CPAacademy.org | TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING

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Tools and Strategies to Avoid Estate Planning Tragedies

Taxes

TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES

CPE Processing Fee$25.00

Webinar TranscriptionN/A

Presentation Length Hour(s)1.0 hour

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes

CE Credits 0.0 hours

Course LevelBasic

Instructional MethodQAS Self-Study

PrerequisitesNone

Advance PreparationNone

Recorded DateMay 14, 2022

Date OfferedMay 15, 2023

Expiration DateMay 15, 2024

Who Should AttendAttorney
CPA - small firm
CPA - medium firm
CPA - large firm
Other

Course Description

It takes more than knowledge and revocable trusts to facilitate estate tax planning for wealthy families. In addition, the IRS has been regularly attacking certain effective estate tax planning tools because of chinks in the armor that planners must be aware of. This presentation will discuss primary and effective strategies for estate tax avoidance, and how to avoid having "chinks in the armor" that can cause tragedy instead of success.

Learning Objectives:

Identify primary and effective strategies for estate tax avoidance

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.

FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Gassman toolsandstrategiestoavoidestateplanningtragedies

Handout Materials

Presentation Slides

Additional Materials

Glossary

Webinar Technical FAQs

Review Questions

Review Questions
QUESTION 1: 0:33:53 minutes
QUESTION 2: 0:46:22 minutes
QUESTION 3: 0:56:26 minutes

Frequently Asked Questions

CPAacademy self-study courses are online.
The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
Per NASBA guidelines, you have one year from date of purchase to complete each program.
Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
Print your own certificate of completion on the spot upon passing the exam.
Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Review Questions
Final Exam

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Alan Gassman

Gassman, Crotty & Denicolo, P.A.
President
agassman@gassmanpa.com
(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.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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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.