Asset Protection Strategies - Massachusetts Society of CPAs

Overview

You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-11329. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Navigating today’s business landscape entails substantial exposure to litigation risks and creditor challenges for business individuals, professionals, and others. For those possessing significant assets, safeguarding their personal wealth from these perils is paramount. This course delves into the legitimate methods through which individuals can shield their net worth, offering participants a comprehensive grasp of asset protection techniques

Highlights

Introduction to the foundations of asset protection planning.

Exploring the realm of non-grantor irrevocable trusts.

Delving into the nuances of domestic asset protection trusts.

Navigating the intricacies of foreign trusts as a safeguarding mechanism.

Unveiling the role of pension plans and IRAs in asset protection.

Harnessing the potential of family partnerships.

Mastering the implications of dynasty trusts.

Proficiency in leveraging private annuities and self-canceling installment notes for safeguarding strategies

Designed For

CPAs, attorneys, and financial planners

Objectives

At the end of this course, you will be able to: Identify and comprehend the various methodologies employed to protect and preserve a client’s wealth throughout their lifetime

Leader(s):

Arthur Werner, Werner-Rocca Seminars, LTD

Leader Bios

Arthur Werner, Werner-Rocca Seminars, LTD

Art is currently a shareholder in the lecture firm of Werner-Rocca Seminars, LTD. His areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Art is an adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School and is a member of the Pennsylvania Bar. Art lectures extensively to certified public accountants, enrolled agents, insurance agents, and financial planners in the areas of estate planning, financial planning, and estate and gift taxation. He has presented well in excess of 1,500 seminars over the past fifteen years. Art has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, awarded the AICPA Outstanding Discussion Leader Award in Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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