Washington DC CLE - Tax Law Courses

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  • Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

    This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insurance and annuities; retirement assets; and homestead provisions. There are 20 states which now recognize asset protections trusts. We will examine how these trusts are structured and analyze t... More Info

    $100
    2General Credits

  • State and Federal Taxation of Cannabis Businesses

    This CLE course will provide an overview of the federal income tax issues facing a business operating in the state regulated cannabis industry. Some states allow a business to grow, manufacture and sell cannabis in a state regulated market. Under federal law, cannabis is a Schedule I controlled substance and remains illegal. Section 280E of the Internal Revenue Code disallows income tax deductions for a business trafficking in a Schedule I controlled substance. This course will examine... More Info

    $50
    1General Credit

  • An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

    This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations, potential pitfalls, and key guidelines that attorneys must follow when working with appraisers or relying on appraisal reports. The course will focus on both practical do’s and don’ts,... More Info

    $75
    1.5General Credits

  • The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

    With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 706. In addition, the statute of limitations does not run unless a Form 706 is filed. This course will not only cover the nuts and bolts of filing the 706, but further explain certain strategi... More Info

    $75
    1.5General Credits

  • Protecting Your Family Home Through Trusts

    All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there is a common misconception that in such instances, the only recourse would be to sell one’s home and to use the entire proceeds to pay for long-term care needs. This CLE course will provid... More Info

    $50
    1General Credit

  • The Legal Issues of Transfer of Real Property After Death

    Learn about the legal issues of transferring real property after death. The factors to be considered include: Death with a will or trust; Death without a will; Life estates; Power of appointment Our panelists will also review the latest NYS TOD Legislation – also known as Transfer on Death – and its pros and cons. More Info

    $75
    1.5General Credits

  • Concepts & Misconceptions About Life Insurance & Estate Planning Issues That Attorneys Need To Be Aware Of

    What you don’t know can’t hurt you, correct? Not unless you are dealing with various Life Insurance and other financial matters. Join our expert speakers to discover some of the lesser-known topics that will assist you in conversations with clients, as well as in your own personal matters. Many professionals are so busy dealing with client matters that they don’t pay enough attention to make certain that their own family issues are handled with the same degree of research and attention... More Info

    $50
    1General Credit

  • The Mathematics of Charitable Planning

    Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charitable Dispositions of IRAs are all popular techniques that can provide significant tax and charitable benefits. This program will review each of these techniques and show how the calculation an... More Info

    $50
    1General Credit

  • The Mathematics of Estate Tax Planning

    The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results and the payment of unnecessary federal estate taxes. Furthermore, the failure to consider income tax implications and what might occur in any given situation can have a catastrophic impact on families.... More Info

    $50
    1General Credit

  • Basic Estate Planning

    Understand the basics of estate planning, as well as the tax ramifications of the plan to both the decedent’s estate and the beneficiaries. Topics include: The Benefits of an Estate Plan Key Tax Rules Understanding the Different Documents That Need to Be Drafted Ethical Considerations … and MORE! More Info

    $100
    2General Credits

  • Tax Law Logic for Non Tax Lawyers

    Taxation is an issue that is pervasive in the practice of law. For those who pay taxes, file tax returns, or may be subject to those duties it’s useful, if not critical, to understand the principles underlying the processes on which IRS and other tax authorities will judge whether any or more is owed, or even whether a crime has been committed. Tax law and tax assessments are based on principles that are bedrock for testing and protecting one’s own tax positions and essential for succe... More Info

    $50
    1General Credit

  • Unusually Important Federal Tax Cases: What Attorneys Need to Know

    This CLE program covers six federal taxation cases of recent vintage that are important for tax attorneys to commit to memory. Business law attorneys, who often find themselves in federal taxation deep water, can benefit from this Program because they will gain appreciation of the way federal tax law may change through court opinions in contrast to Congressional legislation and Department of Treasury tax regulation writing. The cases together cover following taxation topics: Valuati... More Info

    $100
    2General Credits

  • 1031 Exchanges: Ethical Considerations

    1031 Exchanges can often be complex. This comprehensive CLE course will explain the best practices and wide variety of ethical considerations involved in 1031 Exchanges. The course will include: Qualifying Property Scope of Representation Conflicts of Interest Identification Qualified Intermediaries And more… More Info

    $50
    1Ethics Credit

  • Representing the Section 1031 Tax Deferred Exchange Client

    Internal Revenue Code §1031 tax-deferred exchanges provide tremendous tax savings by allowing owners of real property to defer the capital gains normally due upon the sale of their property. This CLE program will explain how to effectively represent the needs of their clients who are contemplating an exchange. The program will discuss: The qualifications and requirements for an exchange Preparation of the sales contract, settlement statement and other closing procedures Considerati... More Info

    $50
    1.25General Credits

  • The Nuts and Bolts of Guardianships

    This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in such matters. We also discuss the Uniform Health Care Decisions Act enacted by many states. We will discuss other matters on guardianships/conservatorships and when such a proceeding shoul... More Info

    $50
    1General Credit

  • Common Issues with Navigating the Changing Landscape of Multistate Taxation of Crypto Currency & Crypto Based Companies

    State Taxation varies across every state in the United States. Specifically at a State and Local Tax (SALT) level, every jurisdiction has its own tax code and tax treatment for various applications. For example, the way California may classify revenue from a certain company is not the same as Texas will perceive the revenue. Of course, the Supreme Court of the United States has weighed in on limitations of a state’s power to tax, citing the Commerce Clause and various other constitutional cons... More Info

    $50
    1General Credit

  • Tax Consequences of Retiring or Selling Your Law Practice

    This CLE session will concentrate on the tax consequences of retiring or leaving your law firm or other professional partnership including LLCs and PLLCs. A recent Tax Court decision provides guidance and highlights tax traps to avoid. We will analyze practice goodwill and client based intangible assets and how they are treated under various methods. The special partnership provisions applicable to sales and redemptions will be contrasted. More Info

