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Free cpe webinars
Dynamic Planning for Professionals and Their Entities


Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 17, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Series: Estate Planning
Course 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:

  • Understanding how creditor protection works in a professional entity

  • Knowing 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.

  • Section 199A planning techniques where tax savings can go hand in hand with better protecting the family.

  • What to do with practice real estate

  • Estate tax planning for professional practices

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Gassman crotty den

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 Presenter

Gassman crotty den

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.