While a great many planners are familiar with planning techniques to protect individuals and their investments, business and investment entities also need to be protected from creditors of the entities. During this class, students will learn the many ways that planners can help business and investment clients better protect their business and business assets, and what tax laws and strategies apply in decision making and design. Topics to be covered include the following:

--Confidentiality and owner/control design to reduce personal exposure of
corporate executives.

--When to use and recommend indemnity, hold harmless and customer/patient?
client arbitration and liability limitation agreements

--Protection of accounts receivable for professional practices

--How to avoid application of Bankruptcy and state law preferential
transfer issues.

--How to remove goodwill and depreciated and appreciated assets from an
operating S or C corporation without triggering income tax.

--How to design and implement ""equity stripping"" strategies

--Using leases, license agreements and other ""use rental agreements to save
taxes and insulate from liability.

Your certificate will be awarded upon successful completion of the course requirements which include a video lecture that will be followed by a multiple choice final exam.