Asset Protection Strategies - Connecticut Society of CPAs

Overview

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

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

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, EAs, attorneys, and financial planners

Prerequisites

None

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Leader Bios

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of 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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