Indiana CLE - Tax Law Courses
This is a listing of Tax Law CLE Courses for Indiana. Please make your selection below of Indiana 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.
Indiana CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Approved CLE Sponsor (106648) by the Indiana Commission For Continuing Legal Education. To view our full accreditation details please .
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Tax Law Logic for Non Tax Lawyers
The subject of taxes is a universal legal issue. Whether you pay taxes, file for taxes or are subject to others who do, it’s imperative to understand the foundation upon which determination will be made on what is owed, when it is due, or whether a crime has been committed. These issues are determined by tax law and tax assessments, which are based on principles that provide that foundation and a clear understanding of these is necessary for testing and protecting one’s own tax positions as we... More Info
$291.1General Credits -
1031 Exchanges: Ethical Considerations
Navigating 1031 Exchanges can be intricate, and this in-depth CLE course is designed to unravel the complexities. This course will elucidate optimal strategies and a diverse range of ethical considerations associated with 1031 Exchanges. The agenda encompasses key aspects such as Qualifying Property, Scope of Representation, Conflicts of Interest, Identification, Qualified Intermediaries, and additional relevant topics. More Info
$341Ethics Credit -
The Nuts and Bolts of Guardianships
Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in these proceedings. The course will also explain the Uniform Health Care Decisions Act, which was passed in many states and explain a variety of issues related to guardianships/conservatorships th... More Info
$291General Credit -
Common Issues with Navigating the Changing Landscape of Multistate Taxation of Crypto Currency & Crypto Based Companies
State Taxation varies across US states. The State and Local Tax (SALT) levels in particular are different for every jurisdiction with their own tax code and tax treatment for different types of applications. For example, the revenue from a particular company is classified in California may vary widely from how it is viewed in Texas. The US Supreme Court, citing the Commerce Clause and various other constitutional considerations, places limitations on a state’s power to tax. One of these rela... More Info
$291General Credit -
Tax Consequences of Retiring or Selling Your Law Practice
This CLE course will address the tax consequences of retiring or leaving a law firm or professional partnership such as an LLC or PLLC. The course will present the issue through the lens of the recent Tax Court decision to provide guidance and point out potential tax traps. The course will also analyze practice goodwill and client-based intangible assets. The course will also include the applicable provisions that can be applied to sales and redemptions. More Info
$551.6General Credits -
Business Valuation for Attorneys
There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, estate planning, partnership disputes, sales and other transactions. This CLE course will offer a review of the potential needs and basic tenets of valuations. The course will explain the options... More Info
$291.1General Credits -
How to Prepare for Long-Term Care Costs
The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportunities available to business owners who seek to protect themselves and their families by leveraging their businesses. The course will also cover Medicaid planning and other products that addre... More Info
$291General Credit -
Navigating the SEC and CFTC Whistleblowing Programs
Whistleblower programs are not a particularly well known or understood feature of the various entities which have them, including the SEC, IRS and CFTC. This CLE course will present an overview of these programs including eligibility, anonymity and the whistleblower process. The course will review the steps needed to file a claim with each agency and explain how claims are analyzed. The course will then delve deeper into the various ambiguities in the whistleblower awards process and p... More Info
$291General Credit -
Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide
Matrimonial law requires attorneys to possess a wide breadth of knowledge since it intersects with many other areas of laws including immigration, contracts, criminal law, property, insurance, trusts, estates and taxes. The place where matrimonial and real estate law overlap is particularly complex and fascinating. Divorcing couples typically jointly own at least one piece of property, usually the marital residence, though some couples may own many properties. From rental properties,... More Info
$291General Credit -
Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know
This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a personal representative of a Floridian’s estate, the homestead protection available in Florida, and how to take advantage of it. Additionally, the presentation will discuss the language that can b... More Info
$551.6General Credits -
Estate Planning: Common Issues; Practical Answers
Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who establishes the trust, known as the settlor, is responsible for paying income tax on any income earned within the trust. This is an excellent strategy for accelerating the growth of trust assets and... More Info
$291General Credit -
Legal Issues for Growing Cannabis at Home
The Marijuana Regulation and Tax Act legalized cannabis in New York. Cannabis advocates successfully fought for the inclusion of home cultivation in the new law against the lobbying of the New York Medical Cannabis Industry and other trade groups. Since then, the cannabis industry has expanded exponentially, and while home grow does not get the attention of more commercial methods, it is one of the industry’s fastest growing sectors. This CLE course will review the laws that... More Info
$291General Credit -
New Marijuana Legislation & Vehicular Search & Seizures: Lingering Odor Of Marijuana as Probable Cause & Residue
The New NYS Marijuana Legislation, also known as the Marijuana Regulation and Taxation Act, offers tools for criminal defense attorneys under the new search and seizure protections allowing probable cause to conduct a search of a vehicle as a result of an alleged marijuana odor. This CLE course will review the new legislation and the tools it offers, focusing primarily on the recent case of Police Department v. Xavier J. Williams; Joan R. Salzman, Administrative Law Judge, which applie... More Info
$291General Credit -
Complexities of Acquiring Control: Where the Fed’s Control Rule Meets Other Regulatory Definitions
The Federal Reserve’s finalized revisions to determining one company’s control over another for purposes of the Bank Holding Company Act and the Home Owners’ Loan Act have been completed and though the final rule codified existing control standards, it simultaneously introduced new concepts and raised critical questions about the industry. Since these revisions, the industry has continued to grapple with how these revisions should be applied, particularly as it applies to contractual r... More Info
$551.5General Credits -
The Secure ACT: Five Key Considerations
This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The course will cover topics such as the new age requirements for RMD’s and age limitations on traditional IRA’s, distribution options for beneficiaries, flexibility and options with regards to 529 p... More Info
