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 .
-
Technology and Estate Planning
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even those are not necessarily making full use of their applicability in creating a more efficient and creative format for clients. This CLE course, presented by Betsy Ehrenberg of Legacy Concierge, will present various software solutions to help attorneys... More Info
$291General Credit -
Tax, Financial and Legal Implications of Elder Care Planning
This CLE course will address Medicaid and Elder Care planning In light of various tax, legal and financial considerations in the coming year. The course will discuss asset and income requirements for long term Medicaid eligibility, as well as the tax issues that tend to arise in the context of elder care planning including basis issues and real estate tax exemptions. More Info
$291General Credit -
Tax Reform: Estate Planning In the New Environment
The Tax Cuts and Jobs Act made significant changes to the transfer tax regime, the most important of which was the increase of the lifetime coupled estate and gift tax exemption to $11.4 million per person. This change has a decisive impact on tax planning possibilities for the high net worth. What did not change is also significant – the annual gift and GST tax exemption regimes as well as the Section 1014 basis adjustment and related portability rules. This CLE course will provide a comprehe... More Info
$291General Credit -
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
$291General Credit -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 2
The Tax Cuts and Jobs Act, made sweeping changes in both personal and estate tax rules. It leaves no area of planning unaffected and impacts everything from charitable giving, choice of entity and itemized tax deductions to asset protection, trust income tax planning and trust structure. This CLE course is designed to explain the many provisions of the new act and review estate planning, new drafting concepts for trusts, and how to target a client’s specific needs in choosing an estate planning... More Info
$291General Credit -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 1
The Tax Cuts and Jobs Act dramatically overhauled the tax rules across the board. A sweeping bill that impacts business and personal taxes and affects every aspect of estate planning including: • asset protection • charitable giving • choice of entity • itemized deduction planning • trust income tax planning • trust structure (grantor vs. non-grantor, ING, SLAT, DAPT) With this new bill, President Trump has introduced not only the most swe... More Info
$551.5General Credits -
Tax Consequences of Retiring or Selling Your Law Practice
This CLE course will address the tax consequences of retiring or leaving a law firm or professional partnership such as an LLC or PLLC. The course will present the issue through the lens of the recent Tax Court decision to provide guidance and point out potential tax traps. The course will also analyze practice goodwill and client-based intangible assets. The course will also include the applicable provisions that can be applied to sales and redemptions. More Info
$551.5General 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
$291General Credit -
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
$291General Credit -
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
