Who We Serve

Our team at Gassman & Gassman CPA PC serves a wide variety of affluent individuals and families; over the years we’ve developed valuable areas of knowledge through our work with a number of specialized groups. Our work with these clients provides us valuable insight into the nuances of tax-related issues that are unique to the following:

  • Affluent Retirees
    Lump sum payout vs. annuities • Tax-efficient retirement income distribution strategies
  • Athletes & Entertainers
    Tax shelters • Tax-focused retirement planning • Multistate tax compliance • Agent commissions
  • Entrepreneurs, Business Owners & Executives
    Buy/sell strategies • Business entity selection • Concentrated position strategies • Family trusts • Risk protection • Tax shelters • Succession planning • Estate tax liability funding • Deferred compensation • Wealth transfer
  • Real Estate Investors
    Active vs. passive taxation • Material participation rules • Risk protection • Tax shelters
  • Expatriate, Multinational Professionals & Legal Immigrants
    Reporting of foreign assets • Tax treaties • Dual residency issues • Worldwide vs. territorial income