Estate Tax Planning from A to L 1.5 Credits
Estate Planning Essentials Series- Part 1
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Estate tax planning is critical for high-net-worth individuals aiming to preserve their wealth for future generations.
This webinar covers estate tax strategies from A to L as part of a comprehensive A-Z series on estate planning. It will equip you with the knowledge and tools to incorporate these strategies into your practice. Whether you are an accountant, CPA, or financial advisor, this webinar will help you better support your clients by enhancing your expertise in estate tax planning.
Our expert speaker, Alan Gassman, will guide participants through the fundamental mechanics of estate tax and introduce some of the most commonly utilized strategies to optimize tax efficiency. This CE Course will be precious for advisors working with clients who must address estate tax planning, ensuring they are equipped with the latest techniques and insights. It will be exciting and valuable to all advisors with clients who must address estate tax planning. The techniques to be discussed include portability, creditor shelter trust, annual gifting, discounted annual gifting, and transfers on death to charity.
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Join this CE Course and don’t miss the opportunity to advance your skills and provide your clients with top-tier estate planning advice.
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Alan S. Gassman is a board certified Trust and Estates lawyer practicing with the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which he founded in 1987. The firm focuses on the representation of high net worth families, physicians, and business owners and their companies in estate planning, taxation, and business and personal asset structuring.
Mr. Gassman is the primary creator and developer of EstateView software, which allows for the design, illustration and analysis of estate tax, estate planning and charitable strategies. Jerry Hesch, Jonathan Blattmachr, Robert Keebler and Mr. Gassman serve as the Creative Team that continues to develop this software.
He is also the lead author of many books, including Gassman and Markham on Florida and Federal Asset Protection Law, The Estate Planner's Guide to Bankruptcy, Florida Law for Tax, Business & Financial Planning Advisors, Eight Steps to a Proper Florida Trust and Estate Plan, A Practical Guide to Kickback & Self-Referral Laws for Florida Physicians, The Florida Power of Attorney & Incapacity Planning Guide, The Florida Advisor’s Guide To Counseling Same Sex Couples, and is co-author of the Legal Guide To NFA Firearms and Gun Trusts, among others.
Mr. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI).
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MD
Program outstanding in presentation and the software used in the valued information for the Professionals as well as the Client Understanding in a permanent formate.
ES
Enjoyed learning about Estate View and the interaction of the software help see how estate planning impact the tax liability in real time.
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