Members Only - Seeing is Believing: Designing and Explaining an Estate Tax Plan in an Effective Manner
Seeing is Believing: Designing and Explaining an Estate Tax Plan in an Effective Manner
Date: August 20, 2024
Time: 11:00am - 12:00pm
Location: Virtual
Speaker: Alan Gassman | Gassman, Crotty & Denicolo, P.A.
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Date: August 20, 2024
Topic: Seeing is Believing: Designing and Explaining an Estate Tax Plan in an Effective Manner
Speakers: Alan Gassman, Gassman, Crotty & Denicolo, P.A.
About the presentation: This 60-minute session will provide a comprehensive review of Alan Gassman's EstateView Estate Planning Software. Attendees will learn effective strategies for designing and explaining estate tax plans to clients. The presentation will cover key features of the software, including its user-friendly interface and advanced tools for estate planning. Participants will gain insights into creating clear and concise estate tax plans that clients can easily understand, enhancing client satisfaction and compliance with tax regulations.
To register for this session, CLICK HERE for the link for the session.
CPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance
CPE Information for CPAs
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will:
Learning Objectives:
Upon completion of this course, you should be able to:
• Utilize EstateView software to design comprehensive estate tax plans.
• Explain complex estate tax concepts in an understandable manner.
• Enhance client understanding and satisfaction through effective communication.
• Ensure estate tax plans comply with current regulations.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Additional Information:
Delivery Method: Group Live/Group Internet Based
Program Level: Basic
Pre-requisite: NONE
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis 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.
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP
Upon completion of this course, you should be able to:
• Utilize EstateView software to design comprehensive estate tax plans.
• Explain complex estate tax concepts in an accessible manner.
• Enhance client understanding and satisfaction through effective communication.
• Ensure estate tax plans comply with current regulations.
About the Speaker:
Alan Gassman is a prominent estate planning attorney and founder of Gassman, Crotty & Denicolo, P.A. With extensive experience in estate planning, taxation, and trust administration, Alan is a frequent speaker on estate planning topics and the creator of EstateView software. His expertise in explaining complex tax concepts in a straightforward manner has made him a highly sought-after speaker and consultant in the estate planning community.
