Content Provider
Gassman crotty den

Self-Study CPE
FRINGE BENEFITS ALPHABET SOUP
View Details/Register
AMENDING TAX RETURNS: THE X FACTOR
View Details/Register
2022 FILING SEASON CHANGES FOR 1099 REPORTING
View Details/Register
BUSINESS TAX UPDATE 2022
View Details/Register
INDIVIDUAL TAX UPDATE 2022
View Details/Register
CRYPTOCURRENCY TAXATION: WHAT PRACTITIONERS NEED TO KNOW
View Details/Register
CRYPTOCURRENCY TAX UPDATE 2022
View Details/Register
IRS FORM 1040 SCHEDULES C AND E: SIMILARITIES AND DIFFERENCES
View Details/Register
AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
View Details/Register
THE SECTION §199A PASS-THROUGH DEDUCTION
View Details/Register
HOME OFFICE DEDUCTION
View Details/Register
TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
View Details/Register
EDUCATION TAX BENEFITS
View Details/Register
AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
View Details/Register
FEDERAL INCOME TAX CHANGES - 2022
View Details/Register
EARNED INCOME TAX CREDIT
View Details/Register
EARNED INCOME TAX CREDIT DUE DILIGENCE
View Details/Register
TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
View Details/Register
TAX TREATMENT OF SICKNESS AND INJURY PLANS
View Details/Register
TAX TREATMENT OF LIFE INSURANCE PROCEEDS
View Details/Register
MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
View Details/Register
TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
View Details/Register
HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
View Details/Register
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
View Details/Register
UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
View Details/Register
FBARS AND ENTITIES: WHO MUST FILE?
View Details/Register
ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
View Details/Register
DYNAMIC & CREATIVE CHARITABLE PLANNING: CLAT PLANNING
View Details/Register
FAMILY INSTALLMENT SALE PLANNING FROM A TO Z
View Details/Register
THE MATHEMATICS OF ESTATE TAX PLANNING (PART 2)
View Details/Register
INTRO TO CRYPTOCURRENCY AND TAXES
View Details/Register
THE MATHEMATICS OF ESTATE TAX PLANNING AND MORE
View Details/Register
ASSET PROTECTION MEETS ESTATE TAX PLANNING
View Details/Register
THE MATHEMATICS OF ESTATE TAX PLANNING AND MORE (PART 3)
View Details/Register
Self study cpe
Tools and Strategies to Avoid Estate Planning Tragedies

TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES

CPE Processing Fee$20.00
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 14, 2022
Expiration DateMay 14, 2023
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
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.

Loading ...

Loading ...
Linkedin
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.
 

 

Nasba
Logo qas

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

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.