Trusts for Asset Protection

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Client Letter - What this idea is about Engagement Letter Learning Objectives What it does; Why It Works - Plain English Analysis

 

What It does; Why It Works - Technical Analysis & Citations Tax Killers: ABT, Activity Based Taxplanning
Cost Killers: ABC, Activity Based Cost & Profit Planning What to Gather/Organizer Assistance, What To Do, Forms - checklists, time-line to do, etc. Spreadsheets & Computations Contracts, Trusts, etc. Reports Required
Checklists for Deployment Checklist for Monitoring Financial Accounting: Bookkeeping & Financials Compliance - what is required for protection, defense, etc. Alerts & Dangers - Risks, Asset Protection, IRS Defense, etc.  

Client Letter -

What this idea is about

Description/Scope

Purpose

Who This Applies to

When to Perform

Special Circumstances

Why This Is Important

General Benefits 7 Objectives

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Engagement Letter

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Learning Objectives

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What is does, Why it works - Plain English Analysis

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What It does, Why it works - Technical Analysis & Citations

Law (commentary and citation)

Regs (commentary and citation)

Cases (commentary and citation)

§§§ Law §§§

§274(d)

 

§§§ Regs §§§

 

§§§ Cases §§§

 

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Tax Killers

This is about Activity Based Taxplanning - maximizing deductions, minimizing cash outlay and maximizing the amount of cash retained and the net worth.

Tax is a subject that many view in order to cut costs.  Taxes are a cost just as any other cost.  It happens this cost is somewhat intangible and is defined by legislation without a tangible item to view and control.  The money is spent and the control of the expenditure is more appropriately administered by someone trained in the law.

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Cost Killers

This is about Activity Based Costing  - methods to cut costs, management accounting, management information systems, decision support sytems - in general about being a manager.

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What to gather - preparing for your CPA, your attorney, or preparing to start the job on your own

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From Banking Records

 

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From Customer Records

 

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From Signed Documents

 

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From Your Other Business, or Financial Records

 

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From Corporation or Organization Records (meetings, etc.)

 

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Assistance - What To Do - Forms - checklists, time-line to do, etc.

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Assistance - What to do

 

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Forms - Checklists - Etc.

 

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Spreadsheets & Computations

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Contracts, Trusts, etc.

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Reports Required

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Checklists for Deployment

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Checklist for Monitoring

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Financial Accounting: Bookkeeping & Financials

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Financial Statement Presentation

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Notes to Financial Statements

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How to Make Entries

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What Kind of Records to Keep

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Bookkeeping Methods - Cash, Accrual and Other

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How the Business Entity Affects the Recording

Sole Proprietor

Corporation - C & S

Partnerships - General, Limited, Limited Liability Company, Registered Limited Liability Partnership or Company

Trusts

Tax Exempt

 

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Compliance - what is required for protection, defense, etc.

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Alerts & Dangers - Risks, Asset Protection, IRS Defense

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Alerts & Dangers - Risks

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Asset Protection

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Your Defense

 

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