Content Provider
Gassman crotty den
Gusti middlebanner 022421
Handout Materials
Presentation Slides
Free cpe webinars
Dynamic & Creative Charitable Planning: Putting it all Together with Examples

DYNAMIC & CREATIVE CHARITABLE PLANNING: PUTTING IT ALL TOGETHER WITH EXAMPLES

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

In the previous four parts of this series, we explored the unique tools every high-level CPA should be aware of when assisting clients in charitable planning. In this final webinar of the series, we highlight the interactions, flexibilities, and drawbacks of all topics covered by using illustrative scenarios with tangible numbers to solidify your authority on the subject.

Learning Objectives:


  • Identify lessons learned from the first four parts of this learning series

  • Recall Charitable Lead Annuity Trusts (“CLATs”) and Charitable Remainder Unitrusts (“CRUTs")

  • List real-world examples of effective charitable planning for clients

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin
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.

Gassman crotty den

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. He received his undergraduate degree from Roanoke College, where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is licensed to practice law in the State of Florida and is a licensed CPA in Florida and Virginia.

Linkedin
Dechert llp

Michael A. Lehmann advises tax-exempt organizations on a wide variety of global tax matters. He has extensive experience representing nonprofit organizations, including healthcare providers, social services agencies, alcohol and substance abuse centers, scientific research organizations, religious organizations, museums, trade associations, private foundations, arts, community development, and social welfare organizations. Mr. Lehmann counsels clients on obtaining and maintaining federal, state, and local tax-exemption; obtaining real property tax exemption; executive compensation; joint ventures and partnerships between non-profit and for-profit organizations; employee benefits; tax disputes, audits, controversies, and protests involving the Internal Revenue Service, the New York State Department of Taxation and Finance and the New York City Department of Finance.

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.