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Creative Trust Planning to Save Taxes Under Section 199A And Otherwise



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Section 199A gives the opportunity to save 20% from otherwise applicable tax rates
for high income taxpayers who would otherwise not qualify under the SSTB (Specified
Service Tade or Business) and Wage/Qualified Property requirements that apply to them. 
 
Trusts of many varieties can come to the rescue for many Taxpayers in many situations
that have not been considered by most planners, and traps for the unwary exist as well. 
 
Please join us for this 90 minute presentation which will cover the following, in addition
to suggested trust language and sample client explanation letters that can be put to good
use immediately after this program.  :
 
1.  How Section 199A applies to high bracket taxpayers who can not normally qualify
for the deduction. 
 
2.  Using arms length management companies for SSTB's that must be owed by liscensed
professionals. 
 
3.  How to avoid related party rules to enable relatives and employees to facilitate tax 
savings. 
 
4.  How to avoid taxes when the Kiddie Tax applies.
 
5.  How to use old and cold and multiple purpose separately taxed trusts to avoid income
taxes. 
 
6.   How to use ESBT's and QSST's for S corporation 199A and associated planning. 
 
7.  How to used leveraged real estate and capital based business situations to save both
income and estate tax. 
 
8.  The great utility of Section 678. 
 
9.  The 10 biggest Section 199A traps.
 
And much more.      


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Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times. You can contact Alan at agassman@gassmanpa.com for more information with respect to these programs. 



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