NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Presented by National Association of Estate Planners & Councils
Wednesday, October 11, 2023
3:00pm - 4:00pm ET
Speaker: Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
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.
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.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
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 firstname.lastname@example.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.