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22WC-1097: Asset Protection (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, January 23, 2023
12:00pm - 2:00pm Central Time
2 CPE (2 technical)

Protect assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities, trusts, and offshore structures. Learn how to protect from specific creditors, such as plaintiffs' attorneys, federal agencies, and lenders holding personal guarantees. Master techniques to protect homes, rental properties, bank and brokerage accounts, businesses, professional practices, and retirement plans. An extensive focus on the practical aspects of planning. What works and what doesn't. The discussion will cover case studies illustrating the effectiveness of various structures.

Major subjects

  • Planning aspects
  • Legal theories
  • Protecting assets
  • Planning before and after lawsuits
  • Using business entities, including domestic and foreign corporations, LLCs and LPs
  • Planning for married couples and community property
  • Picking correct entities and jurisdictions
  • Domestic and foreign asset protection trusts

Learning objective(s)

  • Identify specific planning and structuring techniques.
  • Recall underlying substantive law and its practical application.
  • Determine how and when to implement each structure and what type of asset and client.
  • Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders, etc.

Who should take this program?

CPAs, attorneys, financial planners, real estate investors and business owners.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $109.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmarkStandard Nonmember Fee $109.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Basic knowledge of business entities, income, estate and gift taxes.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.