Estate & Trust Conference - Portland

Donna Byrne

edited 5/30/25

Thomas Stephens

Tommy Stephens, CPA,CITP, CGMA, received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;

• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;

• Serving as a Chief Financial Officer for an international engineering organization; and

• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.

Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

(6/1/22)
 

Steven Siegel, LLM (Taxation), JD is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2019); Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.

(3/10/22)

Justin Martin

Justin's practice consists of estate planning and tax planning for individuals and families, business law serving closely-held or family owned businesses, business sales and succession, probate, trust administration, and contract and estate litigation.

Justin is skilled at identifying the heart of a client's goal, request, problem or dispute and outlining intentional steps to resolution. In each matter he weighs legal costs against the benefits and savings to his clients.  Most legal services are provided on a flat fee basis; mainly, because planning is inherently personal and a flat fee fosters a more congenial atmosphere.

Justin's experience dealing with trust administration, business sales, estate taxes, and clients' deaths and incapacity make him all the more passionate in planning. Many of the heart aches, frustrations, lost business profits, estate taxes, and increased administration costs can be avoided by up-to-date estate planning.

edited 6/5/25

Justin Martin

Justin's practice consists of estate planning and tax planning for individuals and families, business law serving closely-held or family owned businesses, business sales and succession, probate, trust administration, and contract and estate litigation.

Justin is skilled at identifying the heart of a client's goal, request, problem or dispute and outlining intentional steps to resolution. In each matter he weighs legal costs against the benefits and savings to his clients.  Most legal services are provided on a flat fee basis; mainly, because planning is inherently personal and a flat fee fosters a more congenial atmosphere.

Justin's experience dealing with trust administration, business sales, estate taxes, and clients' deaths and incapacity make him all the more passionate in planning. Many of the heart aches, frustrations, lost business profits, estate taxes, and increased administration costs can be avoided by up-to-date estate planning.

edited 6/5/25