CPA’s are commonly relied on to provide practical business and wealth protection advice for their clients. The CPA knows the client and their situation best and can give great value for being integrally involved in helping to arrange things to best protect the client’s assets.

This fast-moving and informative 60-minute presentation will provide important tools and knowledge to facilitate this process.

Learning Objectives:

• Understand primary forms of liability, in reduction of exposure.


• Learn the basic facts of life relating to liability insurance and how insurance carriers may act.


• Discover how ownership and trust planning impact creditor protection planning.


• Understand methods for using LLCs, limited partnerships, and voting and nonvoting interests to enhance creditor protection.


• Learn to use properly situated debt to enhance creditor protection.


• Learn to make the best use of exemptions


• Understand if and when an asset protection trust might be needed or overkill.