Leimberg Services Webinar

28jun3:00 pm4:30 pmLeimberg Services Webinar

Event Details

Asset Protection Opportunities You May Not Know About

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 Alan Gassman’s exclusive LISI webinar, 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.

During his webinar, Alan will cover the following topics:

–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 savtaxes and insulate from liability.



(Thursday) 3:00 pm - 4:30 pm