Achieving Business Asset Protection via Tax Structuring (Currently Unavailable)

Author: Robert S. Keebler

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