The Restricted Property Trust™

This Group program introduces CPAs and other tax professionals to the Restricted Property Trust (RPT), which is a specialized planning strategy designed to help high-income business owners and professionals accumulate tax-advantaged wealth while leveraging the benefits of employer-sponsored contributions. The program reviews the historical context of welfare benefit plans; the RPT’s structure, funding mechanics, trust administration and risk-of-forfeiture features; relevant tax treatment and compliance considerations; comparisons with other executive benefit strategies; and case-study applications designed to help participants identify potential suitability, risks and compliance issues.

Learning Objectives:

• Explain the structure and funding mechanics of an RPT, including employer contributions and trust administration requirements.
• Compare the RPT with other commonly used executive benefit and tax planning strategies, such as Section 162 Bonus Plans.
• Discuss the tax treatment, reporting, and compliance considerations associated with RPT contributions and distributions.
• Apply key concepts through case studies to determine when an RPT may be suitable for a client and recognize potential risks or compliance issues.

Attendance Requirement
To receive the full CPE credit, participants must attend the entire program and complete all required participant engagement and completion-verification activities.
Refund & Cancellation Policy:
Noble Wealth Solutions' CPE programs are provided free of charge. Therefore, no refund policy applies. If Noble Wealth Solutions must cancel or reschedule a CPE program, registered participants will be notified by email as soon as possible, and whenever practical, at least 48 hours prior to the scheduled program. Participants will receive information regarding rescheduling or alternative program options, if available.
Complaint Resolution Policy:
Participants may submit complaints to Ben Levine via email at Ben@NobleWealthSolutions.com, or via phone at (818) 456-4754. Complaints will be acknowledged promptly, and a response will be provided within five (5) business days. All complaints will be reviewed and, when appropriate, corrective action will be taken to improve future programs.