$291.1General Credits -
Hot Topics in Employment Law Since #MeToo
The beginning of the #MeToo movement can ostensibly be traced to when the New York Times published a bombshell expose that revealed decades of abuse and sexual harassment by Harvey Weinstein, a previously untouchable Hollywood mogul. The article, entitled Harvey Weinstein Paid Off Sexual Harassment Accusers for Decades, quotes a partner of the instructors' firm. Five years later, the #MeToo movement, a name inspired by sexual assault survivor and activist Tarana Burke, who years earlier h... More Info
$552General Credits -
Citizenship and Residence: Prerequisites to Extra Territorial Taxation
This comprehensive CLE course will examine the many jurisdictional bases for the imposition of tax on extra-territorial income. The course will focus on natural persons and the meanings that are typically ascribed to the variety of bases for the code. The course will cover state statutes as well as some countries’, residence status for the purpose of tax treaties, dual residents, the planning for and acquisition of status, planning for and relinquishing status, expatriation, and the e... More Info
$551.6General Credits -
"Sweat Equity" in Small Businesses and Venture Startups: The Legal and Tax Issues
Issuing shares that are (nearly) tax-free is relatively simple when a small business or start-up first launches. When a shareholder or LLC member receives “sweat equity” or shares in exchange for labor, the tax and legal issues become a bit more complicated. This entertaining, fast-paced CLE course will explain the issues of treating “sweat equity” workers as regular employees as opposed to independent contractors, as well as explain the use of restricted stock, options, warrants and o... More Info
$291General Credit -
What You and Your Clients Need to Know About the USPTO’s Post-Registration Audit
Deadwood refers to registration for marks that are not in use in commerce. Over the past few years, removing this deadwood from the Trademark Register has become an important priority for the USPTO. In recent years they instituted a permanent post-registration audit program requiring trademark registration filing a Declaration of Use to submit proof of use for two additional items in each class beyond the product for which a specimen was submitted. This CLE course will explain the post... More Info
$291General Credit -
Legal Ethics in Tax Practice
Tax law comes with its own unique challenges and characteristics. It is distinguished from other areas both by the technical aspects of the discipline as well as the ethical standards involved. Beyond ethics codes governing individual states and the ABA Model Rules, tax lawyers are also subject to IRS Circular 230 and must navigate the Internal Revenue Code’s myriad penalties. When it comes to opinion practice, tax attorneys often look to relevant Treasury Regulations which provides a... More Info
$341Ethics Credit -
Hot Topics in Municipal Securities and Other Fixed Income
There have been a variety of recent enforcement actions related to municipal securities (e.g. 529 Plans, municipal short positions), fixed-income related rulemaking, examination priorities and other typical problems that are revealed during Member Supervision and Market Regulations reviews. This CLE course, presented by FINRA and MSRB staff, will explain recent enforcement actions on muni shorts and 529’s as well as address a variety of topics related to municipal securities and recent... More Info
$291General Credit -
Advanced 1031 Exchange Topics: Reverse and Improvement Transactions
With a specific focus on Rev. Proc. 2000-37 – Reverse Exchanges, this CLE course will look closely at some of the more advanced aspects of 1031 Exchanges. The course will present different types of “parking” transactions including those related to improvement exchanges. Various strategies for consideration as they relate to partnership issues, which is often the result of 1031 Exchanges, will be discussed. More Info
$291General Credit -
Split-Dollar Life Insurance Planning After the Levine Case
In Marion Levine v. Commr. 158 T.C., a resounding victory was recently given to a taxpayer who pursued what many view as an aggressive spit-dollar life insurance plan for the purpose of minimizing estate taxes. This CLE course will explain the case and split-dollar planning as well as review prior cases that were decided against other taxpayers who used similar techniques. The course will explain what the taxpayer did right in the Levine case, the mistakes made in prior cases and how a... More Info
$291.3General Credits -
Bitcoin: Time For Lawyers To Take A Byte
With the emergence of blockchain technology, the Internet of Value has replaced the Internet of Information and the Internet of Things. It has thoroughly transformed our economic system with cryptocurrency being the hottest topic in financial news. The ethical issues involved however, have barely been discussed. This CLE course will address the opportunities as well as the risks for lawyers in the cryptocurrency and blockchain space. The course will offer an overview as well as... More Info
$291.1General Credits -
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from no sale, conversations with buyers, letters of intent, binding contracts and so forth across the continuum. The recent changes place a possible sale fairly close to an actual sale in the pro... More Info
$291.3General Credits -
The Regulation of Private and Foreign Funds in the Age of Cryptocurrency
Cryptocurrency has transformed the way we think about investing. This CLE course will offer a comprehensive overview of the regulatory system as it applies to private and foreign investment funds and how it has been dramatically altered by the rise in cryptocurrency. The course will open with a historical overview of applicable regulation including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act, the Investment Advisers Act, the Dodd-Frank Ac... More Info
$551.6General Credits -
Return to Office: Employment Tax Considerations
The post-COVID world has companies completely re-imagining workplaces, whether actual or virtual. This CLE course will explain various fringe benefits of a distributed or hybrid workforce, including employment tax benefits and those being offered real-time to motivate workers to return to offices or remain in place. The course will cover guidance from the IRS and various states on how to manage the complexities of these tax issued both in regards to reporting and withholding for employ... More Info
$291.1General Credits -
How The New Proposed Tax Bill Can Impact Your Retirement Account
The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s. Other provisions to be discussed include: Asset holding prohibitions Investment using IRA’s in entities for which you are an owner Statute of limitations extensions And more More Info
$291.2General Credits -
Representing the Founders and Initial Investors in a Startup Technology Company
The start-up phase of a technology company requires the assembly of a management team, the development and testing of products and services, marketing strategies and intellectual property research. Most importantly, it is when the initial capital is raised. This entertaining CLE presentation whose fast-pace mirrors the frenetic energy of start-ups will present the most common corporate, securities and tax law issues that are involved when representing start-up founders or early-stage i... More Info
