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Most CPAs remind their clients, at tax time, to review their financial plans and make sure that their investments are well diversified; and they routinely advise their clients to bring their estate plans up to date. But, they rarely inform their clients to enter into an asset protection plan, a plan that will be protect their hard earned savings from claims of future creditors.
We live in a world that has too many lawyers and too many law suits. CPAs, therefore, have to realize that they need to learn more about asset protection planning and advise their clients to enter into an asset protection plan.
Upon completion of this course, participants will be able to advise their clients of the steps that can be taken to protect their clients’ assets from claims to future creditors.
Identifying clients who are prime asset protection candidates.
Learning about the steps that their clients can take to protect their assets from future creditors.
CPA’s who are key financial advisors for their clients and take on the role of engaging in the client’s planning needs.
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