A Deep Dive Into Tax-Informed Planning

In this episode of our Shares podcast, Michael Finke, PhD, CFP® joins one of those thought leaders — Alan Gassman, JD, LLM, AEP® — for an in-depth discussion of tax law and planning, as well as the impacts tax can have on all stages of a client’s life. They examine the connections between taxes and family expenses, small business growth, retirement and legacy planning, and more to show how tax-informed planning can take your practice to the next level.

Alan Gassman, JD, LLM, AEP® is a senior partner at the law firm of Gassman, Crotty, and Denicolo in Clearwater, Florida and an expert in tax law, specializing in the areas of trust and estate planning, taxation, wealth preservation, and the representation of physician and medical practices. Gassman speaks at many tax conferences, national programs, and national and local webinars, and is one of the featured thought leaders in The College’s Tax Planning Certified Professional™ (TPCP™) Program. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer-reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI), as well as many books on tax planning and law. He has also been recognized several times as a top lawyer in the state of Florida and the country by several prestigious industry lists including Who’s Who in American Law and the AV® Preeminent™ Peer Review RatedSM by Martindale-Hubbell®.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

More From The College

• Learn More About Our Tax Planning Certified Professional™ (TPCP™) Program
• Watch the Webinar on How to Integrate Tax Planning Into Your Practice