$551.5General Credits -
Transfer Pricing for Multinationals: Practical Insights for Attorneys
Amongst the many challenging tax issues facing multinational companies today, transfer pricing is by far the most contentious and the most expensive. Faced with the competing requirements of the IRS and international tax authorities, many companies are struggling to navigate the issue. This informative CLE course will explain how attorneys can practically and properly identify and assess client global transfer pricing issues. The course will review the requirements of Section 6662 docu... More Info
$551.5General Credits -
The Patent Process for the Curious: What Lawyers Need to Know
Patent law is one of the lesser known areas of law, in particular from a procedural standpoint. Special licensing and exclusive exams, as well as an undergraduate degree in science or engineering, dictate who can practice patent law and only practitioners will have real in-depth knowledge. With only about 40,000 active practitioners in the US, course work in the field is extremely limited. Regardless, it isn’t uncommon for an attorney with little or no background in patent prosecution... More Info
$291.1General Credits -
Ethical Considerations for Counseling IRC Section 1031 Exchanges
With a focus on the Rules of Professional Conduct as they relate to 1031 Exchanges, this CLE course will address scope of representation, competency, issues related to conflict of interest and selection considerations of the Qualified Intermediary. Related case studies will be presented throughout. More Info
$341Ethics Credit -
International Joint Ventures: Problems, Solutions and Approaches
The legal issues surrounding cross-border joint ventures (JVs) can be somewhat complex. This CLE course will address all the basics such as purpose, management, governance and capital contributions. The course will also cover veto rights, profit distributions, transfer restrictions, minority protections and dispute resolution specifically within the context of international or cross-border ventures which means that cultural and foreign law issues, international taxation, profit repatri... More Info
$551.7General Credits -
New York’s Brand-New Power of Attorney
Recently new Power of Attorney laws came into effect. In this comprehensive CLE course, Elizabeth Forspan, Esq. of Forspan Klear LLP will explain the primary changes to the POA form and how to plan in accordance with these new changes. The course will review key items to include when preparing new Power of Attorney forms. More Info
$291General Credit -
Performing Tax Research Like a Pro: What Attorneys Need to Know
Navigating through authoritative primary federal tax material requires preparation and skill. This CLE course will provide all of that and more by explaining how to navigate tax research software as well as legal research software, and write clear and convincing tax memoranda. The course will serve to allay Law Librarian Julius Marke’s fear that law students would “lift” priceless legal materials from the stacks of the library and never return them. More Info
$1073.6General Credits -
Basics of IRA Taxation & Investment Rules
All IRA’s follow a system of basic taxation rules. These apply to Traditional IRA’s, Roth IRA’s, SEP IRA’s and SIMPLE IRA’s. This CLE course will offer a detailed overview of these rules as well as the prohibited transaction and unrelated taxable income rules that may apply to retirement accounts. The course will present the history of the US retirement system as well as the contribution, distribution and other tax rules that relate to specific IRA’s. An investigation of investment tre... More Info
$551.6General Credits -
Anticipated Tax Changes Affecting Estate Planning for This Year and Future Years
The ever-changing tax world is, once again, changing and preparations cannot be delayed. While the future tax laws under the new administration are impossible to predict with 100% certainty, there’s plenty to consider, especially given that tax proposals can be enacted with a Budget Reconciliation Act, which cannot be filibustered. This CLE course will present the most likely and significant tax proposals and how you and your client can be prepared. The course will cover the major inco... More Info
$291.1General Credits -
Key Federal & State Estate Planning Considerations and Opportunities
This CLE course will provide a comprehensive overview of the best estate-planning strategies. The course will look at the issues from both a state and trust situs perspective, as well as from a federal standpoint, and will present how potential future changes in the tax law may impact the area. More Info
$291General Credit -
Financial Planning for Lawyers
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrelationships between these factors and how to create annual budgets that account for them. Tax reduction strategies, family planning, loan repayment, planning for aging parents and estate planning will all be presented. More Info
$291.1General Credits -
An Attorney’s Guide to IRS Practices and Procedures
The IRS is famous for its complexity. This CLE course will explain everything you need to know about practices and procedures including the basic requirements of an audit, appeals and tax court processes. The significance of Notices of Deficiency and successful strategies for representing you client during the IRS process will be presented. More Info
$291.2General Credits -
The State Tax Man Cometh Knocking: South Dakota v. Wayfair, Inc. & the Rapidly Evolving State & Local Tax Environment
The Supreme Court decision in South Dakota v. Wayfair, Inc. altered the state tax environment for businesses. As a result the state tax authorities began to aggressively pursue out-of-state sellers and often applied their laws to tax periods prior to the decision. Sales tax are not the only type impacted; gross receipts, income taxes and digital taxes are as well. This CLE course will explain the changing definitions and developments as well as the current laws and how to prepare clie... More Info
$291.1General Credits -
1031 Exchanges And The DST: What Attorneys Need to Know
IRC Section 1031 is a useful tool for owners of investment properties. This CLE course will explain how to take advantage of IRC section 1031 as well as the impact of COVID-19 on deadlines and the advantages of investing through Delaware Statutory Trusts. The course will present how 1031 exchanges have evolved and how to analyze the recent IRS notice 2020-23 on active and upcoming exchanges. More Info
$552General Credits -
Estate Administration, Estate Planning and Lien Resolution Basics for Personal Injury Attorneys
There is a complex set of requirements for establishing an estate fiduciary in order to continue to pursue personal injury and/or wrongful death actions. This CLE course will offer personal injury attorneys with a basic understanding of the estate administration requirements as well as insight into the ramifications of a case settlement for personal injury and\or wrongful death. The course will also explain the basics of resolving outstanding liens as part of such a settlement. More Info
$551.8General Credits -
Tax, Financial and Legal Implications of Elder Care Planning
