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The proposed Sanders’ Estate and Gift Tax law is causing much attention and focus among affluent individuals. Tax advisors must be prepared to answer the most pressing question: “How can I best act to protect my wealth from the Federal Estate Tax?”
Tax experts must understand how to take advantage of the techniques that may be lost or changed, and what to do to accelerate planning and be aware of future changes.
Join Alan Gassman and Brandon Ketron for this CPAacademy.org webinar detailing the proposed Sanders bill along with an action plan with respect to what to do for clients.
Learning Objectives:
- Outline how to explain the new bill - obvious and not so obvious repercussions
- Identify ways to calculate how the new law may impact a typical family, and what they could do if the law changes
- Summarize reversible and changeable irrevocable trusts that may be used now and how they may be adapted later on
- Determine what discount arrangements may apply if the new law passes
Alan Gassman
Gassman, Crotty & Denicolo, P.A.
President
[email protected]
(727) 442-1200
Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.
Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.
Brandon Ketron
Gassman, Crotty & Denicolo, P.A.
Associate Attorney
[email protected]
Brandon Ketron is an associate at the law firm of Gassman, Crotty, and Denicola, P.A. and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon graduated from the University of Florida in May of 2016, where he received his LLM in Taxation. He received his JD from Stetson University College of Law and graduated cum laude. Brandon received his undergraduate degree from Roanoke College, where he graduated cum laude with a Business Administration degree and concentrations in accounting and finance. Brandon is licensed to practice law in Florida and is a licensed CPA in Florida and Virginia.
About Our Presenter
Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.
Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.
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