A Deep Dive Into Tax-Informed Planning
Alan Gassman discusses the various tax intricacies covered in The College’s new TPCP™ Program.
Author
Michael Finke
PhD, CFP®
Subscribe to Newsletter
Related Posts
MRG Consortium Meeting and Participation MRG Networking Lounge
View DetailsThank You From Our Scholars
View DetailsDiversity, Equity & Inclusion Podcasts
November 04, 2024
Tax planning today can be extremely complex, yet it is something most financial advisors engage in with clients — whether they realize it or not. This makes the knowledge of thought leaders behind The College’s new Tax Planning Certified Professional™ (TPCP™) Program indispensable to building a stronger practice.
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
Related Posts
MRG Consortium Meeting and Participation MRG Networking Lounge
View DetailsThank You From Our Scholars
View Details