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
Accreditation Info
CLE is voluntary for Massachusetts attorneys. To view our full accreditation details please .
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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
$291.25General 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
$291.25General Credits -
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
$291.25General 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
$291.25General 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
$291.25General Credits -
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
$291.25General 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
$291.25General Credits -
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
$291.25General Credits -
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
$291.25General Credits -
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
