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Free cpece webinars
Managing a Family's Complex Wealth Structure (Part 3)

MANAGING A FAMILY'S COMPLEX WEALTH STRUCTURE (PART 3)

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-01533-23-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Join Alan Gassman and Chris Roe for Part 3 of discussing a Family's Complex Wealth Structure. This webinar is specifically tailored for families who wish to gain a thorough understanding of the intricacies and challenges associated with estate planning and building a wealth structure. Participants will gain the knowledge and skills required to navigate the complexities of estate planning while proactively addressing potential audit triggers and complying with IRS guidelines.

Learning Objectives:


  • Recall how a deeper understanding of estate planning and tax law can be applied to one’s own financial planning or used to assist clients with their estate planning needs

  • Identify how to work with other professionals, such as attorneys, accountants, and financial planners, to develop comprehensive estate plans that incorporate advanced estate tax techniques and charitable giving strategies

  • Outline a pictorial summary of charitable entities and the assets that can be contributed to them

CLICK HERE for Part 1: Designing and Building a Family's Complex Wealth Structure
CLICK HERE for Part 2: Implementing a Family's Complex Wealth Structure
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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 webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.

 

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Chris founded Rx Wealth Advisors, LLC in 2019 to serve the complex needs of high-net-worth and ultra-high net-worth families. Chris routinely works with business owners, executives, and high-earning professionals.
 
During his 25-year tenure in public accounting and at an independent private wealth advisory firm, he honed his proficiency in navigating the complex financial and tax landscapes wealthy families face. This expertise has been invaluable in guiding ultra-high net-worth families through the intricacies of financial, business, tax, charitable, and estate planning, ensuring they maximize their financial advantages while safeguarding their assets.
 
His academic achievements, including a bachelor’s degree in accounting and entrepreneurial Studies and a master's degree in taxation, have provided a strong foundation in finance and tax-related matters. Chris is also a Certified Public Accountant (CPA) and holds the prestigious Personal Financial Specialist (PFS) certification.

Additional Materials
Webinar Technical FAQs
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.
Nasba

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

Irs

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 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.