Phyllis Epstein
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 and procedural problem solving.
