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 recent past-Treasurer of the Pennsylvania Bar Association serving from May of 2011–14.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.
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. Ms. Epstein is the liaison to the ABA’s Commission on Women for the ABA’s Section on Taxation. She has been a member of the Publishing Board of the Law Practice Management of the ABA and the Publications Board for the ABA’s Commission on Women serving on the editorial boards of Perspectives Magazine and the Goal III Annual Report.
Ms. Epstein 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 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 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. She is currently serving on the WIP Back to the Bar project.
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. 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.
In 2010, Ms. Epstein 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.
Ms. Epstein’s practice is in tax planning, estate planning, 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 firstname.lastname@example.org.
Articles by Phyllis Horn Epstein
- What Are the Chances of My Being Audited by the IRS?, The Pennsylvania Lawyer, July/August 2022.
- Working From Home or From Your Home Office? The Tax Implications of Your Working Location, The Pennsylvania Lawyer, January/February 2021.
- Home Sweet Vacation Home, Tax Notes Federal, March 2020.
- Alimony Unraveled, The Pennsylvania Lawyer, July/August 2018.
- TCJA Miscellany, The Practical Tax Lawyer, Winter 2018.
- Owe Taxes? Stay Home., The Pennsylvania Lawyer, May/June, 2017.
- Misclassification of Employees and Section 530 Relief., Tax Notes, March 13, 2017.
- Private Debt Collection Arrives at the IRS., Tax Notes, November 14, 2016.
- Tax Time 2016: Help is Not on the Way, The Pennsylvania Lawyer, March/April 2016.
- Help Around the House: What It Could Cost You, The Pennsylvania Lawyer, January/February 2016.
- Taxation of Damage Awards and Settlements, The Pennsylvania Lawyer, November 2014.
- The Transfer of Professional Goodwill, Corporate Business Taxation Monthly (CCH), December 2006.
- Statistical Evidence of a glass ceiling for Women Attorneys, Page 4: The Insider, Philadelphia Business Law Section, December 2010.
- MIT@150 Reports on the Status of Women Faculty, Page 3: The Insider, Philadelphia Business Law Section, April 2011.
- Employment Tax, Page 6: The Insider, Philadelphia Business Law Section, September 2011.
- What’s Happening in Utah?, Page 9: Voices and Views, Commission on Women in the Profession, Pennsylvania Bar Association, Winter 2011.
- Under the Microscope: Studies on Careers of Men, Women, Page 7: Voices and Views, Commission on Women in the Profession, Pennsylvania Bar Association, Spring 2011.
- Attrition of Senior Women Lawyers: The Leaky Pipeline
- Representing Lesbian, Gay, Bisexual, and Transgendered Clients in Pennsylvania, PBI 2009 Revised 2012 and 2016, contributing author.
- Top Five Issues for LGBT Clients to Consider about Wills, Trusts and Estate Tax, Open Court, a Newsletter of the PBA Gay and Lesbian RIghts Committee, Vol 2, No.1 (Winter 2012).
- Scammers are Targeting You, PA Lawyer Magazine (May/June 2012).
- Officer and Owner Liability for Corporate Tax, May 2012 edition of Corporate Business Taxation Monthly (CCH).