Domestic and International Asset Protection for the CPA
Overview:
This session will help you understand what asset protection vehicles are recommended for asset protection considerations. An overview of choosing a jurisdiction along with choice of law issues will be covered. We will discuss an overview of wealth transfer taxes and the U.S. taxation trusts both domestic and foreign.
Objectives:
After viewing this presentation, participants will hear an overview of business entity and trust structuring of the most recent domestic and international asset protection structures, rules and regulations that CPAs practical issues that you may encounter in your firms.
- Protective Entities – Evolution
- Formation of LLCs – Initial Considerations
- Choosing a Jurisdiction
- Choice of Law Issues
- Single Member LLCs
- Cracking the 99/1 Multi-Member LLC
- LLC Offshore Options and Developments
- Keys to Success with LLCs
- Domestic Asset Protection Trusts
- Foreign Asset Protection Trusts
- Overview of Wealth Transfer Taxes
- U.S. Income Taxes - Domestic Trusts
- U.S. Income Taxes - Foreign Trusts
- Compliance
Major Topics:
- Protective Entities – Evolution
- Formation of LLCs – Initial Considerations
- Choosing a Jurisdiction
- Choice of Law Issues
- Single Member LLCs
- Cracking the 99/1 Multi-Member LLC
- LLC Offshore Options and Developments
- Keys to Success with LLCs
- Domestic Asset Protection Trusts
- Foreign Asset Protection Trusts
- Overview of Wealth Transfer Taxes
- U.S. Income Taxes - Domestic Trusts
- U.S. Income Taxes - Foreign Trusts
- Compliance
Designed For:
CPAs or Accounting, and Tax Professionals
Prerequisite:
Some familiarity with accounting and taxes.Additional Info:
Thank you for registering for the "Domestic and International Asset Protection for the CPA" OnDemand course. You can begin immediately by going to the 24/7 Learning Library portal at https://ficpa.courselaunch.io and logging in with your current FICPA member login credentials.
Your course or courses should be immediately available after you login.
If you have any issues, please let us know by submitting a ticket through the Support link and we will assist you as quickly as possible.