This CLE course will address Medicaid and Elder Care planning In light of various tax, legal and financial considerations in the coming year. The course will discuss asset and income requirements for long term Medicaid eligibility, as well as the tax issues that tend to arise in the context of elder care planning including basis issues and real estate tax exemptions. More Info
$291General Credit -
LIHTC & Affordable Housing
With cities experiencing a staggering population explosion, the number of affordable housing units has dwindled. To address the issue, the federal government created the LIHTC program, which has financed and built nearly 100,000 affordable units each year since it was launched. The project dramatically increases the number of affordable units, generating over $3.5 billion in tax revenue. This CLE course will explain how the program operates and what differentiates it from other programs. The... More Info
$291.2General Credits -
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
Without advance planning, even the savviest investor can find themselves facing severe tax consequences. And while many foreigners believe that the United States poses the ideal place for real estate investment, few are fully versed in the potential tax ramifications. This CLE course, presented by Eli Akhavan, will explain the potential pitfalls of owning real estate in the US as well as the variety of planning structures to avoid adverse taxes. The course will also review reporting requireme... More Info
$291General Credit -
Using a Qualified Charitable Distribution as the RMD from an IRA: Why and How
What is a qualified charitable distribution and how are they best utilized? This CLE course will cover everything you need to know about charitable distributions and how they fall under the category of minimum distribution requirements when taken from an IRA. The course will explain the benefits of utilizing such distributions as well as the benefits of maintaining lower income levels overall. More Info
$291General Credit -
Family Meetings and Legacy Planning
A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This CLE course will explain family meetings, their importance, how they’re run and what should be addressed in order to decrease family erosion as a result of estate plans and ensure growing wealth in the process. More Info
$291General Credit -
Planning for Business Exits from C Corporations: Intra-Family Business Transactions and Other Developments
The Code Sec. 1202 exclusion for the gain on the sale of stock has gained increased attention from the Lower C corporation income tax rates. This CLE course will explain how this exclusion works, how it impacts a C corporation’s business structure, how it can be applied when a business changes from another entity to a C corporation and how it might compare to exit strategies of other businesses. The course will also explain how to shift to a partnership status from a corporate one after the ta... More Info
$291General Credit -
International Taxation: Introduction to U.S. Transfer Pricing, Part I
US Transfer Pricing has long history in the US both from the regulatory and statutory perspectives. This CLE course will explore this history as well as the overall concepts that guide the US transfer pricing between the IRS and taxpayers and the IRS and government with whom we maintain tax treaties. The course will include explanations of the various concepts including the arm’s length standard, control, best method rule, formulary apportionment, comparability and reliability. The course will... More Info
$551.6General Credits -
International Taxation: Introduction to U.S. Transfer Pricing, Part II
The statutory and regulatory history of US price controlled transactions between controlled taxpayers involving intangible property is a fascinating field of study. This CLE course will explore this issue as well as the new provisions signed into law by the Tax Cuts & Jobs Act. The course will explain the concepts surrounding intangible property that inform the US transfer pricing between the IRS and taxpayers and the IRS and outside government with whom we maintain tax treaties including comm... More Info
$551.9General Credits -
Qualified Opportunity Zones: Second Round of Proposed Regulations Edition
The Qualified Opportunity Zone program, introduced as part of the Tax Cuts and Jobs Act, is a revolutionary approach to spurring private investment in economically distressed areas. The QOZ initiative allows taxpayers to seize an unprecedented slate of benefits, including complete exclusion of investment profits from income taxation. This presentation will explore how you can take advantage of this historic program and stay in compliance so the stupendous tax advantages don’t fall by the way... More Info
$551.7General Credits -
Guardianships: How to Plan for the Unplanned
Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health care proxies, wills, and ultimate power of attorneys (POA). The course will explain the consequences of neglecting to put these measures in place, including the need for guardianship petitions. The course will extend the discussion to determining the... More Info
$551.7General Credits -
Zoning Basics and Title Issues Connected with Development Rights Transfers
What’s the difference between a tax lot and a zoning lot? What are the different types of zoning lot and how can they be used? This CLE course will address these issues and more including the use of zoning lots for commercial, residential and community use, identifying permitted floor usage and restrictions on both height and setback. The course will conclude with a discussion of the process for development rights transfer and the necessary documentation to be recorded in order to implement it... More Info
$551.8General Credits -
Tax Reform: Estate Planning In the New Environment
The Tax Cuts and Jobs Act made significant changes to the transfer tax regime, the most important of which was the increase of the lifetime coupled estate and gift tax exemption to $11.4 million per person. This change has a decisive impact on tax planning possibilities for the high net worth. What did not change is also significant – the annual gift and GST tax exemption regimes as well as the Section 1014 basis adjustment and related portability rules. This CLE course will provide a comprehe... More Info
$291General Credit -
An Introduction to Qualified Opportunity Zones
Hidden away in the recent tax bill is a provision that offers investors the opportunity to avoid capital gains on profits if they are promptly reinvested in real estate or other particular investments in a qualified opportunity zone, which were established by Congress using the US census. Moreover, if the funds remain invested for 7 years, only 85% of the deferred gains are considered taxable. If the investment is sold then none of the profits are taxed. This CLE course will provide an overvie... More Info
$551.7General Credits -
The Unreal New State of New York State Real Estate Law
Recent developments in New York Real Estate Law may have a significant ramifications for both prosecution and defense. This CLE course will review these new developments including how they impact actions in commercial and residential tenant proceedings, foreclosure defense litigations and the recent legislative enactments regarding both tenants and landlords. The course will explain this recent ruling and the new tenant laws as well as recent appellate rulings in foreclosure cases. More Info
$551.5General Credits -
Helping Your Clients Resolve Tax Problems
