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Steven G. Siegel

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. He holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University.

Mr. Siegel is the author of several books, including the Grantor Trust Answer Book published by Wolters Kluwer, and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

Title Author Credit Level Fee
The Uses of Trusts and their Tax Consequences*Steven Siegel 8 Basic $167 add to cart
Help Clients Deal with Tax Law Challenges: Using Practical Planning StrategiesSteven Siegel 2 Basic $55 add to cart
Family Trusts: Planning to Preserve, Protect and Transfer Wealth for Your ClientsSteven Siegel 2 Basic $55 add to cart
Planning for the 99%: Persons with Estates Below the Transfer Tax ExclusionsSteven Siegel 2 Basic $55 add to cart
Retirement Distributions: Case StudiesSteven Siegel 2 Basic $55 add to cart
Understanding the Federal Gift Tax: How Does it Work & How to Address it in Tax PlanningSteven Siegel 2 Overview $55 add to cart
Planning with Intentionally Defective Grantor TrustsSteven Siegel 2 Intermediate $55 add to cart
How Taxation of Life Insurance Affects Estate and Wealth PlanningSteven Siegel 2 Basic $55 add to cart
ESBTs, QSSTs and Other S Corporation Allowed Trusts: How Trusts Can be Used as S Corp ShareholdersSteven Siegel 2 Intermediate $55 add to cart
2019 Estate & Financial Planning Quarterly UpdateSteven Siegel 2 Update $100 add to cart
Choosing the Business Entity: Help Clients Make the Right DecisionsSteven Siegel 2 Basic $55 add to cart
Common Estate Planning Mistakes and How to Avoid ThemSteven Siegel 2 Basic $55 add to cart
Taxation of Trusts and Estates and Preparing Form 1041*Steven Siegel 8 Intermediate $167 add to cart
Charitable Remainder Trusts and Preparing Form 5227Steven Siegel 2 Intermediate $55 add to cart
Preparing Form 709: The Federal Gift Tax ReturnSteven Siegel 2 Basic $55 add to cart
Year-End Tax Planning Strategies for 2018Steven Siegel 2 Update $66 add to cart
Top Federal Tax Issues for 2019 CPE Course: Module 4Steven Siegel 4 Update $85 add to cart
Preparing Form 706: The Federal Estate Tax ReturnSteven Siegel 2 Basic $55 add to cart
When Your Client Dies: Final Form 1040, Post-Death Elections and MoreSteven Siegel 2 Intermediate $55 add to cart
2017 Tax Cuts and Jobs Act: Impact on Financial and Estate PlanningSteven Siegel 2 Update $55 add to cart
Trust Fundamentals: A Practical Primer for Tax PractitionersSteven Siegel 2 Basic $55 add to cart
Disasters and Taxes: Tax Treatment of Casualty LossesSteven Siegel 2 Basic $55 add to cart
Income Taxation of Trusts and EstatesSteven Siegel 2 Basic $55 add to cart
Code Sec. 83 and 83(b) Elections: Tax Planning for Closely Held BusinessesSteven Siegel 2 Intermediate $55 add to cart
Business Succession Planning: Case StudiesSteven Siegel 2 Intermediate $55 add to cart

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