Course Description
Course publication/revision date: 1/24/2018 (covers 2018 tax year).
NOTE: CFP Board credit for this course will be 1.5 credits for exams completed after December 31, 2018. CPA and EA credits will be unchanged.
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.
Note regarding CDFA credit. The IDFA will allow 1.5 CE for this course.