Whether you use an accountant, a firm or even an internet app to pay your taxes, nothing is foolproof and many individuals often find themselves entangled in problems. This CLE course will help you advise your clients on proven methods and strategies for addressing a variety of tax issues including the simple understanding of what IRS notices mean. The course will address the legitimacy of letters and how to assess a particular dilemma to protect a client’s rights while avoiding liens or levie... More Info
$551.6General Credits -
Elder Law for Family Law Attorneys
It’s impossible to say whether there is any correlation between the rise in the elder population and the rise in divorces, and yet, more and more seniors are filing for divorce. This CLE course will help family law attorneys prepare for the unique set of issues that may arise in divorce settlements among seniors and how elder law may impact the proceedings. The course will explain elder law as well as Medicaid, SSI and the impact of a support award on benefit eligibility all within the context... More Info
$551.5General Credits -
1031 Exchange Basics and Beyond
Designed with the novice attorney in mind, this CLE course offers the basics of 1031 Exchanges in a straightforward, approachable presentation. The course covers the purpose of the 1031 Exchange as well as all stages of the process. More Info
$551.5General Credits -
Religion and Estate Planning
While it may seem unlikely, a client’s religious beliefs may be a factor in planning his or her estate. Along with their goals, values, morals, and principles, a person’s religious beliefs are a factor in creating a customized estate plan. Given that a recent poll, 37% of respondents classified themselves as “highly religious” and in that same year donated upwards of $127 billion in support of religious causes and organizations, this impacts a considerable number of people. This CLE co... More Info
$291General Credit -
1031 Exchanges: An Advanced Seminar and Open Forum
Providing a deep dive into Section 1031 Exchanges, this informative CLE course will go beyond the fundamentals to address advanced concepts in the area. The course will cover leasehold improvement exchanges, private equity transactions and the “drop and swap” technique. The course will include a Q & A on how to execute a Section 1031 Exchange including how to report the exchange for taxes and strategies for advising clients regarding to when and when not to make use of one. More Info
$291General Credit -
International Income and Estate Tax Planning
Using real life scenarios from specific case studies, this comprehensive CLE course covers estate tax planning and an explanation of the considerable differences between estate tax exclusions for US citizens as opposed to non-residents. The course will review the critical nature of planning for NRA investors and will advise on the best structures to use in those cases. The presenters will also present the dream inheritance and how to plan for US residents and resident heirs of NRA’s. The appli... More Info
$291General Credit -
Are Taxes Dischargeable in Bankruptcy?
Bankruptcy is often viewed as a last resort. But with a burdensome tax debt and without the option of utilizing collections options and needs in order to file for relief, it is sometimes the best option. This CLE course will explain how and when to use bankruptcy to resolve tax issues for those whose tax debt is beyond what they can manage. The course will explain the various options that can be employed to resolve the situation and alleviate the debt. More Info
$291.3General Credits -
Insufficient Funds: Representing Clients on Tax Matters When the IRS Comes Knocking on Their Door
Regardless of your financial situation, filing of tax returns by the deadline is an absolute must. But what happens when an unexpected event – such as divorce, an accident, or other catastrophe – results in a tax debt that is simply beyond one’s capabilities. This CLE course will offer various options and procedures to resolve your clients IRS situation. More Info
$551.7General Credits -
Captive Insurance: State and Local Tax Issues
Taxes, both state and local, for captive insurance is gaining increased interest from state departments as a tool to generate revenue. But these taxes are not widely understood. This CLE course will provide captive insurance professionals a comprehensive overview of the basics of income and franchise taxes, sale and use taxes and how they may be applicable to different types of captive insurance taxes. Designed to help skilled practitioners stay up-to-date on the legal and regulatory issues surr... More Info
$291General Credit -
Captive Insurance: Strategies & Tactics
Exploring captives structuring techniques within the framework of recent cases brought to tax court, this CLE course will introduce corporate attorneys to how captive insurance companies operate on the basis of the profitability that captives provide to their affiliate groups. The course will also examine the ways in which captive insurance can be used to minimize costs for healthcare benefits and workers’ compensation plans. More Info
$291.3General Credits -
Technology and Estate Planning
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even those are not necessarily making full use of their applicability in creating a more efficient and creative format for clients. This CLE course, presented by Betsy Ehrenberg of Legacy Concierge, will present various software solutions to help attorneys... More Info
$291General Credit -
Creative Cutting Edge Trust Planning Strategies
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spectrum. This CLE course will review planning techniques, from the creative and cutting-edge to the straightforward and standard, that will help you better serve your clients in the current environment. The uses of non-grantor trusts for income tax and other ben... More Info
$551.7General Credits -
Asset Protection Planning
Minimizing a client’s exposure to risk in advance of a risk presenting itself is a key role for any attorney. Asset protection is just one method of doing so. This CLE course will present planning strategies and solutions whether with business entities, or domestic and foreign trusts. The course will explain how to properly structure asset protection to shield clients using protective measures which anticipate potential issues. Potential protection structures, creditor solutions and issues relat... More Info
$291General Credit -
Managing and Valuing Tangible Personal Property in Estates
This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their purposes, factors affecting valuation, authenticity, title, provenance and material regulation, determining qualified appraisers including those approved by IRS standards, the function of IRS Art Advisory Panels, and fractional interest. The course w... More Info
$291General Credit -
Advanced Planning with Trusts
This informative CLE course will begin with a general overview of trusts and the concepts that are common to standard trusts. The course will then advance to more complex topics such as revoking irrevocable trusts, retaining control through trust protectors, special needs planning, trust flexibility and asset protection planning. More Info
$291General Credit -
Overview of Adult Use Legislation in New York & New Jersey
