Swartzville Tax Lawyers

Patrick Schaeffer is a graduate of Albright College in Reading, PA earning a Bachelor of Arts degree in Political Science and History. While attending Pennsylvania State University Dickinson School of Law in Carlisle, PA, Attorney Schaeffer worked at the school’s Family Law Clinic as both a Certified Legal Intern and Research Assistant.

Attorney Schaeffer is a member of the York and Lancaster County Bar Associations as well as the Pennsylvania Bar Association. As an Associate Attorney with Trinity Law, Attorney Schaeffer concentrates his practice in the family law matters of divorce, support, and child custody as well as non-profit and tax...

Patti S. Spencer, Esq., is widely recognized as a preeminent estate planning attorney and is the founder and owner of Spencer Law Firm LLC (SLF) in Lancaster, Pa. Over the course of 35 years, Spencer has assisted both clients and peer professionals with estate planning, probate, taxation, expert witness case work, and closely-held business issues such as fiduciary income tax, business succession planning and corporate tax planning.

More than thirty years experience as an attorney, small business owner, foundation executive, charitable fundraiser, and nonprofit board member. As partnership manager at Harbor Compliance, I work with a team to provide government licensing and entity management services to nonprofits, business and the professionals that serve them. Since 2012, Harbor Compliance has helped more than 25,000 clients apply for, secure, and maintain government licensing across all industries. We partner with attorneys to provide their clients with managed licensing services, national registered agents and managed annual reports.

With my background in accounting as well as law, I can share my unique background and experience when working with individuals, families and small and mid-size businesses in the areas of estate planning, taxation, corporations and business planning, business acquisitions and sales, succession planning, business exit strategies and real estate.

The area of my chosen practices that I am truly the most passionate about is assisting the elderly. I have helped many clients who are facing the most financially difficult times of their lives to have certainty as they enter their golden years. I am up to speed in the latest techniques and in fact have had other lawyers refer their cases to me.

If the IRS is knocking at your door, filing liens, garnishing your pay, levying your bank account, seizing assets, or trying to close your business, Greg has the experience to stop the stress, get you tax compliant and resolve the tax problem. Greg has represented thousands of taxpayers before the IRS. He knows how to help. He even wrote the book on it: TaxJams Simple Solutions. McCauley Law will preform an exhaustive review of your taxes and IRS records to determine the best course of action for you. He reviews every detail of your...

Steven J. Fromm has been admitted to practice law in Pennsylvania since 1977. In addition to his law degree, he holds a doctorate of law degree, called an LL.M. in taxation, from the NYU Graduate Division School of Law received in 1977.

He became a C.P.A. in 1981 and is a member of the American Institute of Certified Public Accountants. From 1977 to 1981, he served as legal tax counsel for tax departments in Big 8 and regional accounting firms.

Since 1983, he has been admitted to practice tax law before the U.S. Tax Court.

Since 1981, he has...

William F. Kerr, Jr. has a breadth of experience in the area of real estate law, focusing on land use, land development and zoning; real estate taxation; real estate transactions; real estate title issues; eminent domain; real estate valuation; and real estate code compliance. He was previously a partner in the Philadelphia office of Blank Rome LLP.

Mr. Kerr represents developers, property managers and property owners of single and multi-family residential, hotel, shopping center, commercial, industrial, golf course, day-care, prison, utility, cell tower and airport properties. He has successfully represented these clients, in Philadelphia and throughout eastern Pennsylvania, in a variety...

Karim P. Husain concentrates his practice in the areas of Wills, Trusts & Estates, Bankruptcy, Business Consulting & Commercial Litigation and Tax Controversies & Tax Litigation. Formerly a senior associate with a private law firm and a Big 4 accounting firm, he also served as a judicial law clerk to the Hon. Charles A. Lord of the Commonwealth Court of Pennsylvania and to the Hon. Robert A. Latrone of the Philadelphia Court of Common Pleas. A long-time resident of the Philadelphia area, Mr. Husain received his Master of Laws in Taxation from the Villanova University School of Law, Juris Doctorate...

