
Harvey Schein, Joy Schein, Justin Schein, and Mark Schein pose for a family photo in 1978 (courtesy Schein Family Archives)
DEATH & TAXES: MY FATHER, OUR FAMILY, AND THE COST OF THE AMERICAN DREAM (Justin Schein, 2024)
IFC Center
323 Sixth Ave. at West Third St.
July 17–24
www.ifccenter.com
www.deathandtaxesfilm.com
“If more and more wealth can be accumulated and provided to heirs without ever paying any taxes, then we are on the way to a permanent aristocracy in America,” Clinton Labor secretary Robert Reich says in Justin Schein’s Death & Taxes, a heartfelt and passionate film opening July 17 at IFC.
More than twenty years in the making, the documentary focuses on Justin’s father’s obsession with the estate tax. Harvey Schein was a successful executive in the music industry, landing top jobs at Columbia, Sony in Japan, and Warner, although his famous temper often got him in trouble. Born in 1927 in the Bronx and raised in East New York, Harvey joined the navy, then went to school on the GI Bill and graduated from Harvard Law. He married Joy Gitlin, a dancer and social worker from toney Jamaica Estates, and they had two sons, Mark and Justin.
The film begins in 2003 as the Scheins are in their country home in Connecticut; Harvey has gathered them there to discuss what to do after he is gone.
“Welcome to a Schein family meeting,” Justin narrates in voice-over. “That’s my dad, holding forth on his favorite subject: keeping his hard-earned money from the taxman when he dies. It’s not a bad problem to have, as long as you don’t let it drive you crazy. But unfortunately it did.”
Justin, codirector Robert Edwards, and editors Purcell Carson and Brian Redondo intercut archival news footage, home movies and photos, animation, and new interviews with family members, friends, Harvey’s colleagues, and numerous economists and consultants who offer their thoughts about Harvey and taxes and how things have changed over the years.
Mark Schein talks about how saving money was a “military dictate.” Harvey’s executive assistant Yvonne Johnson calls him “frugal. . . . Everybody knows he had a very, very difficult personality.” Former CBS Records president Clive Davis notes that Harvey “had one Achilles heel in his tendency to be argumentative.”
Harvey’s parents left him nothing, so he was proud of what he built, but he wasn’t about to just hand over millions of dollars to the government to use for welfare and other programs he disagreed with. His disdain for the estate tax even led to his moving to Florida to avoid paying it, jeopardizing his marriage when Joy wanted to head back north and live in New York City.
Meanwhile, Justin, acknowledging the privilege he was born into, speaks with experts on both sides of the estate tax controversy. Republican pollster and strategist Frank Luntz, who renamed the estate tax “the death tax,” considers it “confiscation.” Americans for Tax Reform founder Grover Norquist argues, “I think the death tax does violate people’s sense of the American dream. . . . It’s up to you, and as long as you don’t hurt anybody else, nobody cares.” Heritage Foundation senior fellow Stephen Moore defends Harvey, explaining, “The evidence shows that giving money to the people is not a formula for economic success.”
Justin points out that the estate tax affects only those who are worth at least $13.6 million, a tiny minority of Americans. Institute on Tax and Economic Policy director Amy Hanauer says, “It is 0.1 percent of estates in America that have been subject to the estate tax. It is really the very, very, very wealthy.” Institute for Policy Studies senior scholar Chuck Collins, referring to “the wealth defense industry,” asks, “Should we be ruled by small numbers of wealthy families? Should they dominate our system? So it’s a very American idea to limit the concentration of power.” ProPublica journalist James Bandler posits, “The wealthy have found all sorts of legal ways to reduce their taxes, in some cases to zero.” Discussing government programs, Princeton University sociologist Matthew Desmond offers, “We’re all on the dole.” And Bootstrapped author Alissa Quart contends, “If you think you’re self-made, call your mother.”
While the right-wing news media claims that the death tax is a form of double taxation, Roosevelt Institute president and CEO Felicia Wong, Maven Collaborative economist Anne Price, and New School economist Darrick Hamilton delve into the racial wealth gap. “That kind of passing down of inequalities end up crystalized in wealth inequality,” Wong says. Hamilton adds, “Taxes are used to strategically direct resources in ways to promote economic activity; a big question is for whom.”

Harvey Schein and Joy Schein’s retirement in Sanibel, Florida, did not go as planned (photo by Justin Schein, 1994)
At the heart of the film is the concept of the American dream, something that Justin wants to be available to everyone but is distressed by people like his father who refuse to pay their fair share. Remembering his daily trip to private school, passing through minority communities in disrepair, he recalls, “Looking out the bus window as a kid, I could see that people were hurting.” Showing a map depicting the redlining of New York City, he continues, “My school bus drove right through one of these red areas; each one marks a nonwhite neighborhood excluded from loans. And without a loan, a whole segment of the population was prevented from buying into the American dream of building family wealth.”
Under the current administration, the wealth gap is likely to grow, based on projections surrounding the passage of the One Big Beautiful Bill, and the bickering over the Trump tax cuts will remain as heated as ever. Republicans will battle with Democrats, red states will feud with blue states, the rich will fight with the poor, and fathers will clash with sons.
Since this is Justin’s film, he gets the last word: “When the wealthy are able to avoid paying their share of taxes, the rest of the country gets left behind.”
The US theatrical release of Death & Taxes takes place July 17–24 at IFC. Justin Schein will be on hand for several Q&As, on July 17 at 7:00 with Patriotic Millionaires chair Morris Pearl, New York City comptroller Brad Lander, and New York Working Families Party codirector Ana María Archila, moderated by Strong Economy for All Coalition executive director Michael Kink, on July 18 at 6:35 with Collins, on July 19 at 6:35 with Desmond, and on July 20 at 1:35 with Hamilton and Stronger Together deputy director Charles Khan.
[Mark Rifkin is a Brooklyn-born, Manhattan-based writer and editor; you can follow him on Substack here.]














