Phyllis Horn Epstein

Phyllis Horn Epstein
Phyllis Horn Epstein
Phyllis Horn Epstein

Phyllis Horn Epstein's practice includes tax planning, estate planning, tax controversy matters before the IRS and in the Tax Court, trust and estate administration, Orphan's Court litigation, corporate transactions, non-profit organizations, and elder law. In addition to her law practice, she is a participant in the IRS/Pennsylvania Practitioner Liaison with Senior IRS Stakeholder Outreach representatives for the advancement of practitioner systemic & procedural problem-solving.

A graduate of Temple University, Phyllis received both her J.D. and Master of Laws in Taxation from it's School of Law. In 2013, she was elected as a Fellow of the American College of Tax Counsel. Recently she served as past-Treasurer of the Pennsylvania Bar Association from May 2011-2014. Notably, she is the recipient of the 2014 PBA Presidential Achievement Award for her service as Treasurer for ensuring the best financial security for PBA members. In addition to serving as Treasurer, Phyllis been a member of the PBA's House of Delegates and Nominating Committee. She has served as Co-Chair of the Pennsylvania Bar Association's Commission on Women in the Profession.

Phyllis has authored numerous articles on tax and corporate matters for various legal publications and is a co-author of the CCH Federal Income Tax Service recently included in its tax internet service provided to tax professionals. She has been a member of the faculty of continuing legal education programs on various tax matters.

An active member of the American Bar Association Section on Taxation, Phyllis is the recent-past Chair of the Individual and Family Tax Committee and a member of the Committee on Court Procedure and the Section's Nominating Committee. She has served as Editor of the Section Newsletter, a publication of updated tax information and tax matters which is distributed quarterly to the Section's 25,000 members nationally and is the liaison to the ABA's Commission on Women for the ABA's Section on Taxation.

Phyllis serves as a member of the Eastern Pennsylvania Working Together Conference Steering Committee, "A Joint Effort of Public & Private Tax Professionals" which "promotes the positive ongoing relationship between the tax practitioner community and two taxing agencies, the Internal Revenue Service and the Pennsylvania Department of Revenue," and has been a speaker at Working Together conferences which are co-sponsored by the Internal Revenue Service, PA department of Revenue, PA Institute of Certified Public Accountants, PA Society of Public Accountants, PA Society of Enrolled Agents, Philadelphia and Pennsylvania Bar Association, and PA National Association of Tax Professionals.

Phyllis is the author of Women-at-Law: Lessons Learned Along the Pathways to Success, published by the American Bar Association Press, a finalist in the ForeWord Magazine's Book of the year Award. She is a contributing author of chapters on taxation to the recent publication Issues Affecting Gay, Lesbian, Bisexual and Transgendered Clients (Pennsylvania Bar Institute 2009, 2013, 2016, and 2018). Ms. Epstein is also a contributor to the The Road to Independence published in 2011 by the ABA Commission on Women in the Profession which charts the careers of 101 women attorneys who started their own law firms. From her extensive survey of more than 500 women lawyers, Phyllis has published her article "Where are Senior Women Attorneys" which is available on the web.

In 2010, Phyllis was named as a Vision 2020 Ambassador to participate in a decade-long national project inspired by the 100th anniversary of the Nineteenth Amendment to the U.S. Constitution granting the right of suffrage to women. The goal of Vision 2020 is to move toward gender equality and to inspire new generations of leadership.

Articles by Phyllis Horn Epstein

Attorney Info



Temple University

Practice Areas