Tax Guide to Asset Protection #490223
Course Details, Learning Objectives, Table of Contents
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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.
Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.
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|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price