    $75
    1.5General Credits

  • Criminal Tax Investigations and Procedures: What Practitioners Need to Know

    This CLE course will provide foundational information about how federal criminal tax matters arise, how criminal tax matters are investigated, and other tips and best practices for dealing with clients who are (or may become) the subject of a criminal tax investigation. Topics that will be covered include: How federal criminal tax investigations originate, and the key government personnel involved in tax investigations and prosecutions; Commonly investigated and prosecuted federal... More Info

    $50
    1.25General Credits

  • Business Valuation for Attorneys

    Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and partnership disputes, in addition to sales, purchases and other transactions, are just some of the circumstances where valuation is a critical factor. This Seminar reviews the po... More Info

    $50
    1General Credit

  • Elder Law and Long Term Care Insurance Update

    Hear an update on the most recent developments in elder law that you and your clients should be aware of. Discover what you need to know about your and your client’s questions, concerns and strategies regarding the subject of paying for an unexpected & unreimbursed long-term care illness. Understand when a traditional long term care Insurance policy is a better solution than one of the newer Combo/Linked plans, and vice versa. Attendees will also have the opportunity to ask questions o... More Info

    $50
    1.25General Credits

  • How to Prepare for Long-Term Care Costs

    This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Additionally, they will cover Medicaid planning and various products available to address this need. More Info

    $50
    1General Credit

  • Navigating the SEC and CFTC Whistleblowing Programs

    This CLE course provides an overview of the CFTC, SEC, and IRS whistleblower programs, with a focus on the basics of eligibility, anonymity, and the whistleblowing process. The course will cover the analysis of potential whistleblower claims and the necessary steps for filing a whistleblower claim with each agency. Participants will learn about the ambiguities in the whistleblower awards process and gain insight into the factors that are considered when determining the amount of an awar... More Info

    $50
    1General Credit

  • Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

    Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to understand is when matrimonial and real estate law overlap. It is common for a couple who is divorcing to also own real estate, commonly the marital residence. In some instances, the couple may o... More Info

    $50
    1General Credit

  • What You Need to Know About Drafting and Funding the ILIT

    The great majority of current trustees responsible for your clients’ Irrevocable Life Insurance Trusts are their eldest sons and daughters acting as unskilled/amateur trustees. For the most part they are not aware of various opportunities and strategies available to them, nor are they aware of the responsibility and fiduciary liability they’ve assumed for the maintenance of their trust’s life insurance coverage. In the near future, trust planning & trustee guidance will become even mor... More Info

    $50
    1General Credit

  • Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

    If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including: who can be a personal representative of a Floridian’s estate? FL has valuable homestead protection. What is that and how might you take advantage of it? What language might you add to a revocable... More Info

    $75
    1.5General Credits

  • Estate Planning: Common Issues; Practical Answers

    Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info

    $50
    1General Credit

  • Legal Issues for Growing Cannabis at Home

    Cannabis was legalized in New York under the Marijuana Regulation and Tax Act. During the tense negotiations and against the lobbying of trade groups such as the New York Medical Cannabis Industry, cannabis advocates fought for the inclusion of home cultivation in the new law. To our astonishment, we received word on March 30 that we had prevailed, and homegrown was included in the final version of the bill. In the mad rush for money that has since taken over the cannabis industry, hom... More Info

    $50
    1General Credit

  • New Marijuana Legislation & Vehicular Search & Seizures: Lingering Odor Of Marijuana as Probable Cause & Residue

    This course is intended to provide tools with which criminal defense attorneys can, under the New NYS Marijuana Legislation, the “Marijuana Regulation and Taxation Act", utilize from its new search and seizure protections regarding alleged odor of marijuana as alleged probable cause to conduct a vehicle search. We will focus particularly on the recent case of In the Matter of POLICE DEPARTMENT v. XAVIER J. WILLIAMS; Joan R. Salzman, Administrative Law Judge, which retroactively applied... More Info

    $50
    1General Credit

  • Complexities of Acquiring Control: Where the Fed’s Control Rule Meets Other Regulatory Definitions

    The Federal Reserve finalized revisions to its approach for determining whether one company has control over another for purposes of the Bank Holding Company Act and the Home Owners’ Loan Act, as amended. While in many respects the final rule codified the Fed’s existing control standards, it also introduced new concepts and raised critical questions about the industry should implement the rule in practice. Over the last two years the industry has grappled with how to apply these revisi... More Info

    $75
    1.5General Credits

  • The Secure ACT: Five Key Considerations

    This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info

    $50
    1General Credit

  • Hot Topics in Employment Law Since #MeToo

    The #MeToo movement has been a transformational groundswell that rolled out from breaking news several years ago. The bombshell exposé published by The New York Times brought to light decades of sexual harassment, discrimination and abuse by Hollywood mogul Harvey Weinstein, launched the movement and has led to dramatic social and legal change. Following the Weinstein exposé, #MeToo roared across social media platforms, onto the streets and into the courtrooms, as countless individuals share... More Info

    $100
    2General Credits

  • Citizenship and Residence: Prerequisites to Extra Territorial Taxation

    An examination of the various (jurisdictional) bases for imposing tax on the extra-territorial income of persons with an emphasis on natural persons; the meanings ascribed to the various different bases under the Code, some State statutes, some countries; residence status for tax treaty purposes; dual residence; acquisition of status and planning therefor; relinquishment of status and planning therefor; expatriation meaning and departure tax enforceability and planning. The syllabus wi... More Info

    $75
    1.5General Credits

  • Long Term Care Ins and Outs: Elder Law Update

    Unexpected, unreimbursed long-term care expenses, be they for cognitive or physical impairments, can have catastrophic effects on a client's personal life, as well as the lifestyle of their spouse and family. Arrangements that clients make or don't make while they are younger and healthy will determine the quality of their lives & their families lives going forward. This CLE course will discuss what you and your clients need to know about Traditional & the new Combo/Linked insurance pla... More Info

    $75
    1.5General Credits

  • "Sweat Equity" in Small Businesses and Venture Startups: The Legal and Tax Issues

