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What to Do Now for Your Best Clients: Tax and Estate Planning Strategies

WHAT TO DO NOW FOR YOUR BEST CLIENTS: TAX AND ESTATE PLANNING STRATEGIES

Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 6, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar is a special presentation for the annual Tax Seminar Series held by the Zicklin School of Business at Baruch College.

The COVID-19 crisis and a possible regime change in Washington D.C. provide many opportunities and a perfect storm for many families regarding dynamic planning to save taxes and preserve assets while mitigating the risks faced by many successful families. Spectacularly low-interest rates, high mortality risks for older clients, and the possibility of taking substantial discounts concerning the value of privately held businesses and real estate allow for dramatically effective estate tax planning for our best clients.

Additionally, adequately structured trusts and layered entities can protect against possible future creditors, undue influence, and income and estate taxes. This presentation will provide planners with dynamic strategies that are often not well known or understood conversation points and client-friendly charts and explanations.

Learning Objectives:


  • Identify how to apply estate tax planning techniques that work well in challenging economic times

  • List methods to best plan for clients who may have a short term but appreciably high risk of mortality

  • List methods to make LLCs and other entities more bullet-proof from possible IRS tax and creditor challenges

  • Recognize methods to help clients engage in planning that can dramatically reduce the value of assets exposed to estate taxes and creditors in ways that can be unwound in a few months

  • Identify a categorical understanding of client circumstances and what planning techniques will work best for them using a menu approach

  • Recall the EstateView Estate Tax Illustration and Planning software that will be given to all Baruch program attendees for use with their clients

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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 national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute, and at many other conferences and webinars.

About Our Sponsor

Baruch college stacked logo
The Robert Zicklin Center for Corporate Integrity (RZCCI) is a forum for discussion of a broad range of issues confronting U.S. corporations and capital markets. The Center prepares you to overcome challenges facing today’s business world and empowers you to make the best decisions on behalf of your organization.

Established in 2002, the Center aims to further the discussion of corporate behavior and issues, fostering interaction among corporate leaders, regulators, scholars, and students. It increases the awareness of ethics in the classroom and in students’ lives while raising the ethical climate of American business to a higher plane.