Pending bills in New York and New Jersey related to taxation and legalization of cannabis are poised to have a striking impact on the medical industry. This CLE course will explain both New York’s pending Marijuana Regulation and Taxation Act (MRTA) and the pending legalization bill in New Jersey as well as the issues that stand in the way of legalization. The course will provide a view of what an inclusive, regulated cannabis industry would mean and differentiate between legalization and decrim... More Info
$551.7General Credits -
International Taxation: A Primer for Business and Immigration Lawyers
Taxation related to overseas investment in an ever-evolving legal issue. This CLE course will explain inbound taxation – foreigners investing or doing business in the US – as well as the applicable income taxes and ownership structures for non-resident aliens. The course will also cover pre-immigration planning, FIRPTA and the various changes to international taxation as a result of the new tax act. More Info
$291General Credit -
Self-Settled Trusts After Wacker
With a focus on the high rate of temporary estate tax exemptions, this informative CLE course will explain why Domestic Asset Protection Trusts (DAPT’s) are a critical planning tool and how they can be used to increase early use of exemptions. The course will explore the logic begins such use for income and estate tax purposes in today’s planning environment. Using the Toni 1 Trust v. Wacker case as an example, the course will explain available options such as solvency affidavits and searches... More Info
$291.3General Credits -
Private Foundations vs. Donor Advised Funds: The Pros and Cons
This CLE course will offer a comparative view of private foundations and donor advised funds. The course will present what each entity is, its purpose and the advantages and disadvantages of each. The impact of the current tax code and other laws, as well as foreseen changes, will also be discussed. More Info
$291General Credit -
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax consequences, including income and estate taxes and exemptions, of Medicaid Trusts will also be discussed as well as real property transfers, liquid assets and basis issues. More Info
$552.3General Credits -
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act and its impact on charitable giving. The course will review strategies for all tiers of donors to maintain their giving level and how development managers should reframe their requests in light of the new laws. The course will review: • Bunching deductions • IRA distributions for giving... More Info
$291General Credit -
Planning for Real Estate Owners: Advanced Strategies for Attorneys
This CLE course, designed to provide advisors with the broadest range of solution to tax issues, particular as they relate to real estate holdings, will present how various tax solutions maybe impact their decisions. The course will explain how to utilize knowledge of the income tax, gift tax and estate tax treatments to guide their clients. More Info
$291General Credit -
Asset Protection and Estate Planning Under the New Tax Act
The tax cut act created requirements in the area of transfer tax law and estate planning. This CLE course will explain those requirements and define the three critical steps necessary as well as pitfalls to avoid. The course will explain the use of irrevocable trusts to protect assets in case of divorce as well as asset protection planning, advanced trust and offshore structures and the protection of specific assets such as retirement, residences and others. More Info
$291General Credit -
Insurance as a Tax, Financing and Capital Solution
Specialty insurance products are a useful tool to protect clients against potential tax liability in order to finance alternative assets or as a form of balance sheet capital for certain regulated companies. In this informative CLE course, Kenneth R. Pierce will discuss this issue as well as Reps and Warranties insurance to facilitate mergers and acquisitions. Pierce will provide case studies and transaction diagrams to illustrate novel ways to utilize insurance for a variety of purposes and pro... More Info
$551.7General Credits -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 2
The Tax Cuts and Jobs Act, made sweeping changes in both personal and estate tax rules. It leaves no area of planning unaffected and impacts everything from charitable giving, choice of entity and itemized tax deductions to asset protection, trust income tax planning and trust structure. This CLE course is designed to explain the many provisions of the new act and review estate planning, new drafting concepts for trusts, and how to target a client’s specific needs in choosing an estate planning... More Info
$291General Credit -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 1
The Tax Cuts and Jobs Act dramatically overhauled the tax rules across the board. A sweeping bill that impacts business and personal taxes and affects every aspect of estate planning including: • asset protection • charitable giving • choice of entity • itemized deduction planning • trust income tax planning • trust structure (grantor vs. non-grantor, ING, SLAT, DAPT) With this new bill, President Trump has introduced not only the most swe... More Info
$551.5General Credits -
Trust Owned Life Insurance (TOLI)
Just under half of the life insurance policies purchased between the early 80’s and 2003 were non-guaranteed universal life policies and of those, about a quarter are expected to lapse prematurely. This presents a serious crisis for life insurance policies, particularly those owned by trusts (TOLI). A premature lapse can cause grievous harm to those who are relying on the proceeds of those policies, and can result in suits against those who have mismanaged TOLI’s. This CLE course will... More Info
$291.1General Credits -
Charitable Planning: Evolving Perspectives
The very notion of philanthropy has evolved greatly in the past decade, but regardless of how charitable a person may be, there are still better and worse ways to provide funding for a cause. This CLE course will provide tips and strategies to advise client on the social and legal changes, as well as other issues, that affect charitable giving. More Info
$291General Credit -
Crowdfunding: Meeting Humanitarian Needs
Crowdfunding has become the go-to way to raise money for start-ups, causes and even individuals. But who is regulating these campaigns and what are the laws governing this approach? This CLE course will explain the legal and tax issues related to crowdfunding campaigns and provide the background and knowledge to advise those using crowdfunding campaigns on implementing them successfully, responsibly and within the confines of the law. More Info
$291General Credit -
Non-Tax Considerations of Estate Planning
Estate tax exemptions have had a dramatic impact on estate planning. Currently, very few decedents pay an estate tax and that will likely remain the case regardless of whether or not tax reform is enacted. This CLE course will address the wide-range of non-tax factors that affect estate planning. More Info
$291General Credit -
1031 Exchanges: Rules to Succeed & Common Pitfalls
Designed to give participants an overview of 1031 Exchanges, this CLE course will address all the basic rules, regulations and benefits of implementing one successfully. Useful for investors, attorneys, real estate and title agents, 1031 Exchanges can be instrumental in deferring capital gains taxes on investment and commercial properties as well provide a means of reinvesting wealth and growing investments. More Info