    When a startup or small business first launches, it is easy to issue shares (almost) tax-free to the company founders. When a shareholder or LLC member receives shares in exchange for his or her labor, or “sweat equity,” the legal and tax issues are a bit more complicated. In this fast-paced, entertaining presentation, you will learn: whether “sweat equity” workers should be treated as employees or independent contractors; the use of restricted stock, options, warrants and other equ... More Info

    $50
    1General Credit

  • What You and Your Clients Need to Know About the USPTO’s Post-Registration Audit

    Removing “deadwood” (registrations for marks that are not in use in commerce) from the Trademark Register has become an increasingly important priority for the USPTO in recent years. A few years ago, the USPTO instituted a permanent post-registration audit program by which it requires trademark registrants who file a Declaration of Use to submit proof of use for two additional items in each class, beyond the product for which a specimen is submitted. This webinar will teach you about th... More Info

    $50
    1General Credit

  • Legal Ethics in Tax Practice

    Lawyers generally understand that tax is a niche practice area with unique characteristics. The distinguishing factors include not only the technical aspects of the discipline, but also the way practitioners need to mind ethical standards. On top of the ABA Model Rules and the ethics codes of the individual states, tax lawyers also answer to IRS Circular 230. They also must navigate the various penalties set forth in the Internal Revenue Code. For opinion practice, tax attorneys look t... More Info

    $50
    1Ethics Credit

  • Hot Topics in Municipal Securities and Other Fixed Income

    FINRA and MSRB staff discuss recent enforcement actions related to municipal securities (e.g., 529 Plans, municipal short positions), examination priorities, fixed income-related rulemaking, and common problems uncovered during Member Supervision and Market Regulation reviews. After attending this session, you will be able to: Review recent enforcement actions on 529s and muni shorts Discuss topics related to municipal securities Discuss recent and ongoing regulatory initiatives More Info

    $50
    1General Credit

  • Advanced 1031 Exchange Topics: Reverse and Improvement Transactions

    The course will take a closer look at some advanced aspects of 1031 Exchanges, namely Rev. Proc. 2000-37 - Reverse Exchanges. Different forms of “parking” transactions will be discussed, including improvement exchanges. Additionally, 1031 Exchanges often give rise to Partnership issues – various strategies for consideration will be covered. More Info

    $50
    1General Credit

  • Split-Dollar Life Insurance Planning After the Levine Case

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning then analyze the case. This follows prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine case, and how that contrasts t... More Info

    $50
    1.25General Credits

  • Bitcoin: Time For Lawyers To Take A Byte

    The economic impact of digital evolution is a reality of our daily lives. Over the past decade, the “Internet of Things” replaced the “Internet of Information.” Today and since the emergence of blockchain technology, we are seeing a sweeping wave of the “Internet of Value” gradually taking over the web and yielding in its wake a transformation of our economic systems deeper than the first two waves combined. Open a magazine, nowadays, and you’re bound to find an article discuss... More Info

    $50
    1General Credit

  • What Employment Lawyers Need to Know About Executive Compensation

    This CLE program will highlight the key considerations for employment lawyers handling executive employment matters both on behalf of management and individuals. The program will feature equity compensation basics, including the common terms in grant agreements, pitfalls in negotiating offers, employment termination impacts, and 409 tax issues. The program will provide valuable insights and practical takeaways for employment negotiations and disputes along with a touch of tax basics. More Info

    $50
    1General Credit

  • GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potenti... More Info

    $50
    1.25General Credits

  • The Regulation of Private and Foreign Funds in the Age of Cryptocurrency

    This CLE course is designed to provide an overview of the regulatory regime applicable to private and foreign (i.e., non-registered) investment funds and the issues raised by the explosive rise of cryptocurrencies in the past several years. The course begins with an overview of the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act, the Investment Advisers Act, the Dodd-Frank Act and the SEC and CFTC rules and regulations applying this legislative fr... More Info

    $75
    1.5General Credits

  • Return to Office: Employment Tax Considerations

    The Covid pandemic has had companies re-imagine workplaces both actual and virtual. Please join us to discuss employment tax and fringe benefit aspects of a distributed workforce or hybrid workforce, as well as some specific benefits that are being offered real-time to entice employees to return to physical offices or remain-in-place with current employers as well as any current guidance from the IRS/states on how to handle these complex tax issues for reporting and withholding for yo... More Info

    $50
    1General Credit

  • How The New Proposed Tax Bill Can Impact Your Retirement Account

    This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info

    $50
    1.25General Credits

  • Representing the Founders and Initial Investors in a Startup Technology Company

    The startup phase of a technology company is a very volatile time, as the startup's management team is being assembled, its products and services are being developed and tested, intellectual property protection and marketing strategies are being researched, and (most importantly) the company's initial capital is being raised. In this fast-paced, entertaining presentation by a leading startup attorney, you will learn how to deal with the most common corporate, securities and tax law iss... More Info

    $75
    1.5General Credits

  • Attorney's Guide to Traditional and Combination Long Term Care Insurance Coverage

    Join our expert panel as they discuss what the practitioner needs to know about the current elder law trends, including the benefits of pre-crisis planning, estate planning updates, proposed legislative changes and the importance of long term care insurance. Our panelists will also discuss traditional and combo long term insurance plans, including: how long term case works; costs and benefits; previous problems; integration with Medicaid planning or stand alone plans; integration with... More Info

    $75
    1.75General Credits

  • Transfer Pricing for Multinationals: Practical Insights for Attorneys

    Transfer pricing is widely considered the most contentious and expensive tax issue facing multinational companies today. However, many companies struggle to navigate the competing requirements of the IRS and international tax authorities. This CLE course will provide insights into how attorneys can identify and assess client global transfer pricing issues from a practical perspective. The course explains the requirements of Section 482, Section 6662 documentation standards, and the O... More Info

    $75
    1.5General Credits

  • The Patent Process for the Curious: What Lawyers Need to Know

    As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which in turn requires passing its own exam and an undergraduate degree in a science or engineering. Because it is such a specialized area of practice, with about only 40,000 active practitioners in the US... More Info

