Managing Risk - The Crucial Element in Asset Protection Planning (Currently Unavailable)

Author: Arthur Joseph Werner

It has become exceedingly difficult for business people, professionals, and other individuals to conduct their affairs without exposure to the hazards of litigation and creditors.

Understanding what risk is and how to deal with risk is very important in protecting the needs of your clients. This course is designed to provide the participant an understanding of risk management techniques.

Publication Date: August 2014

Designed For
CPAs, EAs, attorneys, and financial planners

Topics Covered

• The term "Risk" defined
• General categories of "Risk"
• The relationship between "Risk" and "Reward"
• The "Risk Management Process"
• How to identify "Risk"
• The selection of the proper "Risk Management" techniques

Learning Objectives

• Recognize risk management techniques as an overall part of asset protection planning strategies.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None