MYCPE ONE

Asset Protection - Legal and Financial Planning Strategies 1.5 Credits 1.5 Credits

Oct 25, 2021, 04:00 PM EDT

Asset Protection - Legal and Financial Planning Strategies 1.5 Credits 1.5 Credits

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Oct 25, 2021, 04:00 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • To recognize key asset protection principles
  • To provide an overview of various strategies that can be incorporated into financial plans
  • To recognize various strategies to protect key assets
  • To identify various strategies to limit key liabilities
  • To recognize using insurance, professionals such as Doctors, Dentists, Chiropractors, Veterinarians, etc.), and attorney to zero down on the customized plan

Course Overview

DID YOU KNOW – that there are over 40 million lawsuits filed in the United States EVERY YEAR?

The best asset protection strategies involve legal tools and financial plans developed to shield valuables from lawsuits. These include analyzing a list of assets that need protection and determining which legal instrument or strategy would ideally protect each one. Examples include forming certain types of trusts and companies and taking advantage of regional laws designed to protect assets. It can aid in achieving financial goals, estate planning for the next generation, as well as facing the reality that we are all vulnerable to litigation. Through pre-planning is best, there are even ways to protect yourself after a lawsuit is filed.

Asset Protection Strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into plans. In this workshop we will cover the following topics to help you in having conversations with your clients about the legal aspects of business planning:

  • Asset Protection Principles 1) Privacy 2) Fraudulent Transfers 3) Separation of Assets (Legal Walls) 4) Forum (Jurisdictional) Shopping 5) Bargaining Power 6) Exemption Planning
  • Insurance and Asset Protection Planning
  • Liability Planning for Professionals (Doctors, Dentists, Chiropractors, Veterinarians, etc.)
  • Using an Attorney to help build financial plans

Glen Wagstaff, an experienced Estate Planning attorney, will be providing a workshop for Financial Professionals to help them guide their clients with strategies to protect their assets and limit their liability.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Specialist (PFS) 1.5 CPD Eligible
Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Chartered Financial Analyst (CFA) 1.5 PL Eligible
Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible

Additional Information

Credits

1.5

Credits

1.5

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Join Glen Wagstaff's CE/CPD/CPE webinars for AFSP CRTP CPA & More.

Glen Wagstaff

Managing Partner, Inter Vivos, PLLC

  • 4.6
  • rating
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  • rating
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Practicing Attorney specializing in niche areas of Estate Planning and Probate law. Founding Member and Managing Partner of Inter Vivos, PLLC

Financial Consultant with experience in client relations, personal financial planning, group presentations, hiring interviews, and client consultations. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (66%)

Very Good (26%)

Average (8%)

Poor

Terrible

LAJ

Liza Angela Jee, CPA (US)

5

It was a good learning topic.

WA

William Askins, CPA (US)

5

Good course.

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Asset Protection Strategies

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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