    $50
    1General Credit

  • Ethical Considerations for Counseling IRC Section 1031 Exchanges

    This CLE course will highlight the Rules of Professional Conduct as they may intersect with 1031 Exchanges. The presentation will include: competency, scope of representation, conflict of interest issues and selection considerations of the Qualified Intermediary. Throughout the presentation, case-studies will be discussed. More Info

    $50
    1Ethics Credit

  • International Joint Ventures: Problems, Solutions and Approaches

    This CLE course provides an overview of the legal aspects of cross-border joint ventures (JVs). It covers the basic “nuts-and-bolts” of JVs, such as purpose, capital contributions, governance and management, veto rights and minority protections, profit distributions, transfer restrictions, exit strategies and dispute resolution, but aims to do so specifically in the cross-border or international context. That means also addressing cultural and foreign law issues, repatriation of profit... More Info

    $75
    1.75General Credits

  • New York’s Brand-New Power of Attorney

    This CLE will discuss the brand new Power of Attorney law that took effect recently. Elizabeth Forspan, Esq. will go through the major changes to the form and how attorneys and others should plan accordingly. Elizabeth will review the key items to include in new powers of attorney being prepared. More Info

    $50
    1General Credit

  • Performing Tax Research Like a Pro: What Attorneys Need to Know

    This CLE course is designed to teach the participant how to navigate through authoritative primary federal tax materials. Or as Solicitor General Erwin Griswold would have stated: “You can think great thoughts or you can look at the statute.” The quotation is an apocryphal story. One must learn how to navigate tax research software as well as legal research software. And, of course, one must learn how to write tax memoranda that is convincing and is free of ambiguities. Today’s technol... More Info

    $175
    3.5General Credits

  • Basics of IRA Taxation & Investment Rules

    This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as they apply to retirement accounts. The course will explore the history of the U.S. retirement system, concept of tax deferral, as well as detail the contribution, distribution, and other related tax rules regarding each specific IRA. The cours... More Info

    $75
    1.5General Credits

  • How to Protect Your Law License: Reading from Below the Bottom Line

    Join us for a two-part session designed to keep you in compliance with your ethical and business obligations. The first part of the session will focus on strategies for staying in compliance in such matters as: Client Relations: evaluating potential clients; avoiding conflicts; when to terminate relationships Communicating with Clients: informed consent; material risks Tax Compliance IRS and State Audit Steps Avoiding Criminal Tax Investigations More Info

    $100
    2.25Total Credits
    1 Ethics

  • Key Federal & State Estate Planning Considerations and Opportunities

    An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true methods that are valuable to know. This CLE course will provide an overview of the best of those strategies. The course will take both a state and trust situs perspective and will also look at the issues through a federal lens. Future potent... More Info

    $50
    1General Credit

  • Financial Planning for Lawyers

    While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dis... More Info

    $50
    1General Credit

  • An Attorney’s Guide to IRS Practices and Procedures

    This CLE course will review the basics of IRS Practice and Procedures. We will review the significance of the Notice of Deficiency and discuss a basic approach for meeting the requirements of the audit, appeal and Tax Court process. Various strategies for successfully and effectively representing your client in this process will be discussed. More Info

    $50
    1.25General Credits

  • The State Tax Man Cometh Knocking: South Dakota v. Wayfair, Inc. & the Rapidly Evolving State & Local Tax Environment

    The Decision by the United States Supreme Court in South Dakota v. Wayfair, Inc., has dramatically changed the state tax environment for businesses. State tax authorities have started aggressively pursuing out-of-state sellers and in many cases are applying their laws retroactively to tax periods prior to the Wayfair decision. Moreover, many states are not stopping at sales taxes and are expanding and changing the definitions of nexus in the areas of direct taxes including gross receipts, inco... More Info

    $50
    1General Credit

  • Business, Tax and Ethical Fundamentals Every Transactional Lawyer Needs to Know

    Understand the business and tax fundamentals associated with transactional law practices, as well as their ethical implications. Some of the important issues to be addressed include: the scope of engagement; factors to consider when accepting new clients or new matters; standards of care; what is taxable income, taxable liability, taxable gains and losses and gain and loss realization vs recognition; non-recognition provisions (1031 like kind exchanges; 1033 involuntary convers... More Info

    $75
    1.75Total Credits
    0.75 Ethics

  • 1031 Exchanges And The DST: What Attorneys Need to Know

    This CLE program will discuss one of the tools owners of investment property can take advantage of, IRC section 1031! Over the course of this CLE program, we will review: The evolution of 1031 exchanges The impact of the most recent IRS Notice 2020-23 on active and upcoming exchanges The effect of COVID-19 on their deadlines The advantages of investing through Delaware Statutory Trusts More Info

    $100
    2General Credits

  • Estate Administration, Estate Planning and Lien Resolution Basics for Personal Injury Attorneys

    This CLE program will provide the personal injury attorney with the basic understanding of the ins and outs about Estate Administration and its requirements for establishing an estate fiduciary to be able to continue with a personal injury and/or wrongful death actions. In addition, there will be insight provided as to what estate planning needs may come about as a result of the settlement of case for personal injuries and/or wrongful death. Finally, attendees will learn about the basics abou... More Info

    $75
    1.75General Credits

  • Tax, Financial and Legal Implications of Elder Care Planning

    This CLE program will discuss Medicaid and Elder Care planning and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income requirements for Medicaid long term care eligibility. She will discuss various tax issues that often arise in the context of elder care planning, such as basis issues and real estate tax exemptions. Elizabeth will also give an overview of what the ideal elder car... More Info

    $50
    1General Credit

  • LIHTC & Affordable Housing

    The LIHTC was designed to dramatically increase the number of affordable housing units in the face of a harrowing housing crunch. The program has financed and built nearly 100,000 affordable units each year since its inception, generating over $3.5 billion in tax revenue. How does it work? This CLE course will explain how the LIHTC operates and what makes it different from other projects. The course will explain the potential risk, compliance issues and how under-performing assets are converte... More Info

