Asset Protection Planning CPAs Can Do For Clients

Asset protection is no longer a niche topic reserved for surgeons or ultra high risk clients—it is a core component of holistic advisory work, and CPAs and financial advisers are uniquely positioned to lead the conversation. In this practical, in depth webinar, Martin Shenkman and Bob Keebler walk through asset protection planning from the CPA’s vantage point, focusing not on exotic trusts or offshore structures, but on the everyday decisions that either protect or imperil client wealth. Drawing on real world examples, they explore how entity structure, balance sheet analysis, insurance review, retirement plan rollovers, trust and entity “hygiene,” and basic compliance failures can dramatically alter a client’s exposure to creditors, lawsuits, family disputes, and malpractice claims. The program emphasizes actionable insights CPAs can implement immediately—spotting red flags in tax returns, identifying when asset protection is being undermined, coordinating effectively with attorneys and advisers, and understanding where the CPA’s role ends and legal counsel begins. If you advise high net worth or closely held business clients and want to add tangible value while reducing risk for both your clients and your firm, this webinar delivers practical guidance you can apply the very next day.

Speakers: Robert Keebler, CPA and Martin Shenkman, Esq.