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Philadelphia Estate and Tax Attorney Blog

Foreign Inheritance Tax: Are US Citizens Taxed on Money Received from Abroad?

Posted: September 02, 2026

With our mobile world, US citizens often ask whether they are taxed on inheritances received from people living in foreign countries. Many clients are understandably confused about whether the IRS taxes money or property they inherit from relatives living overseas. The good news is that, in most situations, a foreign inheritance is not taxable income... Read more »

2020 Year-End Tax Planning Tips:
Philadelphia Tax Attorney Offers Strategies To Save Taxes Before Year-End

Posted: January 12, 2021

As the year-end quickly approaches, there is still time to employ 2020 year-end tax planning tips to generate significant tax savings. The Covid-19 pandemic has made life really difficult for all of us. As with most things in life when bad things happen, there may be a way to take advantage of these circumstances in... Read more »

Philadelphia Requires Businesses Give Notice To Employees Of Philadelphia Wage Tax Refund Program & Federal Earned Income Credit By February 1, 2021

Posted: January 08, 2021

Philadelphia Requires Employers To Give Various Notices to Employees By February 1, 2021

New Tax Relief for Those Taxpayers Experiencing COVID-19-related Financial Difficulties

Posted: November 07, 2020

IRS released new tax initiatives to offer help to taxpayers

NEED CASH? LITTLE KNOWN TAX BREAK UNDER 2020 NEW TAX ACT: SPECIAL WITHDRAWAL RULES FOR IRAs AND RETIREMENT PLANS

Posted: October 25, 2020

2020 Cares Act Special Tax Breaks The CARES Act adopted in March, 2020 gives a special tax break for those taxpayers that need to take money out of their retirement plans. Taxpayers can take out up to $100,000 in 2020 from their retirement plan. As a special tax break, they can spread the tax bill... Read more »

Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rates

Posted: June 20, 2017

IRS Standard Mileage Rates For 2017 The Internal Revenue Service has recently issued the 2017 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1, 2017, the standard mileage rates for the use of a car (also vans, pickups or... Read more »

2017 Pennsylvania Tax Amnesty Program

Posted: May 25, 2017

WHAT IS THE PENNSYLVANIA TAX AMNESTY PROGRAM? The PA Tax Amnesty program creates an incentive for taxpayers to pay there tax liabilities during a narrow time period that ends on June 19, 2017. While this program is open, the PA Department of Revenue will waive all penalties and half of the interest for anyone who... Read more »

IRS Installment Agreements: 2017 User Fee Schedule and Options

Posted: February 28, 2017

IRS Installment Agreements: 2017 User Fee Schedule and Options Starting in 2017, the IRS has revised its user fee schedule for installment agreements. The new fee schedule applies to installment agreements entered into, restructured or reinstated on or after January 2, 2017. The final regulations increase the existing user fees (except for low-income taxpayers) and... Read more »

A Handy Chart of 2017, 2016 and 2015 Retirement Plan & IRA Contribution Limits, Maximum Benefits, Maximum Income Subject to Social Security

Posted: January 10, 2017

Retirement Plan & IRA Contribution Limits, Maximum Benefits, Maximum Income Subject to Social Security

2016: IRS Warns & Updates Taxpayers of Numerous Tax Scams Nationwide: All Taxpayers, Tax and Financial Advisers Need To Read This

Posted: December 15, 2016

2016 Tax Scam Alert As tax season approaches, the Internal Revenue Service, in IR-2016-164, has just reminded taxpayers to be on the lookout for an array of evolving tax scams related to identity theft and refund fraud. Every tax season, there is an increase in schemes that target innocent taxpayers by email, by phone and... Read more »

2016 IRS Launches New Online Tool to Assist Taxpayers with Basic Tax Account Information: Do You Want To Know About Your IRS Account Balance?

Posted: December 06, 2016

IRS Online Tool The Internal Revenue Service announced on December 1, 2016 (IR-2016-155) the launch of an online application that will assist taxpayers with straightforward balance inquiries in a safe, easy and convenient way. This new and secure tool, available on IRS.gov allows taxpayers to view their IRS account balance, which will include the amount... Read more »

2016 Tax Update: Governor Christie Reverses and Repeals New Law and Reinstates Pennsylvania-New Jersey Reciprocal Tax Agreement Preventing Adversely Impacting 250,000 Workers & Thousands of Employers

Posted: November 16, 2016

IMPORTANT TAX ALERT: New Jersey Governor Chris Christie on Tuesday, November 22, 2016, reinstated a four-decade old tax reciprocity agreement with Pennsylvania that allows residents who work in either state to pay income taxes at their home state’s rate. You can almost hear the collective sigh of relief of the many commuters that would have been... Read more »

City of Philadelphia Department of Revenue Announces Wage Tax Reduction for July 1, 2016

