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Asset Protection

Available Until

CalCPA Webcasts

Online, OK 00000

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2.00 Credits

Member Price $69

Non-Member Price $89

Overview

The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

Highlights

  • Basic protection concepts and fraudulent transfers
  • Insurance
  • Individual titles and sole proprietorship
  • Corporations
  • Trusts
  • Co-tenancies
  • Partnerships
  • Limited liability companies
  • Marital property & separate property
  • Premarital and post-nuptial agreements

    • Prerequisites

    General understanding of federal income taxation.

    Designed For

    CPAs and other business and finance professionals.

    Objectives

  • Understand misconceptions and key reasons for asset protection.
  • Learn how entities and ownership types affect asset protection.
  • Explore property laws and agreements for individual protection.

    Preparation

    None.

    • Non-Member Price $89

    Member Price $69

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