan for the family. Once this specific and hand-tailored estate plan is finalized, Mr. Fromm then brings his experience, expertise and attention to detail to implementing the estate plan by crafting client specific and meticulously drafted wills, trusts, durable powers of attorney, advanced medical directive/living wills, and beneficiary designations. When appropriate, he may draft other estate planning documents such as irrevocable trusts, family limited partnerships, charitable remainder trusts, intentionally defective grantor trusts or dynasty trusts to meet a client’s needs. For more on the estate planning services he provides please see Estate Attorney Services under Practice Areas.
As a Philadelphia estates and probate attorney, Mr. Fromm brings his unique legal, tax and practical experience and training in tax and estate administration matters to facilitate effective, efficient, responsive and timely estate administration for families. He assists executors, administrators, trustees and beneficiaries in the complicated, detailed, and time sensitive tasks of estate and probate procedures, court filings and estate and income tax return preparation for decedents and their estates. As a Pennsylvania estates attorney, he probates estates in Philadelphia, Montgomery, Bucks, Chester, Delaware and other outlying counties in Pennsylvania. For more on the estate planning services he provides please see Estate and Probate Administration and Probate and Estate Administration Lawyer and under Practice Areas.
For his business clients, Mr. Fromm provides legal and tax advice for businesses in determining the proper entity to operate their business or venture. He explores with clients whether a regular corporation, an S corporations, an LLC, partnership, or limited partnership makes sense for the client, while considering the tax, business and financial implications. He also offers business tax and legal advice on an ongoing and continuous basis to make sure clients comply with applicable tax and corporate filings. He also assists clients in the sale of their business while taking into account their exit strategies when retiring. Clients seek his assistance when they are involved in the acquisition of a new business, as well as corporate mergers, F reorganization and liquidations. For more on these business attorney services he provides please see Business Attorney Services under Practice Areas.
For more details of his PRACTICE AREAS, please see the list to the left.
Most importantly, each and every client will get the benefit of Mr. Fromm’s 38 years of practice, experience, professional training and education, technical expertise, diligence and concern for their problems. Certainly, his care, attention to detail, and diligence results in finding the best strategy or unique solution to a client’s particular tax or legal problems.
Likewise, his continuous and never-ending study of tax, estate and business law also serves his clients well. He has written and continues to write about various tax, estate, probate, business and foreign tax matters and other topics. For numerous helpful articles please go to LEGAL GUIDES and Philadelphia Estate and Tax Attorney Blog.
So, if this level of caring service, experience, expertise, dedication and attention to your tax, estate, business and financial affairs are what you are looking for, please do not hesitate to call Mr. Fromm at 215-735-2336.
Hiring Steven was quite possibly the best decision of my life! Steven took the time to hear every single one of my concerns and address them in an extremely clear, concise and thorough manner. He guided me through the notoriously complicated and stressful process of probate with the utmost of compassion and dedication. Thank you Steven!
I highly recommend Steven J. Fromm for all your estate and tax planning needs. He has the most complete and thorough knowledge of current as well as pending federal, state, and local tax codes of any professional that I have ever been involved with. His ability to totally sort out your current financial condition and relate it to a plan to minimize your tax liability and allow you to sleep at night is without equal. He is professional, timely, creative, and an advocate for your needs, whether its personal or business. You can be assured that you will be well taken care of, with cutting edge/ sound financial and tax advice by Steven J. Fromm.
I have always found Steve to be very responsive, accurate and creative in legal matters presented to him. He demonstrates a good business sense. We have collaborated on several highly technical issues over the years. I look forward to our continuing relationship.
Steven has been instrumental in helping my partner and I to create a secure and satisfying estate plan, which meets or exceeds all of our wishes and contains contingencies for everything from medical issues to wealth management and living wills. In this process, Steven has also become a friend. If you need Estate Planning, Tax Advice, a Will or a trust, etc., we highly recommend Steven Fromm, Esquire. He will listen and be sensitive to your unique situation.
Steve is an excellent attorney who has provided help for my family personally for business, tax, and other services for many years. He is extremely knowledgeable and thorough, and is extremely good at explaining legal concepts to me in clear terms understandable to a non-attorney. It is difficult to pick only three attributes above, since Steve’s work meets most if not all of the attributes above.
Steve is an excellent corporate attorney who has a deep understanding of corporate law, taxes and estate planning. He’s been extremely helpful to me in keeping my many companies and business ventures organized, focused and squeaky clean. He’s very strong in estate planning and wealth preservation as well. Finally, his follow through is air tight and utterly dependable.
Steven is a trusted adviser. We depend on him for so many things. He is patient, listens to our needs and makes excellent suggestions. He is extremely talented. We value his advice and have recommended him unhesitatingly to friends and family.
Steve Fromm is a superb lawyer and I highly recommend him! After a terrible experience with a previous lawyer concerning an estate administration, I entered his office feeling very deflated, confused and discouraged. However, I left his office feeling enthusiastic and eager to get down to business. My situation was very unique, I needed his expertise for an array of things and Steve was able to address all of my needs. With a limited timeframe and an extreme amount of obstacles to overcome he worked meticulously, diligently and accomplished extraordinary results. His professionalism is incomparable and I am forever grateful.