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AICPA National Tax & Sophisticated Tax Conferences with Private Foundation Summit 2020


SOP2007 - Dynamic Planning for Professionals and Their Entities


Nov 16, 2020 5:20pm ‐ Nov 16, 2020 6:10pm

Description

Professional practices and their owners are common targets for aggressive lawsuits which are commonly based upon bad results from the litigation system. Others pay more in taxes than they need to, and many have estate tax challenges that are not recognized or addressed. Many advisors are not aware of a number of ways that their clients can be much better protected from liability, income taxes, estate taxes, and other threats to wealth and wellbeing.  

This presentation will provide attendees with a number of strategies, explanatory materials and client friendly charts to apply the methods discussed immediately after review.

Learning Objectives:
  • Assessing estate tax planning for professional practices.
  • Understanding how creditors work in a professional entity.
  • Analyzing what strategies are good and genuine and what strategies are not appropriate or actually used by professionals.
  • Understanding the exposure of the professional who may assist with this planning.

Speaker(s):

  • Alan Gassman, J.D., LL.M., Board Certified in Wills, Trusts and Estates, Founding Partner, Gassman, Crotty & Denicolo, P.A.
Tags: SOP
Category: Concurrent Session (Online)

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