NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Estate Planners must be aware of opportunities and risks involved in designing and implementing estate and estate tax plans. Risks include scrutiny by the IRS, Audit representation cost, and possible taxes, interest, and penalties that can be imposed when there is a disagreement over tax reporting or treatment of a particular strategy or entity or situation.
This intermediate presentation will review primary planning strategies, entities, and arrangements with a view towards how the IRS may treat various situations from an audit and tax interest and penalty stand point. The viewer will receive practical and technical guidance along with explanations of strategies and communications that can be important with respect to this subject matter.
Alan S. Gassman is a board certified Trust and Estates lawyer. He is the founder of the Clearwater, Florida law firm called Gassman, Crotty and Denicolo, P.A., which is an 8 lawyer firm that focuses on the representation of high net worth families, physicians, and business owners and their companies in estate planning, taxation, and business and personal asset structuring. Mr. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI). He is also a past President of the Pinellas County Estate Planning Council and has also co-chaired over 40 Florida Bar continuing legal education programs, including over 15 years each for Wealth Protection and Representing the Physician. Mr. Gassman is the co-creator with Professor Jerry Hesch of the EstateView Software.
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The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
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To Register: Click on "register here" on the page associated with the program you will be attending live or on-demand.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
