Alan Gassman of Gassman, Crotty & Denicolo, P.A., located in Clearwater, Florida, was founded in 1987 to provide legal representation to physicians, business owners, and successful retirees with an emphasis on wealth preservation, estate and estate tax planning, taxation, and business and health law matters. Our team’s first and foremost goal is to provide effective representation in a timely and result-oriented manner. We often refer to outside Co-Counsel with subspecialist lawyers in many areas to provide the best solutions and results for our clients.
On February 23, 2022, the IRS issued very extensive Proposed Regulations with a Preamble totaling 275 pages which include many... View Article
EXECUTIVE SUMMARY: The Biden 2-Step is a nickname used by the authors to describe a traditional installment sale to a... View Article
The House Ways and Means Committee released 881 pages of proposed legislation on September 13th to give a nation full... View Article
A great many wealthy taxpayers were given a not so welcome jolt of energy and fear last week when the... View Article
QUESTION: What can direct payment of tuition extend to be an “excluded gift” to avoid gift tax treatment? SHORT ANSWER: Tuition... View Article
First, a new and improved summary of the central findings of Morrissette II. On May 13, 2021, a Tax Court... View Article
Rethinking client trust logistics with a new powerful catalyst. Hats off to the members of the Probate and Trust Tax Law... View Article
The authors recently prepared such a letter to a sophisticated retired CPA client that was largely similar to the following,... View Article
FLEXIBILITY IN UNCERTAIN TIMES-EXPLAINING THE SPOUSAL LIFETIME ACCESS TRUST TO CLIENTS A Spousal Lifetime Access Trust (“SLAT”) is a trust... View Article
“Under the American Rescue Plan Act of 2021, $28.6 billion worth of tax-free grants will become available to restaurants, bars,... View Article
