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Self-Study CPE
MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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Free cpece webinars
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
CPE Credits 1.5 hours
CE Credits 1.0 hour
Course Id# - HURS9-T-00810-20-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

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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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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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.