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The Estate Planner's Update: Tax and Florida Law

SKU: EST5500
Total Credits
1 - 1.2
Price$50
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs

Description

Join Alan Gassman and Brandon Ketron for this whirlwind tour of planning information, structuring, and tax and legal issues and opportunities.

This CLE presentation reviews current developments regarding estate planning and federal and state transfer taxation, including the Internal Revenue Service's final regulations regarding portability, the new income tax basis consistency requirements under the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, the Service's new rules regarding issuance of estate tax closing letters, and the Service's proposed regulations under Section 2704 of the Internal Revenue Code regarding valuation discounts. The speakers will also discuss drafting estate planning documents to comply with and take advantage of current transfer tax laws, and transfer tax vs. income tax basis planning. The program also includes a review of the transfer tax and related income tax proposals in the Trump Administration's fiscal year 2017 Greenbook, and how they could affect estate and tax planning decisions if enacted.

Lecturer Bios

Alan S. Gassman, J.D., LL.M

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 the areas of trust and estate planning, taxation, 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.

To learn more about Alan visit his website http://gassmanlaw.com/attorney/alan-s-gassman

Brandon L. Ketron, Esq.

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.



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