Asset Protection – Tax and Financial Aspects

Course Information

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Title: Asset Protection – Tax and Financial Aspects
Category: Taxation
Field of Study: Taxes
Course Code: M281
CPE Credits: 16.0
Price: 99.95



This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products and other conventional tools. Special topics include: protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, homestead provisions, exempt assets, cancellation of indebtedness taxation and marital agreements.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

Course Details

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Technical Details: Taxation is a technical field of study for all states.

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Chapter 1: Introduction to Asset Protection 1. Specify the goals and purposes of asset protection, the objections some people have about shielding assets from creditors, and reasons for asset protection. 2. Identify situations that can unexpectedly put assets and financial security at stake and the common sources of lawsuits. 3. Recognize the author’s concept of exploding and imploding liability how dealing with them is necessary for complete asset protection plan, and the concepts of insurance, asset placement, and statutory protections when applied to asset protection. 4. Specify the types of creditors associated with asset protection and fraudulent transfers recognizing their salient characteristics. 5. Identify the fraudulent transfer provisions which protect current and future creditors, the badges of fraud in the Uniform Fraudulent Transfer Act, applicable statutes of limitation, potential criminal penalties associated with fraudulent transfers, and the differences between fraudulent asset transfers and

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QAS: Yes

CPA: Suitable for all CPAs

IRS: IRS credit for Enrolled Agents.

Profession Identifiers: CPA, EA