Posted: July 12, 2016

Philadelphia Landmark: The Famous and Quirky 45 Foot Steel Clothes Pin Created by Sculptor Claes Oldenburg Across from City Hall City of Philadelphia Wage Tax Reduction For July 1, 2016 The City of Philadelphia has reduced the City Wage Tax rate effective July 1, 2016. The new Wage Tax rate for residents of Philadelphia is... Read more »

IRS: Did You Get a Letter in the Mail from the IRS? Here is What You Need to Do

Posted: June 06, 2016

IRS LETTERS: WHAT TO DO WHEN YOU GET ONE Each year, the IRS mails millions of notices and letters to taxpayers for a variety of reasons. This can be extremely upsetting when receiving this form of communication, whether it is from the IRS or any other taxing authority. The following tips are presented to reduce... Read more »

2016 Standard Mileage Rates for Business, Medical and Moving

Posted: December 18, 2015

2016 Standard Mileage Rates for Business, Medical and Moving The Internal Revenue Service on December 18, 2015 issued the 2016 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1, 2016, the standard mileage rates for the use of a... Read more »

Tax Positions of Presidential Candidates

Posted: December 01, 2015

Tax Positions of Presidential Candidates

2015 Tax Law Changes Tax and FBAR Filing Deadlines & Other Noteworthy Compliance Provisions: The Good, The Bad & The Ugly

Posted: August 09, 2015

Overview of 2015 Tax Law Changes On Friday, July 31, 2015, President Barack Obama signed HR 3236, the “Surface Transportation and Veterans Health Care Choice Improvement Act of 2015” (the “Act”). Not sure how this name relates to taxes but in any event the following tax law changes and provisions became law under this Act:... Read more »

Small Businesses Can Get IRS Penalty Relief for Unfiled Retirement Plan Returns

Posted: July 19, 2015

IRS Penalty Relief for Failure To File Your Retirement Plan Form 5500 Have you failed to file your retirement plan reporting form for your retirement plan? If you have failed to do so, the Internal Revenue Service on July 14, 2015 provided eligible small businesses a low-cost penalty relief program enabling them to quickly come... Read more »

Philadelphia Use & Occupancy Tax Rate Change Effective July 1, 2015

Posted: July 01, 2015

Philadelphia Use and Occupancy Tax as of July 1, 2015 Philadelphia has just increased its Use and Occupancy Tax as of July 1, 2015. The new Use & Occupancy Tax rate will be 1.21%. This is an increase from the prior rate of 1.13%. This new rate will be effective with the July 2015 Use... Read more »

The City of Philadelphia Department of Revenue Announces Wage Tax Reduction for July 1, 2015

Posted: June 30, 2015

2015 Philadelphia Wage Tax Reduction Philadelphia business owners and those that withhold taxes on employees that live in Philadelphia should take notice that the City of Philadelphia has reduced the City Wage Tax rate effective July 1, 2015. • The new Wage Tax rate for residents of Philadelphia is 3.9102% (.039102). • The new Wage... Read more »

Philadelphia Estate and Tax Blog Named The Best Tax Blog in America For 2015

Posted: March 17, 2015

My Very Own Philadelphia Estate and Tax Attorney Blog Has Just Won as the Best Tax Blog In America for 2015! I am most appreciative of all of you who took the time to vote for my blog. You can see the final voting results by going to: http://wallethub.com/blog/best-tax-blog/10470/?user=sjfpc. Thanks so much to everyone who voted!

2015: Philadelphia Businesses Must Provide Tax Notice Of EITC Program To Employees and Non-Payroll Workers

Posted: January 20, 2015

2015 Philadelphia Notice Requirements for Businesses If you are a business that has employees or independent contractors who live in Philadelphia, the City of Philadelphia imposes notice requirements. Beginning January 1, 2015, Title 19, Chapter 19-4000, of the Philadelphia Code, entitled “Income Inequality Initiative – Earned Income Tax Credit,” requires all employers to provide notice... Read more »

2014 Year-End Tax Planning Guide For Businesses: Discover 9 Proven Tax Planning Strategies

Posted: December 26, 2014

Overview of 2014 Year-End Tax Planning The arrival of year-end presents special opportunities for most small businesses to take steps in lowering their tax liability. The starting point is to run projections to determine the income and tax bracket for this year and what it may be next year. Once this is known, decisions can... Read more »

2014 Year End Tax Planning Tips: Instantly Discover What You Can Do Now To Start Saving Taxes Before Year End With Proven Tax Attorney Strategies

Posted: November 29, 2014

Overview of Year-End Tax Planning: As the year-end quickly approaches, there is still time to do year-end tax planning to generate significant tax savings. As many of you know, changes to the tax laws in 2013 made many tax rates (subject to cost of living adjustments) and certain tax breaks permanent. The President has signed... Read more »

College Tuition: Discover How Grandparents Can Help Their Grandchildren and Save Taxes Too

Posted: September 01, 2014

How Grandparents Can Help Grandchildren and Save Taxes Too With college tuition coming due, families should consider tax efficient ways to pay for these expenses. Grandparents who wish to help their children with tuition costs can take advantage of some special gift tax breaks. Grandparents have the usual annual present interest gift tax exclusion (now... Read more »

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!

