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

Mastering Legal and Financial Planning Strategies

Mastering Legal and Financial Planning Strategies

9 Credits


Subject Area


Webinar Qualifies For

9 CPE credit of Taxes for all CPAs

9 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00627-21-S)

9 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0599)

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

9 CPD credit (Verifiable) for CPA/PFS

9 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

9 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00627-21-S)

9 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00627-21-S)

9 CE credit for Certified Senior Advisor (CSA)

9 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • What does Business Planning Consist of?
    7 mins
  • Consider the Perspective
    34 mins
  • The 5 D's of Business Succession
    63 mins
  • What does Incapacity Planning Consist of?
    92 mins
  • Medicaid Spenddown Planning
    129 mins
  • Why should you be discussing international Planning with your clients?
    160 mins
  • child Protection Planning
    196 mins
  • What does our US Tax System Consist of?
    239 mins
  • ERISA & Retirement Planning
    283 mins
  • What to Look Out For
    335 mins
  • Types of Legacies
    402 mins
  • Leaving Life Stories
    437 mins

Course Description

This comprehensive 9 CPE self–study webinar will give insight on various topics related to legal and financial planning strategies. This 9-hour value-packed course is divided into 6 parts. Each section contains various Legal and Financial Strategies which one needs to excel while managing their practice. Let us explore different sessions of this webinar is going to cover:

Session 1: Legal and Financial Planning Strategies for Business Owners

Business transactions are getting complex every year and with that taxation also grows in complexity. Despite being marketed as ease of doing business, the government has been more stringent on mandatory tax requirements. As a business owner, if you are not aware of tax-saving options, you might end up paying a significant amount of taxes to the government every year. Business tax planning is thus a key consideration. This CPE/CE course takes a base approach and considers everything from the perspective of business tax planning.

Session 2: Incapacity Planning Guidelines for Financial Professionals

Though incapacity planning is often a heightened concern for seniors, the fact is anyone can sustain an illness or injury at any time. Irrespective of at what stage you are in your life, the best way to protect your assets and your well-being is to consult with an experienced law and estate planning attorney. For instance, a well-conceived estate plan involves preparing for the expected as well as unexpected possibility of becoming incapacitated. 

Session 3: Legal and Financial Planning Strategies for Immigrants in the Us

The United States of America is still the land of golden opportunity for many and draws immigrants from all over the world. It is an attractive destination for foreign persons moving away from their home countries. This not only opens the door to career opportunities but also to new tax obligations. For such individuals, immigration tax planning, and in some cases pre-immigration tax planning, helps to avoid surprises and optimize the tax situation before arriving.

Session 4: Legal and Financial Tax Planning Strategies

Taxes are an important and unavoidable financial aspect of life for both individuals and businesses. Tax planning is an art that helps you save taxes by using every possible tax provision. It warrants optimization of your tax savings and minimizing your tax outgo yet within the framework of the law. This webinar will provide you the full gamut of tax overview for different business structures. 

Session 5: Asset Protection Legal and Financial Planning Strategies

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.

Session 6: Legal and Financial Strategies for Legacy Planning

Clients usually believe that estate planning is only for the wealthy but this isn’t the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn’t apply. Strategies for clients have changed dramatically during these engaging times. Tax and financial advisors need to understand the best planning options available to clients for the short and long-term planning time frame.

After completion of this self-study package, you will be able to apply various strategies which could be useful to you in expanding your practice in a broader way.

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Learning Objectives

  • To identify the relationship between Business Structures and Tax Planning and recognize common mistakes that Business Owners make in structuring their business
  • To explore Asset and Liability Protection, and discover ways to protect and plan for intellectual properties
  • To identify legal and financial strategies for companies that have employees, and explore Business Succession Planning
  • To recognize the importance of Incapacity Planning in protecting assets, legal documents and consequences, preplanning and crisis planning 
  • To strategize asset protection, and recall the three ways of funding long term care
  • To efficiently using estate planning attorneys as a resource for incapacity planning
  • To recognize the US as a hidden market for immigrant financial professionals and recognize issues for immigrants like international law especially deportation and family –property-business, taxes, business, property, etc. that affect estate planning 
  • To identify healthcare and immigration as a developing business area for professionals
  • To recall insurance policies as an effective tool for international clients
  • To identify different Business Structures their impact tax planning
  • To recognize mistakes Business Owners make in tax planning
  • To explore Income Shifting and using Family Owned Businesses for tax planning
  • To recognize an Attorney is your best resource for tax deduction planning
  • To explore three Capital Gains Strategies, Retirement and Tax Planning Strategies
  • To recognize key asset protection principles and have an overview of various strategies that can be incorporated into financial plans
  • To recognize various strategies to protect key assets and limit key liabilities 
  • To recognize using insurance, professionals such as Doctors, Dentists, Chiropractors, Veterinarians, etc.), and attorney to zero down on the customized plan
  • To recognize Estate Planning as a universal need
  • To identify how Rockefellers establish a multi-generational wealth plan
  • To recognize you as an immortal and explore the family power grid
  • To explore how dynasty trust can be a multigenerational property protection tool

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA