When You Advise a Professional or Business
Owner Regarding Asset Protection,
Are Retirement Plans, Irrevocable Gift Trusts,
DAPTs, FLPs and LLCs All You Talk About?
What About the Re-Structuring of
Their Business Itself?
Restructuring the way a professional or business owner does business can achieve significant asset protection, as well as income and estate tax savings.
Whether you’re a business or estate planning attorney, CPA or financial advisor, you need to learn, understand and be able to explain to your clients how to take advantage of:
- The most commonly used effective asset protection strategies, including:
- Retirement Plans, ERISA Plans and IRAs
- Third-Party Trusts for Family Members
- Domestic Asset Protection Trusts (“DAPTs”)
- Family Limited Partnerships (“FLPs”) and Limited Liability Companies (“LLCs”)
- Offshore Trusts
- “Compartmentalizing” risk by capital restricting
- Holding company structures
- Equity “strip-outs”
- “Spin-offs” of trouble assets
- Multiple LLC designs
- Family secured loans
Please join us and nationally renowned tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a very special 2-part program series entitled, “Asset Protection for Professionals and Business Owners Through Restructuring Their Business”.
- Program Title: Asset Protection for Professionals and Business Owners Through Restructuring Their Business
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.