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All CPAs serving clients with charitable intentions need to know what entities and assets can be used to provide the best possible tax results while simultaneously helping charitable and family causes. Mutually beneficial arrangements are certainly available, and we can all enjoy doing good by doing well.
Learning Objectives:
- Determine what entities can receive gifts of appreciated assets, including family foundations and private operating foundations
- Recognize to what extent a donor or family members can retain possession and control of artwork and collectibles that have been donated to charity
- Identify how to handle appreciated and depreciated real estate, rental arrangements, and debt-financed assets
- Determine how to give part ownership of a business entity to charity without surrendering voting control
- Determine how a charity can make appropriate use of an asset to assure deductibility based upon fair market value and not basis
Alan Gassman
Gassman, Crotty & Denicolo, P.A.
President
[email protected]
(727) 442-1200
Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.
Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.
Brandon Ketron
Gassman, Crotty & Denicolo, P.A.
Associate Attorney
[email protected]
Brandon Ketron is an associate at the law firm of Gassman, Crotty, and Denicola, P.A. and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon graduated from the University of Florida in May of 2016, where he received his LLM in Taxation. He received his JD from Stetson University College of Law and graduated cum laude. Brandon received his undergraduate degree from Roanoke College, where he graduated cum laude with a Business Administration degree and concentrations in accounting and finance. Brandon is licensed to practice law in Florida and is a licensed CPA in Florida and Virginia.
About Our Presenter
Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.
Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.
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