    $50
    1.25General Credits

  • Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions

    The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akhavan will discuss the tax pitfalls that can result from owning real estate in the United States and will discuss different planning structures that can be used to avoid adverse tax consequences. Additionally, Eli will discuss reporting requirements s... More Info

    $50
    1General Credit

  • 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

    $50
    1General 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

    $50
    1General 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

    $75
    1.5General 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

    $100
    2General 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

    $75
    1.75General 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

    $75
    1.75General 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

    $75
    1.75General 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

    $50
    1General 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

    $75
    1.75General 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

    $75
    1.5General Credits

  • Helping Your Clients Resolve Tax Problems

    The tax system is often overhauled, but it never seems to get any simpler. It’s no surprise that so many individuals find themselves entangled in tax issues. This CLE course will present strategies to help clients resolve their tax issues and address various IRS notices. The course will explain how to assess the legitimacy of letters, understand IRS notices, and protect a client’s rights while avoiding liens or levies. Tax debt resolution and the pros and cons of different avenues of resolutio... More Info

    $75
    1.75General Credits

  • Elder Law for Family Law Attorneys

    With more and more seniors filing for divorce, family law attorneys should familiarize themselves with some unique issues that seniors face when going through a divorce and how a potential settlement may affect those issues. In this CLE course, attorney Maurice Giro will discuss: What is elder law? What kind of benefits may my client be eligible for? What is Medicaid and SSI? How may a support award effect my client’s eligibility for certain benefits? Equitable distributions and its interplay wi... More Info

    $75
    1.75General Credits

  • 1031 Exchange Basics and Beyond

    1031 Exchanges are not nearly as simple as they may seem. This CLE course will explain the basics of a 1031 Exchange in a user-friendly, easy to understand format. The course will explain the purpose of the exchange and take you through the process step-by-step. Designed for novice attorneys, the course is also relevant for those who could use a refresher. More Info

    $75
    1.75General Credits

  • Religion and Estate Planning

    Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious beliefs. A recent Gallup Poll on the role of religion in the United States, 37% of respondents self-identified as “Highly Religious.” That same year Americans donated upwards of $127B to support religious organizations and causes. Yet despite the central... More Info

    $50
    1General Credit

  • 1031 Exchanges: An Advanced Seminar and Open Forum

    This CLE presentation goes deeper than the typical program addressing Section 1031 Exchanges. Besides addressing the fundamentals, the program will explore more advanced concepts, such as leasehold improvement exchanges, private equity transactions, and the so-called “drop-and-swap” technique. Furthermore, the presenter answers questions about the nuances of executing a Section 1031 Exchange, reporting the exchange for tax purposes, and finer points about advising clients of what is and is not p... More Info

    $50
    1General Credit

  • International Income and Estate Tax Planning

    Jacob Stein, Esq. and Manya Deva Natan, Esq. discuss several key aspects of international tax planning. Using real-life scenarios from case studies. Manya covers estate tax planning, providing an overview in the dramatic differences between estate tax exclusions for U.S. persons, and for non-resident aliens. She discusses the importance of planning for NRA investors and the best structures to use. In addition, she touches on the dream inheritance and how to plan for U.S. citizens and resident... More Info

    $50
    1General Credit

  • Are Taxes Dischargeable in Bankruptcy?

    Tax debts can be burdensome to some individuals. For various reasons the delinquent taxpayer cannot utilize IRS collection options and needs to file for bankruptcy relief. This CLE program will review the possibility of bankruptcy as a means for resolving a tax controversy for a taxpayer with an unmanageable tax debt. If you find yourself in that predicament, there are various procedures and options available to you to resolve your IRS situation. More Info

    $50
    1.25General Credits

  • Insufficient Funds: Representing Clients on Tax Matters When the IRS Comes Knocking on Their Door

    Unplanned life events, such as divorce, catastrophic medical expenses, and other outside factors can lead to even the most responsible taxpayer having an unmanageable tax debt. This CLE program will review what options are available if your client finds themselves in that predicament. There are various procedures and options available to resolve your IRS situation. More Info

    $75
    1.75General Credits

  • Captive Insurance: State and Local Tax Issues

    State and local tax issues are a hot topic for captive insurance companies as these taxes are widely misunderstood and a new area of increased interest from state departments of insurance to generate revenue. Captive insurance professionals need to understand the basics of income and franchise taxes, sales and use taxes, and how those principals apply to various captive insurance taxes. This CLE course demonstrates that SALT is largely a function of constitutional law and the skilled practitio... More Info

    $50
    1General Credit

  • Captive Insurance: Strategies & Tactics

    This CLE course introduces the corporate attorney to how captive insurance companies operate with a focus on the profitability captives provide to their affiliated groups. Captives structuring techniques are analyzed in light of recent Tax Court cases. In addition, the course explores the use of captive insurance as a cost minimization strategy for workers compensation and healthcare benefits. More Info

    $50
    1.25General Credits

  • Technology and Estate Planning

    Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are just being adapted by professionals. The focus of this program will be practical discussions of how practitioners can adapt different technologies and use them in their practices. Betsy Ehrenberg of Legacy Concierge will explain how software can ma... More Info

    $50
    1General Credit

  • Don’t Get Caught in a Transactional Maze: Income Tax Fundamentals and Their Ethical Implications for Lawyers

    Learn from both a tax expert and a noted legal ethicist about income tax fundamentals and their ethical implications for the transactional lawyer. Some of the important issues to be addressed include: Fundamentals of the Income Tax System: Taxable income and tax liability; taxable gains and losses; gain and loss realization vs recognition General Exclusion Provisions: COD Income; Gain on sale of principle residence; Opportunity Zone Exclusions General Nonrecognition Provisions: 1031 L... More Info

    $75
    1.75Total Credits
    0.75 Ethics

  • Creative Cutting Edge Trust Planning Strategies

    The Jobs Cut Tax Act, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will review creative and cutting edge tax, trust and related planning techniques which practitioners can use to better serve clients. More in depth and objective discussion will be provided about the uses and issues of non-grantor trusts for income tax and other b... More Info