- Andrew Gold

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.

- Brad Gildin

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.

- Mike Massa

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.

- Patrick

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.

- Jonathan Weiss

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.

- Fred Marshall

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.

- Laura Burhans

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.

- Renice Cox

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Steven J. Fromm & Associates, P.C.

4.9

Based on 68 reviews

review us on

Jonathan Wright

6 years ago

I had an unusual tax situation where I needed expert help. Steve was extremely knowledgeable and careful.

Joseph Hearon

6 years ago

I had the good fortune to choose Steven to handle my mother's estate. He has expertise in many areas of business, but I was primarily interested in settling the estate. From probating the will to recording deeds everything was done quickly and efficiently. He could not have made the process easier. Steven is not only a personable guy, but will readily address any questions or concerns you might have and he will respond quickly.

Allauren Forbes

6 years ago

Steve has been doing our taxes for a few years now and his work is always consistently excellent. We are in a somewhat strange situation of being nonresident aliens for tax purposes, and of course we want to make sure that we adhere to our obligations to the IRS while living in the US! The prospect of trying to figure out our taxes was really intimidating and frankly rather complicated, but Steve has been amazingly patient, thorough, and kind throughout a stressful process. It has been an enormous relief to know that we can trust him to get everything right on our behalf! We are so lucky and so grateful to have found him. Thank you, Steve!

Patricia Everett

7 years ago

I can’t say enough about Steven J. Fromm & Associates. What he did to resolve my tax situation was above and beyond. I received a letter of Intent to Sue from the city on February 2020 involving taxes for 2001 (19 years ago). I had no clue how I could prove anything without the documents that I had paid. It was involving business taxes from my husband who had recently passed. I am glad to write this review because Mr. Fromm brought this to a much better resolution than I thought was possible. Thank you! Patricia Everett

Lori Nanan

7 years ago

Steve has handled all of the details of my father's estate with extreme professionalism, always in a timely manner and most of all with a kindness that goes above and beyond. For 8 years now, he has answered every email quickly and accurately, he has explained concepts that were above my understanding and has been an absolute pleasure to work with in every way. I know I speak for my whole family in recommending Steve.

Mike Bonadio

7 years ago

Great call with Steven. He walked me through what my situation would look like with a potential move. He covered everything from tax planning to real estate to lifestyle considerations. He was fun to talk to, which is rare for an attorney! Highly recommended.

Meg Lewis

7 years ago

Mr. Fromm was really so helpful - he was patient, thorough and walked me through all of my questions. I am grateful he was able to answer my questions efficiently in our one visit, and appreciate how knowledgeable and straightforward he was. I left feeling relieved and confident about the next steps to take and would certainly recommend him to others.

Michael Filosa

7 years ago

I highly recommend Mr. Fromm. He recently helped me through a very complicated tax filing for American expats. He is very knowledgeable, thorough and has lots of experience. I couldn't have been happier with the work that he did for me. Thank you.

David Scott

7 years ago

After unsuccessfully reaching out to other tax attorneys and a tax accountant, Steven Fromm responded immediately to my concerns regarding a complex business tax issue. Steven was reassuring and very knowledgeable. He was receptive and engaging while providing clear concise recommendations to resolve this issue. Steven's professionalism and ability to explain matters in a simple, logical way was most reassuring to me. He gave me the answers I needed and I'm confident now that my business tax issue will be successfully resolved. I highly recommend Steven J. Fromm & Associates, P.C. for all your business tax concerns. David Scott

Tara Tucker

7 years ago

I called with a tax law question a few days ago. Mr. Fromm picked up and introduced himself and proceeded to listen to my question and offered me various suggestions so that it could be resolved. I followed his recommendations and was able to resolve the issue within a few days. He was very respectful and patient. I would return if I have further issues in the near and distant future.

Edward Bell

7 years ago

I needed help with my sisters estate and he provided smart and caring advice. I absolutely recommend

John Avery

7 years ago

We had the pleasure of speaking with Mr. Fromm as a consultation. We had previously used an attorney and paid fees, though accomplished nothing. In our short discussion with Mr. Fromm, he clarified our situation and provided a clear path forward. He was candid and frank, while being transparent about the fees and our expectations. My wife is an attorney and very selective and she was quite impressed with Mr. Fromm and would not hesitate to engage him for legal work. We're grateful for his time and glad we had the opportunity for his counsel.

