Second Annual

Entity design and planning for Legitimate Asset Protection, Tax Mitigation, and Estate Planning

• How litigation really works, it’s not like the movies!
• Limited liability vs. NO liability: reality vs fairy tales
• Getting Inside a creditor’s Head: Why it matters in litigation and settlements
• Buying the right insurance for your situation
• Important policy provisions
• Making claims on the policy; When and how often  
• Asset planning in partnerships, always have an exit plan
• Choice of entity(s), including When a C-Corporation?  
• Family Limited Partnerships, and Trusts
• Allocating depreciation & interest deductions (or other items) to various other LLC Members
• Important Improvements to the classic asset/rental property holding structure
• Rollover Business Start-Ups: How to pay much less in taxes while running your business
• Entity establishment and maintenance – How & Why so many entities are pierced and how you can prevent it from happening to you
• Section 1202 companies

Qualified Plans and special purpose investment vehicles

• What are common issues with Self Directed Retirement Plans?   Are you reporting things correctly? What issues are triggering Audits?
• Is the IRA dead? Why and what to do about it.
• Real-life studies on retirement plans.  How much can you put in a retirement plan is 1MM in your first year enough?
• Communicating with employees about their retirement plans – how to avoid legal trouble.
• I have multiple entities. Which entity should be the plan sponsor and why?
• 3(38) vs 3(31) – do I need either and why?
• Tax credits for setting up retirement plans
• What can be done to enhance existing 401(k) plans?
• Converting to Roth at a discount and distributing from Traditional accounts at a discount
• What is a Blocker – When Do You need one?
• Did you really say UBIT can be a good thing?
• Start-ups & self-directed IRA’s
• A thorough review of Prohibited Transaction rules (because once is never enough)
• You heard about 401(K) But What about 401(H), 411(B) 
• Opportunity Zones
• ESOPs
• Stock Purchase Plans
• 83(b) planning

If it sounds too good to be true it probably is.

• I was sold a bunch of entities by a group in Utah or Nevada that I do not understand. What can I do to fix them?
• I have a series LLC; I was told that it would protect me from any form of a lawsuit.
• My accountant told me I could put my kid on payroll and call him or her a model.  (Sorry we had to break it to you, but your Kid is ugly)
• Cook Island Trusts
• Trademarked retirement plans, trusts, deferred sales trusts, and other “magic” documents. (Dirty secret the tax code cannot be Trademarked)
• The IRS Dirty Dozen List Abusive Transactions, Micro Captives
• Insurance Based Investing and other oversold strategies that work sometimes

Inflation Reduction Act

• Rebates
• Environmental Credits
• Other Tax Credits
• Other Incentives
• Planning for Changes in stock patters

Tickets

CPE Information

•  Participants will eligible for 20 hours of CPE
• Group Live Delivery
• No Advanced preparation required however course is designed for advanced practitioners looking to specialize.
• Field of Study: Specialized Knowledge
• Registration online, you must check in and out each day.  Please note that you must attend sessions Monday through Friday to earn CPE
• Sorry No Refunds or Cancelations are permitted at this time. 
• Complaints must be submitted in writing to Info@ability-first.com
• Ability First Financial, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
  professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the
  acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National
  Registry of CPE Sponsors through its www.nasbaregistry.org.