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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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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
