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Charitable Solutions for Wealthy Clients of Caring CPAs: Strategies & Traps

CHARITABLE SOLUTIONS FOR WEALTHY CLIENTS OF CARING CPAs: STRATEGIES & TRAPS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 18, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

This is a 2-part series. Part 2 is available HERE.

Gassman, Crotty & Denicolo, P.A. recently reviewed a new analytical outline on the charitable options that are available to affluent charitable individuals. The charts and explanations cover many aspects of the various charitable entities and handle different types of assets, entities, and income streams that may be inherited.

 Learning Objectives:


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

  •  List tax and practical implications that advisors need to know about and be able to communicate

  •  Determine little-known strategies that can be extremely valuable for tax savings and simplicity purposes

  •  Recognize traps for the unwary and common myths and mistakes to be avoided

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gassman crotty den

Christopher J. Denicolo, J.D., LL.M. is a partner at Gassman, Crotty & Denicolo, P.A., where he practices in the areas of estate, tax, and trust planning, taxation, physician representation, corporate and business law, probate and trust administration, and asset protection.

Mr. Denicolo is the author of several noted articles in the Florida Bar Journal, BNA Tax & Accounting, BNA Estates, Gifts and Trusts Journal, Estate Planning Magazine, and Leimberg Information Services, Inc. He, Alan Gassman, and Kenneth Crotty are the co-authors of the BNA book Estate Tax Planning in 2011 & 2012. 

Mr. Denicolo received a Master of Laws (LL.M.) in Estate Planning from the University of Miami, a Juris Doctor from Stetson University College of Law, a Masters in Business Administration from Stetson University, and a Bachelor of Arts and a Bachelor of Science from Florida State University.

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Karl Mill

Mill Law Center
Founding Attorney
karl@mill.law
(415) 234-3349

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Prior to founding Mill Law Center, Karl Mill was a partner at a boutique law firm serving non-profits and their donors. Karl continues to advise a broad range of non-profit organizations, including everything from the most innovative start-ups to some of the largest, most established foundations and charities around the country. 

Karl’s philosophy is to apply his years as a lawyer and educator to provide clear, actionable legal advice and support to non-profits. Karl’s areas of expertise include private foundations, public charities, impact investment, social enterprise, and charitable gift planning. 

Karl graduated from Columbia Law School in 2013 and practiced trust, estate, and tax law for several years at DLA Piper.

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.