New Jersey CLE - Finance and Banking Courses
This is a listing of Finance and Banking CLE Courses for New Jersey. Please make your selection below of New Jersey 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.
New Jersey CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
Avoiding Legal Malpractice and Breach of Fiduciary Duty
This CLE course will explain how legal standards of fiduciary duty are adaptable to the capital markets and financial services industry. Presented by attorney Norman Arnoff, the course will review tips and strategies to protect against legal action including documentation, informed consent and reporting as well as aspects of legal malpractice including: • Attorney client relationships • Breach of duty of care • Cognizable economic damages (not unquantifiable damages) •... More Info
$651.5Ethics Credits -
On-DemandOnline & iOS/Android App
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax consequences, including income and estate taxes and exemptions, of Medicaid Trusts will also be discussed as well as real property transfers, liquid assets and basis issues. More Info
$812.8General Credits -
On-DemandOnline & iOS/Android App
Insurance as a Tax, Financing and Capital Solution
Specialty insurance products are a useful tool to protect clients against potential tax liability in order to finance alternative assets or as a form of balance sheet capital for certain regulated companies. In this informative CLE course, Kenneth R. Pierce will discuss this issue as well as Reps and Warranties insurance to facilitate mergers and acquisitions. Pierce will provide case studies and transaction diagrams to illustrate novel ways to utilize insurance for a variety of purposes and pro... More Info
$552General Credits -
On-DemandOnline & iOS/Android App
Identifying Bankruptcy Red Flags
Whether you have decades of experience or are new to the field, the greatest challenge in bankruptcy law remains the least predictable—the client. The strategy an attorney uses to approach a client can be a critical factor in the attorney/client relationship and inevitably, the outcome. This CLE course will explain how to identify bankruptcy red flags and develop a productive and communicative relationship with your clients. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Impact of the Supreme Court’s Decision in U.S. v. Salman on the Law of Insider Trading
How does the 2016 ruling in US v Salman impact decisions such as US v Newman and other insider trading issues? How does the personal benefit requirement work and in what way does it ease the government’s burden? This CLE course will explain when the relationship between tipper and tippee satisfies personal benefit and how to resolve these issues in the wake of the Salman case. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Chinese Investment in U.S. Real Estate
Chinese nationals seeking safe investment opportunities abroad have begun flocking to the US property market. The legal issues associated with issues such as taxes, corporate formation, transfer of funds, reporting and disclosure requirements, immigration and national security are all affected by this practice. This CLE will review all of these issues as well as examine legal strategies to avoid problems post-acquisition by addressing these issues proactively. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
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
$551.8General Credits -
On-DemandOnline & iOS/Android App
ABC's of Selling or Buying a Privately Owned Business
Whether you’re a seasoned M&A or a general attorney, the general practices of small company sale transactions may be relevant in a wide variety of cases. This CLE course will explain the three major stages of the process of buying or selling privately held businesses include issues related to pre-contract considerations, the actual sales contract and closing and post-closing concerns. More Info
$812.6General Credits -
On-DemandOnline & iOS/Android App
Bankruptcy Basics: Understanding Your Client’s Options
In this informative CLE course, bankruptcy attorney Robert J. Rock, Esq, Senior Counsel at Tully Rinckey PLLC, will guide attorneys on providing alternatives to bankruptcy, how to evaluate a client for bankruptcy, and conducting assessment of qualifications. The course will review different types of bankruptcy cases, explain the primary laws and rules practitioners should know and provide strategies to avoid potential pitfalls with bankruptcy petitions. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Ethical Considerations of Litigation Funding
Litigation funding, also known as legal funding, provides much needed assistance to accident victims. And yet, critics of the practice claim that it raises extensive ethical issues, and directly impacts the attorney client relationship and issues of privilege. This CLE course will explain litigation funding specifically as it applies to personal injury attorneys and their clients. The course will review the merits of assisting clients, analyze the secondary market that such funding creates, and... More Info
$341Ethics Credit
