On-Demand
Asset Protection 2025-26
CPE: 2
Member
$69.00
Nonmember
$89.00
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Overview
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.
Product Code
1000003803
Credit Type
CPE: 2CPE-Technical: 2Format
Downloadable PDF
Intended Audience
CPAs and other business and finance professionals.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
General understanding of federal income taxation.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Basic protection concepts and fraudulent transfers
- Insurance
- Individual titles and sole proprietorship
- Corporations
- Trusts
- Co-tenancies
- Partnerships
- Limited liability companies
- Marital property & separate property
- Premarital and post-nuptial agreements
Faculty
Danny C. Santucci
Danny C. Santucci, attorney and counselor at law, began practicing as a tax attorney in Southern California in 1972. With increasing lecture and writing commitments, Mr. Santucci went into sole practice in 1995. He has been a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state CPA societies. He received the Foundation’s Instructor Excellence Award in 1990, the Award for Meritorious Serv...
More about Danny C. Santucci