Protect assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community prope...
11/21/2023 12:00pm - 2:00pm | Online | CalCPA
Members: $89.00, Non-members: $119.00
CPE Categories: Specialized Knowledge & Applications (2 CPE)
Interest Areas: Personal Financial Planning
Protect assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities, trusts, and offshore structures. Learn how to protect from specific creditors, such as plaintiffs' attorneys, federal agencies, and lenders holding personal guarantees. Master techniques to protect homes, rental properties, bank and brokerage accounts, businesses, professional practices, and retirement plans. An extensive focus on the practical aspects of planning. What works and what doesn't. The discussion will cover case studies illustrating the effectiveness of various structures.
Presented by Jacob Stein
CPAs, attorneys, financial planners, real estate investors and business owners.
Basic knowledge of business entities, income, estate and gift taxes.
© Copyright 2023 KSCPA | All Rights Reserved