    $100
    1.75General Credits

  • Asset Protection Planning

    Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This program will teach you everything you need to know about protecting your client’s assets from frivolous plaintiffs and creditors. Eli Akhavan, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with business entities as well as domestic and foreign trusts. This CLE course will explain how to structure asset prote... More Info

    $50
    1General Credit

  • Real Estate Closing Practices in New York and New Jersey

    Understand what is involved with buying and selling real estate in New York and New Jersey, including what it takes to get the deal closed. Topics include real estate contracts; dealing with objection letters; inspections; title; mortgages; buyer's and seller's closing disclosures; tax obligations; and more. More Info

    $75
    1.5General Credits

  • Managing and Valuing Tangible Personal Property in Estates

    This CLE program will discuss best practices for managing and valuing tangible personal property in trusts and estates. The program will cover a variety of different kinds of property including motor cars, jewelry, rare books and fine art and give an overview on the following topics: Appraisals values and purposes IRS-defined qualified appraisers and qualified appraisals IRS Art Advisory Panel Factors affecting valuation (and past examples) Regulated materials Authenticity Title/... More Info

    $50
    1General Credit

  • Advanced Planning with Trusts

    Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this CLE presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use of trust protectors, special needs planning and asset protection planning. Topics include: Successfully Revoking Irrevocable Trusts Utilizing Trust Protectors Using Trusts for Premarital Planning Effectively Transferring Real Property to... More Info

    $50
    1General Credit

  • International Taxation: A Primer for Business and Immigration Lawyers

    This CLE program will be a discussion on inbound taxation (foreigners doing business or investing in the U.S.). You will learn the important aspects such as income taxes applicable to non-resident aliens, pre-immigration planning, FIRPTA, and ownership structures for non-resident aliens. The discussion will also touch on the changes to international taxation brought about by the new tax act. More Info

    $50
    1General Credit

  • 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

    $75
    1.25General Credits

  • 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

    $50
    1General Credit

  • 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

    $125
    2.25General Credits

  • 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

    $50
    1General Credit

  • 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

    $50
    1General Credit

  • 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

    $50
    1General Credit

  • 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

    $100
    1.75General Credits

  • 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

    $50
    1General Credit

  • 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

    $50
    1General Credit

  • 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

    $50
    1General Credit

  • Non-Tax Considerations of Estate Planning

    Estate planning has been transformed in large part by the dramatic increase in the estate tax exemption. Regardless of whether Tax Reform is enacted or whether it doubles the gift and estate tax exemption as proposed, very few decedents pay an estate tax. Practitioners need to address a wide range of non-tax factors to help clients and remain relevant. This CLE program will focus on many non-tax factors (not just income tax basis step-up maximization) that practitioners should consider. More Info

    $50
    1General Credit

  • 1031 Exchanges: Rules to Succeed & Common Pitfalls

    1031 Exchanges are a useful tool for investors, attorneys, title agents, and real estate agents. This CLE course will give attendees an overview to 1031 Exchanges, in addition to touching on all basic rules, regulations, benefits and other concepts necessary for a successful 1031 Exchange. Attendees will learn how utilizing a 1031 Exchange can not only help defer capital gains taxes on investment and commercial properties, but how it can be used as a tool to reinvest wealth and grow their inve... More Info

    $50
    1General Credit

  • Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors

    Art is unlike many other occupations. It combines the creative passions of inspiration and personal vision with the business acumen of marketing and salesmanship. For this reason, it is an incredibly difficult asset to incorporate into a financial and tax plan that is comprehensive. This CLE course will provide a complete overview on how to strategically approach the ideal disposition for their collection. Geared for both collectors and advisors, the course will review collection practices and... More Info

    $50
    1General Credit

  • Recent Developments with Practical Estate Planning Implications

    The estate planning world is focused on the uncertainty of repeal (or not) which has profound impact on what planning might be appropriate. But practitioners should not overlook the stream of new developments that might impact clients now. This CLE program will provide a practical practice oriented review of new developments including the following: Estate tax repeal – what it means to planning. Portability new Relief - Rev. Proc. 2017-34 provides significant lenience to make a lat... More Info

    $50
    1.25General Credits

  • Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool

    SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (“SLATs”). This can provide a flexible framework for a wide range of clients and can achieve an array of planning goals. The technique can be adapted for modest estates needing life insurance trusts, to ultra-high net worth clients requiring... More Info

    $50
    1General Credit

  • Trusts: Planning and Drafting for Divorce

    Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Traditional trust drafting often falls far short of providing the safeguards clients want. What provisions should be used in drafting trusts to achieve better results? What trust planning techniques can be used in different client situations to achieve gr... More Info

    $50
    1General Credit

  • Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics

    The many advantages of revocable trusts have made them a go-to as a vehicle for estate planning. But as with all legal remedies, the decision whether to implement them should be determined on a case by case basis. This CLE course will offer a complete overview of revocable trusts including the process, costs, eligibility, jurisdiction, surrogate court litigation and the overall pros and cons of revocable trusts in estate planning. More Info

    $125
    2.5Total Credits
    1 Ethics

  • Drafting Basic Wills, Trusts and Advance Directives

    Learn from a panel of experts what you need to know to draft basic wills, basic trusts as well as advance directives. Topics to be covered include: Will Drafting 101 Due Execution from a Litigator’s Perspective Advance Directives: Living Wills, Health Care Proxy and General Powers of Attorney, Nomination of a Guardian Drafting Basic Trusts More Info

    $150
    3.25General Credits

  • The Basics of Estate Administration

    The realm of estate administration is often accompanied by a variety of important and complex considerations. Designed to provide an overview of the estate administration, Attorney Jill Miller will guide attendees through an estate's life cycle while revealing the fundamental steps and action items for each phase. Ms Miller covers a wide range of topics including the necessary steps that should be taken at a decedent's death, proper document preparation to ensure a will is admitted to probate... More Info

