COURSE TITLE:

Advanced Asset Protection Planning

Helping Business Owners Protect What They’ve Built

COURSE DATE:  

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PROGRAM LEVEL

Advanced

CPE CREDITS EARNED:

1

 

COURSE DESCRIPTION & LEARNING OBJECTIVES:

Join Choreo’s Senior Wealth Strategist, Clint Costa, CPA, LL.M., JD, for an insightful and demystifying presentation on asset protection planning.  Have you ever wondered why attorneys sometimes recommend that clients use multiple LLCs to hold their assets? Why some estate plans leave assets outright to heirs while others stress leaving those assets in trust at the same levels of wealth?  Learn the answers to these questions and how tax professionals like you can add value on this vital topic of interest to clients.


At the conclusion of this course, participants will be able to:

  • Civil litigation process including post-judgment collection procedures
  • State at least one legally appropriate use for asset protection and one legally inappropriate use.
  • Give an example of an Inside Creditor vs. an Outside Creditor.
  • Provide at least one real-life scenario in which asset protection efforts may have mitigated business owner liability.
  • State one specific risk that uniquely applies to business owners which may require asset protection.
  • Identify at least one gap that may commonly arise in Business Insurance coverage.
  • Articulate the purpose of the legal concept “piercing the corporate veil”.
  • Name two different asset protection strategies.
  • Identify at least two attributes of business owners who may benefit from asset protection advice

 

FIELD OF STUDY:

Business Law

COURSE PREREQUISITES:

A minimum of 5 years of experience in tax advice/preparation for business owners and high-net-worth individuals.

ADVANCED PREPARATION:

Participants should have familiarity with foundational asset protection strategies, including trusts, limited liability entities, and exemption planning.

DELIVERY METHOD: 

Group Live 

COURSE ID:

TBD

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To be awarded the full credit hours, you must be present:

  1. If In-Person: Register your attendance and departure on the attendance sheets, and answer all polling questions during the presentation.
  2. If Online: Your attendance log must show that you attended the entire 50-minute session and participated in the engagement element (polling questions) within the course. 

Choreo, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 4060766

Sponsor Number: XXXXX