Indiana CLE - Tax Law Courses
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Family Meetings and Legacy Planning
Family Meetings: They are not what you might think they are! For a family to get started, your role may be critical! The key to a family's success is family education and trust-building through an organized and prioritized family meeting process. Family education is life-long-learning together! Families must have family meetings, build trust, choose interdependence, and practice group decision making. Many traditional estate plans increase the likelihood of wealth and family erosion. What can... More Info
$501General Credit -
Planning for Business Exits from C Corporations: Intra-Family Business Transactions and Other Developments
Lower C corporation income tax rates have increased attention to the Code Sec. 1202 exclusion for gain on the sale of stock. Learn how the Code Sec. 1202 exclusion works, how it applies when a business changes from another entity to a C corporation, how it affects a C corporation’s business structure, and how it compares to other business exit strategies. Also, learn how to move from corporate status to a partnership once the tax benefits of being a C corporation has run its course. Rev... More Info
$501General Credit -
International Taxation: Introduction to U.S. Transfer Pricing, Part I
In this CLE course you will learn the statutory and regulatory history of U.S. Transfer Pricing, and then we will analyze the concepts that inform both U.S. transfer pricing between taxpayers and the Internal Revenue Service, as well as transfer pricing between the Internal Revenue Service and the governments with whom the U.S. has entered tax treaties. These concepts include but are not limited to: control, the arm’s length standard, formulary apportionment, the best method rule, comparabilit... More Info
$751.6General Credits -
International Taxation: Introduction to U.S. Transfer Pricing, Part II
In this CLE course you will learn the statutory and regulatory history of how the U.S. has priced controlled transactions between controlled taxpayers that involve intangible property. As part of this history we will explore the new provisions of the Tax Cut & Jobs Act, that affect intangibles and transfer pricing. We will analyze the concepts around intangible property that inform both U.S. transfer pricing between taxpayers and the Internal Revenue Service, as well as transfer pricing betwee... More Info
$751.9General Credits -
Qualified Opportunity Zones: Second Round of Proposed Regulations Edition
The Tax Cuts and Jobs Act introduced the Qualified Opportunity Zone program designed to stimulate private investment in areas of economic distress. This CLE course will explain the initiative and how to take advantage of its various benefits such as exemption from profit taxation. The course will explain compliance issues as well as the unprecedented benefits with regards to taxes. More Info
$751.7General Credits -
Guardianships: How to Plan for the Unplanned
Sometimes unfortunate things happen without a warning. If we do not plan ahead and if we do not assist our clients to plan ahead, the consequences are dire. This CLE will help attorneys’ better assist clients in preparing for the unexpected, starting with a Health Care Proxy, a Will and ultimately Power of Attorney (POA). If these things are not in place, and the parents of a child die, or an adult becomes incapacitated, a Guardianship petition is necessary. This CLE will also assist in determ... More Info
$751.7General Credits -
Zoning Basics and Title Issues Connected with Development Rights Transfers
The CLE program will focus on basic zoning concepts, followed by a detailed discussion of development rights transfers. The zoning topics to be presented will be: the difference between a tax lot and a zoning lot; types of zoning lots; identifying the permitted usage on a zoning lot as residential, commercial and/or community facility; and identifying the permitted floor area, height and setback restrictions associated with a zoning lot. This will be followed by a discussion of the developme... More Info
$751.8General Credits -
Tax Reform: Estate Planning In the New Environment
The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person, opening up myriad tax planning possibilities for the high net worth and ultra-high net worth. Perhaps equally important was what the TCJA did not change: the annual gift and GST tax exemption regimes, the Section 1014 basis adjustment, and the por... More Info
$501General Credit -
An Introduction to Qualified Opportunity Zones
The recent tax bill added a little known provision which allows an investor to avoid capital gains on profits which are promptly reinvested in real property or certain other investments in a qualified opportunity zone. The zones were established by Congress using the US census. If one keeps the funds invested for 7 years, the investor will pay tax on only 85% of the deferred gains. Furthermore, if the funds are properly invested and the investment is then sold, there will be no tax at all o... More Info
$751.7General Credits -
The Unreal New State of New York State Real Estate Law
This CLE course covers recent developments in New York Real Estate Law, including foreclosure defense litigation, actions in commercial and residential tenant proceedings, and recent legislative enactments that affect landlords and tenants. This CLE will also include recent rulings under the new tenant laws passed in January, and recent appellate rulings in foreclosure cases. More Info
$751.5General Credits