Kelly Phillips Erb is a founding shareholder of The Erb Law Firm PC, in Paoli where she focuses on tax law for businesses and families. She received her B.A. from Meredith College in Raleigh, N.C. and her J.D. and LL.M. Taxation from Temple University School of Law. Ms. Phillips Erb is an active member of the Pennsylvania Bar Association, where she serves on the Solo and Small Firm Section Council as Treasurer and is a member of the Tax Section and Women in the Profession Committees. She authors the popular "Taxgirl" blog for Forbes.com, which has been...

Kevin Sweeney is a former federal tax prosecutor with over a decade of experience. His practice focuses on high-stakes IRS audits, tax litigation, white-collar criminal defense matters, and corporate investigations for entities and individuals all over the world. Kevin’s experience and longstanding connections enable him to anticipate government action, expertly navigate clients through difficult situations, and deliver arguments that resonate with judges, juries, prosecutors, and IRS employees.

Stephanie A. Henrick concentrates her practice in Estate Planning, Estate Administration, Tax Law and Social Security Disability.

Stephanie’s customized approach to estate planning provides her clients with personalized attention to address their unique circumstances. Stephanie reviews all elements of her clients’ financial and personal situations with attention to detail, which enables her to plan accordingly so her clients’ wishes are fulfilled.  She works closely with her clients to create a seamless process of passing down their legacies and protecting their heirs.

She earned her Masters of Law (LL.M.) in Taxation and a Certificate in Estate Planning from Villanova University School of Law....

Duie represents clients in business transactions and corporate matters, with an emphasis on privately held and family businesses. His practice spans the business life cycle, from initial business planning and the formation of corporations, LLCs, partnerships, and other entities, to business sales, workouts, and windups. Duie also provides general representation in day-to-day business matters such as contract preparation, review, and negotiation. He frequently advises clients on shareholder, buy/sell, and other owner agreements, lending and finance, construction contracts, employment and non-compete agreements, and other business matters. Duie works with closely held business owners in their estate and succession planning, particularly...

Mr. Gregory J. Spadea is a former IRS Agent and Pennsylvania Certified Public Accountant. Mr. Spadea has over 25 years of tax and estate planning experience. Mr. Spadea graduated from Widener University School of Law in May 1999. Mr. Spadea started the Law Firm Spadea & Associates, LLC in June 2001 and has offices in Ridley Park, Pennsylvania, and Westmont, New Jersey. Mr. Spadea is also a Pennsylvania Notary Public. Spadea & Associates, LLC focuses on estate and tax planning, estate administration. Mr. Spadea probates estates and drafts wills, trusts, powers of attorney and health care directives. The...

Conley Law Practice, LLC is a general practice law firm with a special emphasis in the following practice areas: - Estate Planning & Administration - Tax Controversy - Bankruptcy It is our goal to provide clients with a cost-effective, first-rate legal product while providing the utmost in client satisfaction. Our practice concentrates in the areas of estate planning, estate administration, tax planning, tax controversy and bankruptcy. Call today and let us know how we can help you.

Stephen Wiener concentrates his practice in business, corporate and LLC Tax law and estate planning and administration matters. His business clients include a variety of manufacturers and technology related companies. Steve advises on federal and state taxation and general business issues as well as having experience in bank and loan negotiation and documentation. Estate planning and administration is provided for a range of clients from sophisticated estate plans for the high net worth individuals to simple wills.

Co-Founder, Shareholder and Department leader of major suburban-Philadelphia law firm with emphasis on skilled and passionate representation, client responsiveness and productivity, community involvement and dedication to high standards of ethical conduct. I have personally represented individuals and non-profit organizations, government and businesses that range in size and complexity from closely held to Fortune 500, in business and real estate transactions, land use entitlements, environmental and regulatory approvals and litigation.

Adjunct Professor of Law, Real Estate Transactions, Temple University Beasley School of Law

Education

LLM, Taxation, Temple University School of Law, 1986

JD, Temple University School...

