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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Estate Planning: Common Issues; Practical Answers
Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who establishes the trust, known as the settlor, is responsible for paying income tax on any income earned within the trust. This is an excellent strategy for accelerating the growth of trust assets and... More Info
$291General Credit -
Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now
With a variety of pending repeals and decisions on tax issues still undetermined, many estate planners have recommended that clients postpone decisions or initiate low risk planning until the estate and GST tax, capital gains upon death and other issues are resolved. However, in light of the recent True case, obvious decisions such as low gift tax exposure may not be so certain. This CLE course will offer guidance on estate planning in this volatile environment and how planners can help advise c... More Info
$291General Credit -
Estates and Trusts for the Non-Specialist
The program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include a Last Will... More Info
$291General Credit -
Ethical Considerations for Counseling IRC Section 1031 Exchanges
With a focus on the Rules of Professional Conduct as they relate to 1031 Exchanges, this CLE course will address scope of representation, competency, issues related to conflict of interest and selection considerations of the Qualified Intermediary. Related case studies will be presented throughout. More Info
$341Ethics Credit -
Family Meetings and Legacy Planning
A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This CLE course will explain family meetings, their importance, how they’re run and what should be addressed in order to decrease family erosion as a result of estate plans and ensure growing wealth in the process. More Info
$291General Credit -
Family Offices: A to Z About Acting as Legal Counsel for a Family Office
For the ultra-wealthy, it is not just the household that requires staff. Ultra high net worth families face a complicated set of legal issues that require a skilled legal team. This CLE course will explain the various types of family offices, including multi-generational families and the instant wealth created by technology companies, and the responsibilities that attorneys who represent them must be aware of. Regulatory and governance issues, contracts, confidentiality, PR and reputation manage... More Info
$551.75General Credits -
Financial Planning for Lawyers
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrelationships between these factors and how to create annual budgets that account for them. Tax reduction strategies, family planning, loan repayment, planning for aging parents and estate planning will all be presented. More Info
$291General Credit -
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
Without advance planning, even the savviest investor can find themselves facing severe tax consequences. And while many foreigners believe that the United States poses the ideal place for real estate investment, few are fully versed in the potential tax ramifications. This CLE course, presented by Eli Akhavan, will explain the potential pitfalls of owning real estate in the US as well as the variety of planning structures to avoid adverse taxes. The course will also review reporting requireme... More Info
$291General Credit -
Foreign Investments in U.S. Real Estate: A Legal Guide
Essential to any foreign real estate investment strategy is a thorough understanding of the relevant tax applications. This CLE course offers a forward-thinking look at tax planning practices for foreign investors and the taxes that apply to income, real estate, the gift tax and branch tax. The course will outline the advantages and disadvantages of various tax entities, the opportunities available and the basis for the income vs. estate tax dilemma. More Info
$291General Credit -
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
