Currently, all CPE and networking events are offered virtually only. Visit our updated catalog »

Webinar (CA): Asset Protection

Description

Safeguarding assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Planning skills for specific creditors, such as plaintiffs’ attorneys and lenders holding personal guarantees. Learn techniques to protect common assets, including homes, 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. Especially the implementation of last-minute planning. Case studies illustrating the effectiveness of various structures.

Learning Objectives

• Identify specific planning and structuring techniques.
• Recall underlying substantive law and its practical application.
• Determine how and when to implement each structure and for 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.

Major Topics

• 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

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

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

Prerequisites

Basic knowledge of business entities, income, estate and gift taxes.

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Nov 4, 2021
11:00 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

MEMBER


$ (% off)
$79.00

NON-MEMBER


$ (% off)
$109.00
Become A Member

Register for this Event

Webinar (CA): Asset Protection


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×