Massachusetts CLE - Tax Law Courses

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

Massachusetts CLE
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CLE is voluntary for Massachusetts attorneys. To view our full accreditation details please .

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Accounting Principles for Attorneys: What Every Lawyer Needs to Know

The drafting of documents and generating of reports should be second nature to those in the legal profession. But in the realm of accounting, lawyers may find themselves completely over their heads. This CLE course explores the various accounting principles and standards every lawyer must know. The course describes the various organizations involved in setting the standards, how to create a balance sheet, arrange a corporate capital structure, present an income statement and a statement of cas... More Info

$55

1.5General Credits
Advanced Tax Planning Techniques

This CLE presentation will cover creative, cutting-edge tax planning techniques currently used by leading tax professionals. The discussion will include a number of sophisticated and contemporary planning strategies drawing on various partnership, real estate, corporate, international, individual and estate tax rules. In addition, we will touch on common tax planning obstacles, including judicial doctrines and disclosure rules, and will focus on planning techniques and structures. More Info

$55

1.5General 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

$55

1.5General 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

$55

1.5General Credits
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

$55

1.5General Credits
Drafting Prenuptial Agreements

The demand for pre-nuptial agreements is rising along with the divorce rate and there are few couples in the full swing of divorce proceedings who don’t wish they had come to terms when the relationship was still amicable. As such, preparing for every possibility has become increasingly complicated. This CLE course will explain how to draft a prenuptial agreement that takes into account the full range of possibilities including assets, properties, estates, trusts and what to do in the instance o... More Info

$55

1.5General Credits
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

$55

1.5General Credits
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

$55

1.5General 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

$55

1.5General 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

$55

1.5General Credits