2020 Investment Advisor Forum

This is the industry’s premier portfolio management conference. This 2-day event is the gathering place for 600+ advisors. Learn advanced portfolio management techniques from industry heavy weights, political experts and practitioners.

Steven Siegel, President

The Siegel Group

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. Mr. Siegel is the author of several books, including: The Grantor Trust Answer Book; CPA’s Guide to Financial and Estate Planning, and Federal Fiduciary Income Taxation. He presently serves as an adjunct professor of law in the Graduate Tax Program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a B.S., Georgetown University, J.D., Harvard Law School, and an LL.M. in taxation, New York University.