Pennsylvania CLE - Tax Law Courses
This is a listing of Tax Law CLE Courses for Pennsylvania. Please make your selection below of Pennsylvania CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCD/DVD/USB, Online, iOS/Android App
Self-Settled Trusts After Wacker
The Supreme Court of Alaska just held that Alaska could not require that proceedings relating to the transfer of assets to an Alaska self-settled trust be before an Alaska court. The Court did not invalidate self-settled trusts created in that state as some commentators have suggested. The viability of Alaska (and other state) self-settled trusts shielding trust assets from the claims of the grantor’s creditors was not disturbed. This CLE program will explain why, with such high tempo... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Private Foundations vs. Donor Advised Funds: The Pros and Cons
This CLE program presented by Andrew Katzenberg, will compare private foundations to donor advised funds. The discussion will include an explanation of what each entity is, how they can be used and the pros and cons of each. Andrew will also discuss changes enacted by the current tax code (as well as other laws) as well as possible changes on the horizon. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
This informative CLE program presented by Ronald A. Fatoullah and Elizabeth Forspan will discuss the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the prohibitive cost of long term care. The course will also discuss the tax consequences of Medicaid Trusts including income taxes, estate taxes and real estate tax exemptions as well as transfers of real property, liquid assets and basis issues. More Info
$1252.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act. How did the new law change charitable giving? What planning strategies should average donors, wealthy donors, and ultra-high net worth donors pursue? How should development officers reframe charitable giving conversations with prospective donors? How can non-grantor trusts be used to salvage a full charitable contribution deduction? Bunching deductions,... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Planning for Real Estate Owners: Advanced Strategies for Attorneys
Tax considerations often drive decisions in the real estate world. Whether it’s optimization of income tax, gift tax, or estate tax treatment, real estate owners are particularly sensitive to the impact taxes may have on their activities. This CLE program explores how advisors can expand their arsenals to include the widest possible range of techniques when working with clients who have substantial real estate holdings. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Asset Protection and Estate Planning Under the New Tax Act
Jacob Stein and Michelle Lerman discuss the changes brought on by the recent tax act. The discussion will cover the three critical steps in light of the new tax act, temporary planning opportunities in transfer tax law, pitfalls to avoid in estate planning, the use of irrevocable trusts to protect assets in the event of a divorce. The instructors will provide an overview of asset protection planning under the new tax act, advanced trust structures, offshore structures and how to protect speci... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Insurance as a Tax, Financing and Capital Solution
Clients depend on their lawyers for creative solutions to risks they face in their day-to-day business, and to resolve roadblocks that prevent important transactions from closing. In this CLE course, Kenneth R. Pierce discusses the use of specialty insurance products to indemnify clients for potential tax liability, to facilitate the financing of alternative assets, and as a form of balance sheet capital for certain regulated companies. “Reps and warranties” insurance is now a standar... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Trust Owned Life Insurance (TOLI)
Life insurance policies, especially those owned by trusts (TOLI) are facing a crisis. 45% of life policies purchased between 1982 and 2003 were non-guaranteed universal life policies. Of those policies 23%-25% are projected to lapse prematurely. Premature lapse undermines estate plans, harms those relying on the proceeds from those policies, and potentially triggers suits against trustees who have not managed TOLI properly. Unless reviewed and restructured, many universal life policies will ex... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Charitable Planning: Evolving Perspectives
Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Crowdfunding: Meeting Humanitarian Needs
Substantial sums of money have been raised by crowdfunding websites. Yet, there seems to be little law, and even less guidance, for those using this fundraising approach. This CLE program will identify some of the legal and tax issues and give advisers background to understand the crowdfunding phenomena and knowledge to help those clients creating or using crowdfunding campaigns for humanitarian purposes. More Info
$501General Credit