$291General Credit -
Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors
Art collections are not like other assets. Built upon personal vision, creativity and passion, they are difficult to evaluate, and even harder to incorporate into a comprehensive tax and financial plan. Whether you are a collector or an advisor, this CLE course will provide you with best practices to determine the ideal disposition of a collection. The course will review outcomes of buying, selling and donating collections both before and after death as well as practical considerations in collec... More Info
$291General Credit -
Recent Developments with Practical Estate Planning Implications
A series of recent developments might have a profound impact on estate planning, and practitioners would be wise to remain knowledgeable about these developments and how they impact clients. This CLE course will review these recent developments and how they affect estate planning from the prospect of repeal, portability new relief, issues affecting same sex couples, FLP’s, decanting, undue influence, lien release, asset protection and much more. More Info
$291.1General Credits -
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of planning goals. This CLE course will explain the technique and how it may be adapted for modest estates requiring life insurance trusts as well as high net worth clients looking for more aggressive tax-oriented planning. Special clauses and techniques s... More Info
$291.1General Credits -
Trusts: Planning and Drafting for Divorce
Protection is the key element in designing trusts, which are perhaps one of the most powerful tools to minimize future risk to assets. But how do you best safeguard your client’s assets? What provisions should be used in drafting trusts to ensure success? How do you evaluate your client’s needs to determine the techniques that need to be implemented? This CLE course will look at the most common trust provisions as well as drafting techniques, sample language and planning considerations for th... More Info
$291General Credit -
Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics
There are many potential avenues available in estate planning, some more advantageous than others. Revocable trusts is one that is often promoted, but that doesn’t mean it is optimal choice for estate planning. This CLE course will evaluate revocable trusts in terms of their costs, process, eligibility requirements, jurisdictional issues as well as their potential advantages to your client. More Info
$952.5Total Credits1 Ethics -
The Basics of Estate Administration
We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, guiding attendees through this life cycle and highlighting the many critical steps and action items for each phase. The course will cover what to do in case of the death of a decedent, documentation preparation, admitting wills to probate, and the colle... More Info
$551.7General Credits -
Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now
With a variety of pending repeals and decisions on tax issues still undetermined, many estate planners have recommended that clients postpone decisions or initiate low risk planning until the estate and GST tax, capital gains upon death and other issues are resolved. However, in light of the recent True case, obvious decisions such as low gift tax exposure may not be so certain. This CLE course will offer guidance on estate planning in this volatile environment and how planners can help advise c... More Info
$291.1General Credits -
Tax Aspects of International Estate Planning
The United States is known as one of the greatest financial and tax havens on the globe. Not only do international investors benefit from the investment opportunities in real estate and other assets in the US, but US-based investors spread their wealth by capitalizing on opportunities in countries across the world. This CLE course will provide an understanding of the related tax issues to estate planning, including benefits and potential pitfalls in the realm of international investment. More Info
$291.1General Credits -
The Challenges to Property Tax Exemptions for Nonprofit Entities
The tax exemptions for non-profit organizations were originally instituted for religious, educational and charitable organizations. Since then, the definition has been expanded somewhat, and continues to apply to an untold number of non-profit organizations across the country. These organizations not only provide benefits in terms of feeding the homeless, medical care, counseling, housing and religious support, but also employ hundreds of thousands of workers, pay federal taxes and make use of l... More Info
$551.8General Credits -
Navigating the Minefield of Fiduciary Service: A Primer on the Current Landscape of Trustee and Executor Responsibility
The legal obligations of being an executor or trustee is often underestimated. This CLE course will review these responsibilities as well as the legal and practical issues that trustees may confront. The course will offer strategies for managing their responsibility over assets as well as obligations to estate and trust beneficiaries. The course will review case law concerning fiduciary misconduct and offer tips to avoid internal disputes and litigation. More Info
$291General Credit -
Aging Clients: Estate and Longevity Planning
The aging of the population should not be news to anyone. What this means for estate and other types of financial planning, may be. This CLE course will explain the services that aging clients may benefit from, how their planning may differ from traditional estate planning and how to address and draft documentation that takes those differences into account. The course will explain durable powers of attorney and revocable trusts and their sufficiency for aging population as well as the changing r... More Info
$291.1General Credits -
Estate and Financial Planning Considerations that May Change How We Practice
Permanent higher exemptions, an aging population and evolving case law are providing new perspectives on estate and financial planning. These transformations as well as a range of new planning ideas they have given rise to will all be discussed in this comprehensive CLE program which will revolutionize how you practice estate planning. The course will include new perspectives on domicile, on gifting, including practical, legal, financial and drafting consideration, debunking the myth of the "U"... More Info
$291.1General Credits -
The Essentials of Planning Before & After Death
Practitioners do not typically address pre-mortem planning which presents a hosts of issues that are critical. This CLE course will review all the critical factors such as monitoring and proper exercise of swap powers for clients with irrevocable grantor trusts as well as remaining gift and GST exemptions, discounts for taxable estates and revisions to FLP and LLC governing documents to eliminate discounts on smaller estates are all issues that need to be thoroughly understood by practitioners.... More Info
$291.1General Credits -
Chinese Investment in U.S. Real Estate
Chinese nationals seeking safe investment opportunities abroad have begun flocking to the US property market. The legal issues associated with issues such as taxes, corporate formation, transfer of funds, reporting and disclosure requirements, immigration and national security are all affected by this practice. This CLE will review all of these issues as well as examine legal strategies to avoid problems post-acquisition by addressing these issues proactively. More Info