    $75
    1.5General Credits

  • Pre and Post-Nup Clauses to Address Trust Issues

    Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial practice. In order to achieve optimum results for clients, it is beneficial for agreements to be drafted using an interdisciplinary approach. A key area where it is important to keep cross-disciplinary concerns at the forefront is with respect to trusts and how they may be impacted by marital agreements. This CLE course will review common marital agreement provisions (prenuptial and post-nuptial agreemen... More Info

    $50
    1General Credit

  • The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers

    Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal estate tax, estate planning is being transformed. Maximizing income tax basis on death will only hold modest allure for most clients. However, asset protection planning, is relevant to every client. The construct of an asset protection planning conti... More Info

    $50
    1General Credit

  • Tax Aspects of International Estate Planning

    The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around the world for investment and personal reasons. This CLE seminar will familiarize attorneys with the basic tax issues involved in international estate planning. More Info

    $50
    1General Credit

  • The Challenges to Property Tax Exemptions for Nonprofit Entities

    Non-profit organizations provide tremendous services both to local communities and the federal government. They employ hundreds of thousands of workers, purchase goods and services and utilities, pumping untold millions into the local economy, and paying taxes while providing communities with health care, employment training, disaster relief, food for the homeless, counseling and much more. But what does it take to obtain non-profit status and how does that status impact tax exemptions?... More Info

    $75
    1.75General Credits

  • How to Avoid and Defend Against a Tax Audit

    Gain a new level of awareness regarding various tax issues, tax return preparation, hiring tax professionals, understanding taxpayers’ rights and even how to take a more personal interest in your own tax returns. Understand the relevant tax forms, as well as the steps you should take when you or a client have been selected to undergo an audit by the IRS. More Info

    $75
    1.5General Credits

  • Navigating the Minefield of Fiduciary Service: A Primer on the Current Landscape of Trustee and Executor Responsibility

    It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This CLE program will examine many important legal and practical issues that executors or trustees confront, and it will present cautionary lessons from recent case law concerning fiduciary conduct. The program will also cover management responsibility over assets, obligations to estate and trust beneficiaries, and strategies to avoid internal disputes and litigation. More Info

    $50
    1General Credit

  • Aging Clients: Estate and Longevity Planning

    Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and drafting techniques not meet the needs of many of our aging clients and how can you specifically plan and draft differently to address these issues? Why are durable powers of attorney insufficient planning for many aging clients? Why does the law not pr... More Info

    $50
    1General Credit

  • Estate and Financial Planning Considerations that May Change How We Practice

    Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning ideas that can help transform how estate planning is practiced. For example, a new paradigm for gifting is presented which is very different from the traditional perspectives on how clients should gift. Practical legal, financial and drafting considera... More Info

    $50
    1General Credit

  • The Essentials of Planning Before & After Death

    Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts to use remaining gift and GST exemption may be warranted. For clients whose estates may be taxable maximizing discounts may be called for. While for smaller estates revising FLP and LLC governing documents to minimize or eliminate discounts might ins... More Info

    $50
    1General Credit

  • Chinese Investment in U.S. Real Estate

    The U.S. property market has become a popular destination for wealthy Chinese nationals seeking safe investment opportunities abroad. International real estate transactions implicate legal issues associated with the transfer of funds, taxes, corporate formation, reporting and disclosure requirements, national security and immigration. This CLE lecture will discuss legal strategies for addressing these issues proactively so as to avoid post-acquisition problems. More Info

    $50
    1General Credit

  • Accommodating Non-U.S. Investors: Structuring Real Estate and Other Fund Investments to Minimize U.S. Tax Impacts

    Tannenbaum Helpern tax attorneys Michele Itri and David Schulder along with RSM US LLP's International Tax Principal Mark Strimber, will discuss how hedge funds and private equity funds can minimize tax burden for non-U.S. investors. These investors are primarily concerned with avoiding U.S. tax filing obligations and paying U.S. tax on "effectively connected income" which can result from a non-U.S. investor's investment in U.S. real estate, certain U.S. loans, U.S. operating companies and fee... More Info

    $75
    1.5General Credits

  • Business Formations 102: Limited Liability Companies

    This CLE course, presented by Tully Rinckey PLLC Partner Graig Zappia, Esq., will draw upon his experience as a seasoned real estate and corporate law attorney to assist attorneys of all levels of skill and experience in improving their legal knowledge regarding how to form Limited Liability Companies under New York State law. Mr. Zappia will provide guidance to attorneys on the various forms and procedural requirements to form Limited Liability Companies and Professional Limited Liability Com... More Info

    $35
    0.75General Credit

  • How to Structure Employment Agreements and Employee Equity Offerings to Avoid Section 409A Tax Traps

    Section 409A of the tax code impacts virtually every agreement, program or other arrangement that provides for the deferral of compensation for employees or other service providers. This CLE program will provide an overview of Section 409A's key provisions and outline how you can structure your stock option and phantom equity plans and employment and severance agreements to ensure compliance. More Info

    $50
    1General Credit

  • Probate and Estate Administration for the General Practitioner

    A large number of cases start out "Somebody died, and then..." At that point there are usually three sets of variables in play. There is a Will or there is not. The situation is friendly or it's not. The lawyer is being asked to represent the fiduciary or someone affected by the fiduciary. In New York these matters are handled in Surrogate's Court. This CLE course addresses the practical aspects of moving cases through Surrogates Court. In this seminar Barry Seidel reviews the vari... More Info

    $125
    2.25General Credits

  • Drafting Prenuptial Agreements

    This CLE lecture is a sophisticated look at the process of drafting complex prenuptial agreements for high net worth individuals. It explores the basic ideas and concerns that must be handled in terms of a prenuptial agreement. The lecture describes the three basic areas which must be covered in a prenuptial agreement; the difference between marital and separate property; issues relating to agreement regarding maintenance, as well as estate issues. Learn innovative techniques as to ho... More Info

