PHYLLIS HORN EPSTEIN, ESQUIRE

A list of articles by Ms. Epstein appears below.

Phyllis Horn Epstein is a graduate of Temple University, and received both her J.D. and Master of Laws in Taxation from its School of Law. In 2013, Ms. Epstein was elected as a Fellow of the American College of Tax Counsel. Ms. Epstein is the recipient of the 2014 Pennsylvania Bar Association Presidential Achievement Award for her service as Treasurer of the PBA from 2011–2014 for ensuring the best financial security for PBA members.

An active member of the American Bar Association Section on Taxation, Phyllis is a former Chair of the Individual and Family Tax Committee and a member of the Committee on Court Procedure. She has served on the Section’s Nominating Committee and 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. She is a member of the Publishing Board of the ABA Law Practice Management Division and Member of the Women’s Rainmakers Committee.

Ms. Epstein has authored numerous articles on tax and corporate matters for various legal publications which are posted below 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 has appeared to speak at the ABA Tax Section Conferences, Smeal College of Business of the Pennsylvania State University, the Annual Statewide Pennsylvania Liaison Working Together Conference, Pennsylvania Bar Institute, the National Business Institute, Young Lawyers’ Division of the American Bar Association, Amnesty International, the New Hampshire Women’s Bar Association, the 13th Annual Conference of Feminist Law Professors, Temple University’s Beasley School of Law, and the Pennsylvania Bar Minority Bar Committee Conference.

In addition to serving on the Pennsylvania Bar Association’s Board as Treasurer Ms. Epstein has 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, Supervising Editor of the Commission’s publication, Voices and Views from 2004–11, and has served for many years as a member of the Commission’s Executive Council.

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.” Ms. Epstein 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 a participant in the IRS/Pennsylvania Practitioner Liaison with Senior IRS Stakeholder Outreach representatives for the advancement of practitioner systemic & procedural problem solving.

Ms. Epstein served on the executive board of the Business Law Section of the Philadelphia Bar Association was the Supervising Editor of its newsletter, The Insider, and Supervising Editor of the newsletter, Beacon, for the Women’s Commission of the Philadelphia Bar Association.

Ms. Epstein 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 and its sequel published in 2014. 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 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.

Phyllis has been a member of the American Bar Association’s Section of Taxation Committee on Appointments to the Tax Court. Congress has recently (2024) considered a number of new appointments to the Court to fill existing vacancies. This committee met several times, conducted personal interviews of candidates, reviewed written materials and spoke with references for the purpose of offering recommendations from the Tax Section.

Starting in the Fall of 2024, Phyllis has become an adjunct professor at the Drexel University Kline School of Law.

Ms. Epstein’s practice is in tax planning, wealth transfer, estate planning and administration, tax controversy matters before the IRS and in the Tax Court, trust and estate management, Orphan’s Court litigation, corporate transactions, and elder law.

You may e-mail Ms. Epstein at phyllis@eselaw.com.



Articles by Phyllis Horn Epstein