About Asset Protection
This course was updated on 5/5/2008.
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 short course is designed to survey opportunities for asset protection that can arise during tax planning and to help determine how to properly report such transactions.
The 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.
Beacon Hill e-ExamThis course comes with the
Beacon Hill e-Exam electronic exam answer sheet. Complete your exam online and receive an Emailed response with your certificate attached.
The
e-Exam electronic PDF form is attached directly to the downloadable PDF version of the course. If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.
If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our
Resources page and download the
e-Exam answer sheet form (course #402) .
Course Information
Author: Danny Santucci, J.D.
Course text (61 pages): glossary; review questions, answers, and explanations; exam,
e-Exam auto-grading answer sheet, (a faxable answer sheet is also included), and reporting to CFP Board (if applicable).
Program delivery method: Self-study–print or download
Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None
Subject Codes/Fields of Study: CFP Board, CPA: Taxes. NAPFA: Taxes (2 cr.); Financial Planning(1 cr.); (Download a course-by-subject chart:
NAPFA Subject Areas.)
CPE credit Information: CFP
®, CPA, EA, and PACE credit available in all states;
Note: N.J. CPA credits one-half stated amount. EA, PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
Course-sponsor numbers:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
IRS: 593.
How to Order
Order online or by phone (800-588-7039)
To order online:
1. (Optional) LOG-IN or OPEN AN ACCOUNT
2. ENTER QUANTITY BELOW
3. SELECT PURCHASE OPTION (Print or PDF/Download)
4. CLICK "ADD TO CART"
Discounts and shipping/handling, if applicable, are added during checkout, before payment.
Don't forget: Get 18% off when you order 3 or more courses!
Asset Protection (Short Course)
are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete CFP® Board's initial and ongoing certification requirements.
