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CREATIVE PLANNING WITH FLOW THROUGH ENTITIES, INCLUDING 199(A) NEW IDEAS



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Join Alan Gassman, Ken Crotty, Chris Denicolo, and Brandon Ketron on Thursday February 1st @ 3pm est for a webinar focused on creative planning with flow through entities. This will include a discussion of the impact the Section 199A deduction and the many planning opportunities and pitfalls that planners must consider and implement for their clients. It will include detailed advisor guidance and client explanation charts, letters, and trust, installment sale, and S corporation document provisions that planners can use to implement many of the ideas that will be shared.

The discussion and materials will include:

1. Road maps for a complete concise understanding of Section 199A and Flow Through Entity Planning.

2. Checklists and flow charts to identify and handle various categories of situations that may arise.

3. Resolving confusion over whether wages can be paid by non corporate entities, fiscal year planning, multi tier structures and other traps for the unwary.

4. The effect that the Section 199A deduction and other recent tax law changes will have on various common and not so common situations, with planning strategies and discussion.

5. A comparison of C-Corp vs. 1202 Corp vs Flow Through Entity Taxation - When is one better than the other?

6. Planning ideas that impact income measurement, deduction limitations, estate tax exposure, basis planning, and creditor protection planning in the new world of Flow Through Entities.

7. Expected IRS guidance and needed flexibility to rearrange situations when the rules are more thoroughly described and changed.



There will be no CE for this webinar


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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. 

Brandon Ketron, J.D., LL.M., CPA, is an associate at the law firm of Gassman, Crotty & Denicolo, P.A. in Clearwater, Florida and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon attended Stetson University College of Law where he graduated cum laude, and received his LL.M. in Taxation from the University of Florida. He received his undergraduate degree at Roanoke College where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is also a licensed CPA in the States of Florida and Virginia. His email address is brandon@gassmanpa.com.

 

Christopher Denicolo, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. He has co-authored several handbooks that have been featured in Bloomberg BNA Tax & Accounting, Steve Leimberg's Estate Planning and Asset Protection Planning Newsletters and the Florida Bar Journal. is also the author of the Federal Income Taxation of the Business Entity Chapter of the Florida Bar's Florida Small Business Practice, Seventh Edition Mr. Denicolo received his B.A. and B.S. degrees from Florida State University, his J.D. from Stetson University College of Law and his LL.M. (Estate Planning) from the University of Miami. His email address is christopher@gassmanpa.com.

 

Kenneth J. Crotty, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo, P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. Mr. Crotty has co-authored several handbooks that have been published in BNA Tax & Accounting, Estate Planning, Steve Leimberg’s Estate Planning and Asset Protection Planning Newsletters and Estate Planning magazine. Mr. Crotty is a co-author of the BNA book Estate Tax Planning in 2011 & 2012. His email address is ken@gassmanpa.com.



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