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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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
$291General Credit -
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
$551.5General 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
$291General 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 -
The Mathematics of Estate Tax Planning
There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being specific to the parties involved will result in less-than-optimal planning results as well as unnecessary federal estate tax payments. More problematic is the failure to consider income tax implication... More Info
$291General Credit -
The Mathematics of Charitable Planning
Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for tax and charitable benefits include: Charitable Remainder Trusts Charitable Lead Annuity Trusts Qualified Charitable Dispositions of IRAs Transfer of Remainder Interests This infor... More Info
$291General Credit -
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
$291General Credit -
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
$551.75General Credits -
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
$551.5General Credits -
The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers
As estate tax planning becomes less relevant and the repeal of the federal estate tax seems a reality, the world of estate planning is rapidly changing. In fact, what sounds like the tools for the wealthy, are becoming applicable to all. Asset Protection Trusts (APT), which maximize income tax basis on death, is especially alluring but asset planning in general should be considered and offered to any client. This CLE course will explain how asset planning is constructed to provide tools for al... More Info
$291General Credit