$291General Credit -
Accommodating Non-U.S. Investors: Structuring Real Estate and Other Fund Investments to Minimize U.S. Tax Impacts
This CLE course will explain the process by which both hedge funds and private equity funds may minimize the tax burden for non-US investors. Presented by Michelle Itri and David Schulder, tax attorneys at Tannenbaum Helbern as well as RSM US LLP’s International Tax Principal Max Strimber, the course will focus on legal avenues to avoid US tax filing obligations on what is called effectively connected income. The term typically applies to an investment made by a non-US citizen in US real estate,... More Info
$551.5General Credits -
Preparing the Estate Tax Returns and Related Post-Mortem Tax Issues
While not common knowledge, filing a Federal Estate Tax Return, Form 706, is a requirement on the death of a first spouse. In fact, failure to do so might be malpractice. Interestingly, this is true even if the combined estates of both spouses us under the required threshold for a single spouse. This CLE course will explain this and other important facts about Form 706, as well as the ancillary documents that need to be prepared to complete the form and recommendations for ensuring you have file... More Info
$551.5General Credits -
How to Structure Employment Agreements and Employee Equity Offerings to Avoid Section 409A Tax Traps
Almost any agreement, arrangement or program for the deferral of compensation for employees or service providers is effected by Section 409A of the tax code. This CLE course will provide a comprehensive overview of Section 409A and its primary provisions. The course will also explain the framework for structuring a stock option as well as ensure compliance for phantom equity plans and agreements related to employment and severance. More Info
$291.1General Credits -
Banking Law for the General Practitioner
Designed for general practitioners and all practice specialties, this CLE course will provide a general overview of US banking law with the goal of familiarizing attorneys with the US banking systems and all its complexities. The course will explain how banks are formed, permissible activities, applicable regulations and statutes, and the latest reform efforts. The course’s comprehensive materials provide a valuable legal banking resource for future use. More Info
$291.4General Credits -
Family Offices: A to Z About Acting as Legal Counsel for a Family Office
For the ultra-wealthy, it is not just the household that requires staff. Ultra high net worth families face a complicated set of legal issues that require a skilled legal team. This CLE course will explain the various types of family offices, including multi-generational families and the instant wealth created by technology companies, and the responsibilities that attorneys who represent them must be aware of. Regulatory and governance issues, contracts, confidentiality, PR and reputation manage... More Info
$551.8General Credits -
Hot Topics in Immigration Related to the EB-5 Program
EB-5 immigrant visas, designed to stimulate the US economy through job creation and capital investment by immigrant investors, involves a complex and often overwhelming application process. With 10,000 annual visas available since the program’s creation in 1990 and an additional 3,000 available since its re-authorization in 1992, these visas are instrumental in creating new commercial enterprises and promoting investment in troubled businesses. However, the multi-step process is not for the novi... More Info
$552General Credits -
A Legal Guide to Introducing International Products and Services to the U.S. Market
There seems to be no limit to the products people will buy or the services they will employ. In fact, bringing your product or service to US market in a way that creates demand is much more complicated than it appears. This CLE course will explain how to devise a careful, and well thought-out strategy for introducing a product or service to the US market. The course will explain how to choose a successful distribution model, cost-effectively maximize intellectual property protection and account... More Info
$552.1General Credits -
What You Need To Know About Asset Protection Planning
In asset protection, timing is everything. Successful asset protection plans shields assets from creditors even before the parties are known to be creditors. How do you determine when, how and to what extent asset protection should be implemented? This CLE course will explain the ins and outs of asset protection from attorney obligations and protection structures, possible creditor solutions, questions to consider which may impact the type of protection and issues related to debt collection, ban... More Info
$551.7General Credits -
Estate and Financial Planning For Clients Living With Chronic Illness
Chronic illnesses, many of which are undetectable to the naked eye, can profoundly impact a person’s life. This CLE course will explain some of the most common chronic illnesses and their repercussions and explain how the factors effecting your client should be assessed and applied when planning their financial future. The course will offer tips and strategies for gaining the necessary information from your client to properly understand the ramifications of the illness including life expectanc... More Info
$291General Credit -
New Estate Planning Opportunities for Estate Practitioners
Estate planning has always required creativity and broad thinking in order to account for the unknown factors of the future. But with an aging demographic, changes in family lifestyles, tax changes, technology and the need for increased synchronization with CPA’s, wealth managers, insurance agents and attorneys, the job of an estate planner has gotten significantly more complex. This CLE course will explain in detail how to account for all of these factors for successful estate planning that w... More Info
$291General Credit -
Estate Planning for Real Estate Investors in Changing Times
Bruce Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. Gain a better sense of how to recognize estate planning opportunities for your client. Topics include: Estate planning under the American Taxpayer Relief Act of 2012 and the 2014 New York income and estate tax changes.... More Info
$291.3General Credits -
Asset Protection in the Public Benefits Context
Medicaid Planning is fraught with difficulties, particularly in states where improper denials are used to dissuade practitioners and their clients from exercising their rights under the law. Obtaining the public benefits to address long-term care needs in these states requires proven techniques and strategies, all of which will be presented in this comprehensive CLE course designed for intermediate or advanced practitioners. The course will present common pitfalls in the planning stage to ready... More Info
$812.7General Credits -
Representing an IRC 1031 Exchange Client
I.R.C. §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 course will provide attorneys with the knowledge needed to effectively represent the needs of their clients who are contemplating an exchange. The course will cover: The qualifications and requirements for an exchange Preparation of the sales contract, settlement statement and other closing procedu... More Info
$551.5General Credits