Amie Russell

8 years ago

Steven is very understanding, compassionate, and professional. He listens to what you have to say and gives you the best advice for your situation. I would highly recommend him!

Courtney Boone

8 years ago

Steven was such a great help to me when we lost my mother unexpectedly. I was completely clueless about how to execute her will, but he walked me through every step, even with the difficulty of me being out of state. He helped me with every unexpected bump and curve as we navigated the process. I highly recommend him!

Nicholas Anselmini

8 years ago

I highly recommend Steven Fromm & Associates. My wife and I have used Mr. Fromm's services for the last two years and will continue to do so. He is conscientious, thorough, kind, and professional. We were very lucky to find him - he has been nothing but helpful throughout situations ranging from the mundane to the rather more complicated.

Peter Pappalas

8 years ago

Steven is fantastic and very personable. Supremely attentive to my needs, provided excellent advice and support, and demonstrated incredible knowledge of partnership agreements. In our first consultation he addressed complex issues that may arise down the road and how to keep my interests protected. I highly recommend engaging Steven Fromm as your corporate attorney.

Peter Criswell

8 years ago

Steve was so helpful! I had a complicated question about settling an estate and Steve talked me through a variety of options. He's extremely knowledgeable and was willing to spend the time needed to help me understand the various actions I could take. In addition, he was friendly and sympathetic. I highly recommend his services.

lindsey kirland

8 years ago

Very knowledgeable and informative. 5 stars

Justin Justice

8 years ago

THE BEST OF THE BEST!!! After doing hours of research by speaking with attorneys, checking public records, and reading legitimate client reviews, I determined that Steven J. Fromme is the best attorney of his type in the Philadelphia area and one of the finest in the country. My subsequent personal experiences with him further proved my determination. He is not only a talented, knowledgable, honest, world class expert but he sincerely cares about his clients. He is definitely not the typical money-hungry sociopath masquerading as a caring lawyer. Notice that Mr. Fromm has a RARE five-star rating on Yelp, where it is almost impossible to post fake reviews. I have done your homework for you. You cannot surpass Mr Fromm.

Top Choice Home Care

9 years ago

Very professional. Steve really works the best for his clients. I have referred several other businesses and they absolutely love them! I will keep referring others because my experience has been excellent. 5 stars for sure!

See All Reviews

Steven J Fromm & Associates, PC

4.8

Based on 27 Reviews

Todd M.

2025-10-02 04:12:40

Steven helped us with our taxes this year and did a superb job. He was an excellent communicator at all times (he even responded to e-mails at night, right...

David L.

2024-08-06 07:54:53

Extremely knowledgeable, friendly, and honest. Steven & associates is attentive, professional that is ethic and genuinely cares. Easily 5 out of 5 stars.

Kimberley H.

2023-07-13 16:54:04

I am in California, but I needed some help with some property in PA. Specifically, property related to probate and wills and stuff. Fun times to try and do...

Ren N.

2022-09-08 09:18:34

Ridiculously professional and kind gentlemen Mr Fromm is, regarding my particular situation. Responds within 24 hrs once you schedule a talk with his...

Ren N.

2021-03-20 13:13:45

Excellent, patient, kind first time consult. Called me up over the weekend right after receiving my message over Yelp to try to help me with my issue. He is...

Nicholas A.

2020-04-23 10:58:09

My Wife and I needed extra help navigating tax treaties for our return and Steven J Fromm and Associates were absolutely amazing. They were always available...

Po-Chen W.

2020-02-25 20:42:39

As a foreigner coming from a common law country, navigating the US tax system is very daunting. To clarify my tax situations between my home country and the...

Bill H.

2019-08-06 07:02:40

Steve is the best! From the first moment I spoke to Steve, I knew this was not your typical lawyer...... he was honest, sincere and very knowledgeable with...

Joe D.

2019-04-18 16:42:12

I've never needed to procure the services of an attorney before and really wasn't sure what to expect. I will admit, though, I kind of did wonder if he'd be...

Joe D.

2018-07-10 05:07:25

I've never needed to procure the services of an attorney before and really wasn't sure what to expect. I will admit, though, I kind of did wonder if he'd be...

Ty B.

2018-06-03 06:16:37

He was kind enough to quickly return my consultation request. He was very knowledgeable and informative. He gave me a key information in a brief phone...

John A.

2017-09-04 08:51:41

I have had an exceptionally positive experience working with Steve. He responded immediately to an email inquiry, and made me feel completely comfortable...

Dave S.

2016-10-21 08:53:43

I was very happy with the service provided. I federal expressed Steve the information and within two days, he reached out to me with all the expert advice...