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Asset Protection Mini

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-203 2 Danny Santucci Asset Protection Mini Course Descrip ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-203 2 Danny Santucci

Asset Protection Mini

Course Description:
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 mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

Who Should Attend: CPAs, Enrolled Agents, Registered Tax Preparers and all Tax Professionals

Topics Covered:

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

Learning Objectives: 

1. Recognize misconceptions about and the main reasons for asset protection, determine fraudulent transfers noting how to structure asset protection planning transfers so that they are not fraudulent, identify goals associated with undertaking asset protection measures, and specify how life insurance can be used as an asset protection vehicle.

2. Identify how the various types of entities relate to asset protection and how the various types of joint ownership of property and various trusts directly impacts asset protection and tax liability.
3. Determine the concepts of common law property, community property, and equitable ownership noting which states base distribution laws on those concepts, specify asset division principles, and recognize premarital and post-nuptial agreements and how they can be used to advise clients in individual asset protection.


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