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Asset Protection

Asset Protection

$29.99$19.95
  • SKU : MI1003
  • OUR PRICE :$19.95
  • YOU SAVE : $10.04 (33%)
  • CREDIT HOURS : 2

 

Asset Protection   

 

 

 

 

Course Description:

 

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

 

Learning Objectives:

 

Upon successful completion of this course, participants will be able to:


1. Identify ethical considerations and misconceptions about and the reasons for asset protection, and determine fraudulent transfers such as transactions intended hinder the collection of debt

2. Recognize how the various types of entities relate to asset protection and how the various types of joint ownership of property and various trusts directly impact asset protection and tax liability.

3. Determine the concepts of common law property, community property, and equitable ownership, specify asset division principles, and recognize premarital and post-nuptial agreements and how they can be used to advise clients in individual asset protection.

 

Course Number:

MI1003

NASBA Field of Study:

Taxes

Level:                    

Overview

Author/Instructor:

Danny C. Santucci

Publication Date:

February 2026

 

CPE Credits:

2

 

Program Prerequisites:

General understanding of federal income taxation

 

Advanced Preparation:

None

 

IRS Program Number: XW9MP-T-02002-26-S  

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