Memberships

Florida Bar

Certifications

LL.M. in Taxation

Education

University of Florida, LL.M., Taxation, 2024
Stetson University College of Law, J.D., cum laude, 2023
The College at Brockport, State University of New York, B.S., summa cum laude, 2019

Publications

Alan Gassman, Karl Mill & Peter Farrell, The Advisor’s Guide to Charitable Giving, Organizations, and Creative Structuring (Nat’l Inst. for Charitable Educ. 2022).

Bloomberg Tax Management Estates, Gifts, and Trusts Journal
Alan Gassman, Dakotah Flint & Peter Farrell, Walls and Bridges: A Short Guide to Private Foundation Self-Dealing Rules and Exceptions, 48 Tax Mgmt. Ests., Gifts & Trs. J., no. 2, Mar. 9, 2023.

Alan Gassman, Karl Mill & Peter Farrell, The 501(c)(4) Strategy, 48 Tax Mgmt. Ests., Gifts & Trs. J., no. 1, Jan. 12, 2023.

Leimberg Information Services Inc. Newsletter Articles
Alan Gassman, Kenneth Crotty, Brandon Ketron & Peter Farrell, Revenue Ruling 2023-2 Got It Wrong? The Case for a Stepped-Up Basis When the Grantor Dies (Apr. 3, 2023).

Alan Gassman & Peter Farrell, SECURE 2.0 Chart (Jan. 13, 2023).

Alan Gassman, Michael Markham, Peter Farrell, Brock Exline & Samuel Craig, Kearney Construction Co., LLC v. Travelers Casualty & Surety Co. of Am.: Governor Vetoes Kearney Patch Bill, Blanket Lien Agreements May Obliterate IRAs (Aug. 16, 2022).

Florida Bar Journal

Alan Gassman, Brock Exline & Peter Farrell, Designing Trust Systems for Florida Residents: Planning Strategies, Things You Should Know, and Traps for the Unwary, 97 Fla. B.J., no. 4, July/Aug. 2023.