    $75
    1.5General Credits

  • A Legal Guide to Introducing International Products and Services to the U.S. Market

    Introducing a product or service to the U.S. market requires a thought-out strategy that includes: selecting the best distribution model for a particular product or service maximizing the available intellectual property protection for your products and brand in the most cost-efficient manner planning and structuring your operations in the most tax-efficient manner navigating the maze of import, tariff and customs laws complying with any applicable rules or policies of the Federal Tr... More Info

    $100
    2General Credits

  • Estate Administration for Newly Admitted New Jersey Attorneys: Commentary on our Statutes

    For a novice attorney, administering an estate in New Jersey can seem overwhelming. But most of the information needed to successfully accomplish estate administration can be found in one place—Title 3B. This CLE course will offer a comprehensive review of Title 3B and the default provisions governing instruments in New Jersey as well as what steps to take when no instruments appear such as with guardianship and intestacy. The course will explain laws governing rights, duties and power... More Info

    $100
    1.75General Credits

  • Estate and Financial Planning For Clients Living With Chronic Illness

    130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye. This CLE course will explain some of the more common chronic illnesses, how to effectively work with clients and gain necessary information and the means by which a savvy estate planner may use their medical knowledge to increase their clients’ benef... More Info

    $50
    1General Credit

  • Representing Clients in State and Local Criminal Tax Investigations: What Every Lawyer Needs to Know

    NYS and NYC have numerous criminal penalties for deliberate tax payer fraud and misconduct that can be particularly onerous. Indeed, criminal tax enforcement in NYS has increased significantly since 2007 when the Department of Taxation and Finance decided to more aggressively use its powers to target tax fraud. Hear from a panel of experts what you need to know about NYS and NYC criminal tax enforcement and how you can advise and defend your clients when facing criminal tax investigati... More Info

    $125
    2.5General Credits

  • Dividing Defined Benefit Pension Plans in Family Cases

    This one hour CLE, conducted by nationally renowned QDRO attorney Matthew Lundy and expert tax attorney Adam Lusthaus, discusses the fine point of the often maze-like world of defined benefit pension plans in family law cases. It discusses both practical issues to be addressed in settlement agreements, and also high-level concepts related to taxability and valuation of defined benefit plans. More Info

    $50
    1General Credit

  • Estates and Trusts for the Non-Specialist

    This CLE program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include... More Info

    $50
    1General Credit

  • Asset Protection in the Public Benefits Context

    Nationally recognized asset protection and elder law expert, Robert F. Brogan, C.E.L.A., presents over two hours of information you can use to guide your clients in preserving their legacy, while obtaining the public benefits necessary to address their long-term care needs. This CLE program, designed for the intermediate and more advanced practitioner, explores a variety of techniques which the presenter has used successfully in one of the most difficult states in the country for Medicaid Pla... More Info

    $125
    2.5General Credits

  • Outbound and Inbound Taxation: An Overview of U.S. Tax Law

    The globalization of the economy has created countless opportunities for investors, importers and manufacturers. But the consequences of inbound taxation (foreigners doing business in the US) and outbound taxation (Americans doing business overseas) are growing increasingly complex. This comprehensive and fascinating CLE course will explain all the tax ramifications of these transactions, with particular emphasis on structuring options for all types of transactions including that for ownership... More Info

    $50
    1General Credit

  • Swiss Banks, Smuggling and Other Asset Recovery Issues

    In its 2007 National Money Laundering Strategy report, the U.S. government estimated that as much as $36 billion annually from just the former Soviet Union, was being secretly transferred through U.S. bank accounts and U.S. shell companies. Besides using U.S. bank accounts and shell companies, kleptocrats, Ponzi schemers, divorcing spouses, etc., can of course conceal assets by parking them in Swiss or other foreign bank accounts. This program analyzes how bank secrecy laws, multiple jurisdic... More Info

    $125
    2.5General Credits

  • Basic Estate Planning and Administration in New Jersey

    Estate Planning is perhaps the most comprehensive means of building, preserving arranging and distributing assets, both before and after death. But the construction of a secure estate plan requires both the knowledge of the elements of estate planning and how to maneuver within the confines of the legal requirements. This instructive CLE course will explain the primary documents involved, the various advantages of estate planning, wills probates and power of attorney, death planning and the... More Info

    $50
    1General Credit

  • Accounting Principles for Attorneys: What Every Lawyer Needs to Know

    Lawyers tend to be persuasive, argumentative and polished. But when it comes to the rules of accounting and taxation, even the best arguments will fall short in the face of steadfast rules and principles. This CLE course will explain the basic accounting principles every lawyer must know from the organizations that set the rules and standards to arranging a corporate capital structure. The course will explain stockholder equity, liabilities, long term investments, funds and assets, how t... More Info

    $75
    1.5General Credits

  • Employment Law: An Entertainment Industry Perspective

    A raft of common employment practices are now putting media and entertainment companies at risk. For example, incorrect classification of interns, volunteers, independent contractors, and full-time workers have all recently led to big legal headaches for small, mid-size, and even larger companies. Similarly, missteps in grants of equity to employees are leading to nasty tax consequences for employers and employees, souring relationships. Listen as two experienced employment lawyers review rece... More Info

    $50
    1General Credit

  • Legal Guidelines for Independent Contractor Compliance

    Understanding employee status is crucial for compliance. The rules governing independent contractor status and their implications on taxes, exemptions, and wage standards are manifold. This CLE course, presented by esteemed attorney Kenneth A. Sprang, esq., will offer a step-by-step explanation of the importance of proper classification, potential consequences of misclassification, drafting independent contractor agreements and understanding: Applicable tax ramifications IRS Codes, stand... More Info

    $50
    1General Credit

  • Drafting Basic Testamentary Documents

    Learn the basic requirements for drafting wills and simple trusts and become familiar with the requirements of a number of different types of documents. Topics covered include: Will drafting; Information collection and client interviews; Fiduciary tax compliance; Introduction to estate tax­­ – drafting basic trusts. More Info

    $125
    2.5General Credits

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