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Audio & Reference Manual

Strategic Planning for LLC's and Estate Planning

Understanding the fundamentals of LLCs and knowing if it's the right pathway for you.

There's a whole craze around setting up an LLC when you first get started. Many people think it's the right thing to do because it's what they're 'supposed to do' or the 'common thing to do.' Well, this isn't right for everyone, and it can sometimes be hard to figure out when it's the right choice for you. In this topic I'm going to break down simple and clear strategies that will help you determine if an LLC is right for you. My main focus will be on strategically forming an LLC and estate plan to give you the right set up for your assets to be protected and possibly achieve tax savings.

Runtime: 89 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Various Types of LLCs and Their Specific Purposes

  • Single Member LLCs
  • Multi-Member LLCs
  • Series LLCs
  • Retirement Plan LLCs
  • Coordinating the LLC With Overall Estate, Tax and Asset Protection Plan
  • How to Present to Your Client Simple to Complex Plans

Tax Planning vs. Asset Protection When Utilizing LLCs

  • Ordinary Income vs. Passive Income
  • Cope - Charging Order Protection Entities
  • Wyoming - New Mexico - or Other States- Which Is Best?
  • Company Maintenance for the LLC ?

Special Provisions and Planning With LLCs

  • Business Succession Plans
  • Buy-Sell Agreements
  • Retirement Plan LLC Compliance
  • Privacy Planning Strategies With the LLC
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on March 20, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mark J. Kohler

Mark J. Kohler

Kyler, Kohler, Ostermiller & Sorenson

  • Partner in the office of Kyler, Kohler, Ostermiller & Sorenson Lawyers (KKOS Lawyer) | Kohler & Eyre CPAs (K&E CPAs)
  • Practice emphasizes all aspects of providing clear and understandable tax and legal advice to entrepreneurs
  • Conducts regular seminars and workshops on tax and legal strategy hosted by Entrepreneur Media
  • Author of several publications related to the areas of creating Financial Freedom through savvy tax planning and business entity set up. Newest book, The Business Owner’s Guide to Financial Freedom published by Entrepreneur Books and awarded Best Seller on Amazon the day it launched
  • M.Pr.A, C.P.A. and J.D. degrees
  • Member of the BAR (Idaho & Utah), CPA (Utah, California, Idaho, Arizona, Hawaii)
  • Can be contacted at [email protected], (435) 586-9366 or on Twitter®: @markkohler
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Additional benefits include:

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 399646
Published 2018
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Available in Multiple Formats

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