The Firm is Pleased to Welcome Phyllis Horn Epstein to our Practice!

Phyllis has extensive experience in 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 and procedural problem-solving.

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, and is 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 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.”

A graduate of Temple University, Phyllis received both her J.D. and Master of Laws in Taxation from Temple University’s Beasley School of Law. Phyllis can be reached at pepstein@sogtlaw.com