Dawn Getty Sutphin has practiced in a large Philadelphia firm as well as for a smaller New Jersey Law office. She has completed the Estate Planning Certificate Program at Villanova Law School, concentrating on federal estate taxes, state inheritance tax, drafting Wills and Trusts, estate planning for individuals and for small business owners, taxation of estates and of trusts, post death estate planning, and estate administration and probate. Personal philosophy: Everyone needs an effective and personal estate plan including at a minimum a Will, as well as a Durable Power of Attorney, and an Advance Medical Directive or Living Will. These...

I am a licensed business attorney and owner of McKee Law Office. The firm focuses on providing small and mid-sized companies with strategic legal advice. I help businesses prevent and resolve contract disputes, debt collections, employee disputes and tax problems. I have helped over 100 business and have tried over 200 cases. In addition, I am the only business attorney in Philadelphia withover 10 years of experience owning and operating a business.

David J. Schiller, J.D., LLM is a tax attorney having received his law degree in 1984 from the Rutgers University School of Law and his Masters of Law in Taxation from Villanova University. Mr. Schiller has clients throughout the country and practices exclusively in the pension/tax/estate planning and contract areas of law for his clients. His activities include examining income division alternatives among professionals, valuing businesses for buy/sell agreements, drafting employment and shareholders' agreements and pay-out arrangements, establishing business legal structures, selection, modification and implementation of fringe benefit programs, personal management advice and similar business advice for his clients.

Mr. Schiller...

Practicing for 48 years in real estate, business organizations, partnerships, tax and financing of developments utilizing various federal and state tax credits and commercial and governmental financing programs

I have been practicing law since 1992 and focusing in Elder Law since 1995. I help protect families from losing their savings to nursing home costs and help protect and care for their older loved ones. I help families with: Medicaid and Asset Protection Planning, Estate Planning (Wills, Trusts, POAs, etc.), Estate Administration, Guardianships and Real Estate Transactions. I have represented many non-profit and for profit elder care institutions and have represented the Montgomery County Office of Aging and Adult Services since 1999.

Patrick J. Best (“PJ Best”) is a graduate of the University of Pittsburgh School of Law and the Rochester Institute of Technology. He was born and raised in Luzerne County, Pennsylvania. After graduating from law school he served as Law Clerk to the Honorable Carmen D. Minora of the Lackawanna County Court of Common Pleas. Attorney Best is frequently featured in the media including US News & World Report, WFMZ, and has an extensive resume speaking to attorneys and bar associations regarding a number of legal issues. At present, Attorney Best serves clients throughout Pennsylvania, New Jersey, New York and Maryland in...

Mr. McCauley's practice is dedicated Civil and Criminal Tax Controversey and Litigation. This includes to representing Taxpayers before the IRS with respect to outstanding tax liabilities, audits, Tax Court Litigation and in criminal matters. He has represented over 1000 clients in his practice and takes the time to get to know each client on a personal level. Mr. McCauley received his Juris Doctor from Villanova University School of Law. After his first year of law school, Mr. McCauley was a summer clerk for Resident Judge Witham in the Delaware Superior Court. After his second year,...

Rated among the top three tax practices in Philadelphia for 2024 by the Philadelphia Inquirer, Jared practices business, corporate, and tax law. Jared focuses his practice on all manner of corporate transactions and matters, including formations, liquidations, mergers, negotiating commercial agreements, non-profit entity and S Corporation compliance, and more. He particularly enjoys helping start-up clients navigate legal hurdles. Aside from general corporate expertise, his niche specialty lies in transactional tax matters, and includes tax structuring and analysis attendant to corporate transactions as well as advising clients on tax considerations in connection with debt financing, choice of entity questions, and M&A....

Kathleen M. Thomas concentrates her practice in the areas of municipal law, small business, non-profit law, and civil litigation. Kathleen is also experienced in other areas of municipal law, including Right to Know, land development, zoning, code enforcement and litigation.

Recognized as an expert in the areas of Pennsylvania Act 511 taxation, Kathleen serves as Special Act 511 Tax Counsel to the Townships of Lower Merion and Abington, among others. She also serves as the Act 511 Hearing Officer to multiple municipalities in Montgomery and Delaware Counties. She also serves as Special Tax Consultant for ordinance and Regulation Revision and litigation...