CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Asset Protection- Legal and Financial Planning Strategies

  • AFSP
  • CMA
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
Asset Protection- Legal and Financial Planning Strategies

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00384-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0384)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 PL credit for Chartered Financial Analyst (CFAs)

1.5 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-T-00384-21-O)

1 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00384-21-O)

1.5 CE credit for Certified Senior Advisor (CSA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Corporate External Financial Reporting Decisions

(16)

Oct 18, 2021 | 09:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 18, 2021 | 09:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(121)

Oct 18, 2021 | 09:00 AM EDT View Details

QuickBooks: Tricky & Complex Situations for Advance Learners

(38)

Oct 18, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dashboards In-Depth

Oct 18, 2021 | 10:00 AM EDT View Details

Fraud Update - Latest

(85)

Oct 18, 2021 | 10:00 AM EDT View Details

SOX Internal Controls for Accounts Receivable

(9)

Oct 18, 2021 | 10:00 AM EDT View Details

Understanding Credit Card Frauds

(2)

Oct 18, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Fiduciary Responsibility

(78)

Oct 18, 2021 | 10:00 AM EDT View Details

Introduction to Business Valuation for a Closely-Held Business

Oct 18, 2021 | 10:00 AM EDT View Details

S Corporations: Crucial Insights: Ordinary Losses on Stock Sales, Exit Strategies, and Required Conformity to Form K-1

(15)

Oct 18, 2021 | 10:00 AM EDT View Details

Business Loan Basics

(3)

Oct 18, 2021 | 10:00 AM EDT View Details

Remote Workplace Investigations – How to do them correctly

(5)

Oct 18, 2021 | 10:30 AM EDT View Details

Best Overview on Individual Tax Updates Latest (Basic)

(115)

Oct 18, 2021 | 11:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(8)

Oct 18, 2021 | 11:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

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 online CPE course will provide an overview of various strategies that can be incorporated into plans.

In this Online CPE/CE Webinar, 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.

Click here to become a master in legal and financial planning strategies.

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

Who Should Attend?

  • Accountant
  • Business Owner
  • California Registered Tax Professional
  • Certified Management Accountant
  • Certified Senior Advisor
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Risk Managers
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Professionals
  • Young CPA

Testimonial

4.6

(137)
68%
25%
7%
1%
0%

LDLC

great

SC

great

LAJ

It was a good learning topic.

EC

Very informative and presented well

AC

Great!

DD

This webinar covered a variety of options for protecting assets that give business owners options. I would recommend to others.