Iowa CLE - Tax Law Courses

This is a listing of Tax Law CLE Courses for Iowa. Please make your selection below of Iowa 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.

Iowa CLE
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Beyond Nexus: Local Taxation, Constitutional Apportionment, and the Hidden Risks of City and County Taxes

As businesses expand across jurisdictions, attorneys must navigate not only state tax laws but also an increasingly complex landscape of local taxes imposed by cities, counties, and other taxing authorities. These local tax regimes can create significant compliance obligations and financial exposure through business license taxes, gross receipts taxes, local sales and use taxes, transfer taxes, occupancy taxes, utility taxes, and other assessments that vary widely by jurisdiction. This... More Info

$29

1General Credit
Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

This CLE course explores the intersection of trust administration, charitable planning, and income tax strategy, with a focus on how trustees and advisors can effectively incorporate charitable giving into trust structures. As tax laws continue to evolve and the IRS increases its scrutiny of charitable deductions claimed by trusts, practitioners must understand the technical requirements governing these planning opportunities. Participants will examine the rules surrounding charitable d... More Info

$29

1General Credit
Skipping Ahead Without Tripping: Hot Issues in GST Planning

Generation-skipping transfer (GST) tax planning presents unique challenges that require careful drafting, thoughtful exemption allocation, and a thorough understanding of the tax rules governing multigenerational wealth transfers. Even well-intentioned estate plans can produce unexpected GST tax consequences if exemption allocations are overlooked or trust provisions are not properly structured. This CLE course provides a practical examination of advanced GST planning techniques, and th... More Info

$29

1General Credit
Business Succession is More than Trusts and Taxes

Many business succession plans fail not because of deficiencies in legal or tax planning, but because the personal, family, and organizational issues surrounding the transition are left unaddressed. For attorneys representing owners of closely held and family businesses, understanding these factors is essential to developing a succession strategy that is both effective and sustainable. This CLE program explores the people-centered side of business succession planning. Attendees will exa... More Info

$29

0.75General Credit
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how recent legislative changes and sophisticated planning techniques can expand the benefits available to eligible taxpayers. This CLE program examines the fundamentals of Qualified Small Business Sto... More Info

$29

1General Credit
1031 Exchanges for Attorneys: A Practical Guide to Deferral, Deadlines, and Deal Risk

Section 1031 exchanges offer real estate investors a powerful opportunity to defer capital gains taxes and preserve investment capital, but even minor missteps can jeopardize the transaction. This practical CLE provides attorneys with a working understanding of the exchange process and the key issues that arise during planning, structuring, and closing. Participants will explore the requirements for a valid exchange, including like-kind property rules, identification deadlines, qualifie... More Info

$29

1General Credit
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

Spousal Lifetime Access Trusts (SLATs) continue to play a significant role in sophisticated wealth transfer planning by allowing married couples to shift appreciating assets out of a taxable estate without completely relinquishing financial access. When properly structured, SLATs can provide substantial estate and GST tax advantages while offering flexibility that many irrevocable planning techniques cannot. This CLE course examines the practical considerations involved in designing, fu... More Info

$29

0.75General Credit
Use of Asset Protection Trusts for Tax Planning Purpose

Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictional requirements, trust design considerations, and the practical issues attorneys must evaluate when determining whether a self-settled trust is an appropriate planning strategy. Attendees wil... More Info

$29

1General Credit
Kwong and Abdo: IRS Penalty and Interest Relief Under Section 7508A

This CLE program explores emerging tax controversy issues involving IRS penalties and interest assessments tied to the federally declared COVID-19 emergency period. The course will examine recent litigation, including the Kwong and Abdo cases, and analyze the arguments challenging the IRS’s authority to impose certain late payment penalties and interest while emergency relief provisions were in effect. Attendees will receive an in-depth review of Internal Revenue Code § 7508A, including... More Info

$29

1General Credit
Strategic 1031 Exchanges: Technical Foundations and Sophisticated Transactions

This CLE program explores sophisticated planning strategies and practical applications of IRC §1031 tax-deferred exchanges beyond the basic rules. Designed for attorneys with prior familiarity with exchanges, the course examines how 1031 transactions can preserve capital, increase transaction flexibility, and support broader tax and business planning objectives. Topics include key exchange rules, replacement property planning, vesting and entity restructuring issues, the impact of the T... More Info

$55

2General Credits
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term benefits for beneficiaries. Attendees will gain a working understanding of the key legal and drafting considerations involved in effective trust administration and design, including trustee a... More Info

$29

1General Credit
Federal Taxation of Cannabis Businesses: Updates and the Changing Landscape

This CLE program provides a focused overview of the federal tax landscape confronting state-legal cannabis businesses, with particular emphasis on the continuing impact of IRC §280E. Although many jurisdictions permit regulated cannabis activity, the federal classification of cannabis continues to create significant limitations on ordinary business deductions and tax planning strategies. The course reviews the origins and mechanics of §280E, followed by an analysis of recent development... More Info

$29

1General Credit
High Stakes, High Standards: Tax Ethics for Every Attorney

Tax law has long been recognized by attorneys as a specialized field with its own distinct demands. Beyond its inherent technical sophistication, the practice imposes a layered ethical framework that extends well beyond the baseline standards applicable to most legal disciplines. In addition to complying with the ABA Model Rules of Professional Conduct and applicable state ethics rules, tax practitioners must also adhere to IRS Circular 230 and remain mindful of penalty provisions embed... More Info

$65

1.5Ethics Credits
Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are authorized and regulated, the compliance standards that shape trustee discretion and administration, and the oversight tools used by regulators to address breaches and misconduct. Attendees will... More Info

$29

1General Credit
The Municipal Attorney's Role in Creating Affordable Housing

Affordable housing projects are uniquely vulnerable to delay due to overlapping legal, regulatory, and financing requirements. This CLE program offers attorneys a grounded, practical examination of the factors that most commonly slow or jeopardize affordable housing developments. The course explains how key funding mechanisms—including LIHTC, HOME, and CDBG—are structured and how misalignment among these programs can create legal and timing challenges that impact project delivery. The p... More Info

$29

1General Credit
Mastering Offshore Asset Protection Planning

This CLE program examines offshore asset protection planning through both a legal and strategic lens, equipping attorneys with the tools to evaluate when and how international structures should be used. The presentation reviews the legal principles and precedent governing offshore trusts, with particular attention to how U.S. courts address creditor claims, fraudulent conveyance allegations, and enforcement efforts against foreign-held assets. Participants will explore the distinguishin... More Info

$29

1General Credit
The Attorney’s Guide to Strategic Trust Planning

Trusts are a central component of modern estate planning, yet they are often misunderstood or improperly matched to client objectives. This CLE program introduces the legal framework governing trusts and examines how trusts are used to address common planning goals, including lifetime asset management, incapacity planning, and post-mortem distribution. The course analyzes the practical differences between revocable and irrevocable trusts, focusing on issues such as retained control, mod... More Info

$29

1General Credit
Tax Aspects of Civil Litigation

This CLE explores the tax issues that routinely arise in civil disputes and settlements. Participants will examine how federal income tax law characterizes different types of monetary recoveries and how those classifications influence a client’s ultimate financial outcome. The program also addresses the rules that restrict when parties can deduct payments made to resolve claims. In addition, the presentation will walk through several important tax provisions relevant to litigators, inc... More Info

$29

1General Credit
Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial tools available to support these clients. Topics include: Choosing between Pooled Special Needs Trusts, Settlement Preservation Trusts, and standalone options Coordinating settlements with pub... More Info

$29

1General Credit