Achieving Business Asset Protection via Tax Structuring (Currently Unavailable)
Author: Robert S. Keebler
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Law for CTEC
2 hours Federal Tax Related for EAs and OTRPs |
This two hour on-demand course outlines sophisticated asset protection strategies for business enterprises and their owners. This course is designed to help CPAs, tax and business planners, and lawyers gain a better understanding of sophisticated asset protection strategies for business enterprises and their owners. It focuses on reducing clients' exposures to creditors though a variety of well-proven strategies with a specific emphasis on the tax aspects of business restructurings, including creating holding company designs, equity strip outs, compartmentalizing risk, and spinning real estate away from risky business assets.
Publication Date: November 2015
Designed For
CPAs, tax practitioners, tax and business planners, and lawyers
Topics Covered
- Asset protection
- Tax structuring
- Estate planning
- Financial planning
- Tax planning
- Section 351 and Section 355
- Business assets
- Domestic asset protection trust
- Capital restructuring
- Compartmentalizing risk
Learning Objectives
- Recognize tax structuring strategies for business owners
- Identify asset protection plans for business owner clients
- Describe choices in tax structuring for business asset protection
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic understanding of federal income taxation and wealth transfer taxes.
Advance Preparation
None
