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Tax Guide to Asset Protection#490223

This course has been archived and cannot be purchased.

Credit
Amount
CPA
2
EA / OTRP
2

Course Description

Course publication/revision date: 1/30/2023 (covers 2023 tax year).
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.

Course, Credit, Reporting, Sponsor Information
(See above: Course Details, Learning Objectives, Table of Contents)
Reporting: CFP Board, IDFA™ (CDFA®), and IRS CE credits are reported weekly, if applicable.