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Professional Staff

PMOD04 - Asset Protection for AAOMS Practices and Practitioners

On-demand
CE: 1.0 CDE
On-demand<br><i>On-demand session available beginning Sept. 28.</i>
With a focus on the importance of protecting assets, this session is designed for practice owners who face liability in the areas of malpractice, employer liability, HIPAA breaches and slips and falls and for AAOMS members who face many of these same risks personally. Topics include asset protection sliding scale and ways members can increase the levels of protection for personal and business assets. It also provides an overview of basic asset protection tools including LLCs, trusts, exempt assets and retirement plans.

Learning Objectives:

At the conclusion of this presentation, participants should be able to:
  1. Articulate what asset protection planning is.
  2. Identify tactics to shield practice assets from future potential liability.
  3. Determine which tools might apply to personal planning.