New York CLE - Tax Law Courses
This is a listing of Tax Law CLE Courses for New York. Please make your selection below of New York 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 York CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited NYS CLE Provider. To view our full accreditation details please .
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Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts
This CLE course explores the intersection of trust administration, charitable planning, and income tax strategy, with a focus on how trustees and advisors can effectively incorporate charitable giving into trust structures. As tax laws continue to evolve and the IRS increases its scrutiny of charitable deductions claimed by trusts, practitioners must understand the technical requirements governing these planning opportunities. Participants will examine the rules surrounding charitable d... More Info
$291Prof Practice -
Skipping Ahead Without Tripping: Hot Issues in GST Planning
Generation-skipping transfer (GST) tax planning presents unique challenges that require careful drafting, thoughtful exemption allocation, and a thorough understanding of the tax rules governing multigenerational wealth transfers. Even well-intentioned estate plans can produce unexpected GST tax consequences if exemption allocations are overlooked or trust provisions are not properly structured. This CLE course provides a practical examination of advanced GST planning techniques, and th... More Info
$291Prof Practice -
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how recent legislative changes and sophisticated planning techniques can expand the benefits available to eligible taxpayers. This CLE program examines the fundamentals of Qualified Small Business Sto... More Info
$291Prof Practice -
1031 Exchanges for Attorneys: A Practical Guide to Deferral, Deadlines, and Deal Risk
Section 1031 exchanges offer real estate investors a powerful opportunity to defer capital gains taxes and preserve investment capital, but even minor missteps can jeopardize the transaction. This practical CLE provides attorneys with a working understanding of the exchange process and the key issues that arise during planning, structuring, and closing. Participants will explore the requirements for a valid exchange, including like-kind property rules, identification deadlines, qualifie... More Info
$291Prof Practice -
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Spousal Lifetime Access Trusts (SLATs) continue to play a significant role in sophisticated wealth transfer planning by allowing married couples to shift appreciating assets out of a taxable estate without completely relinquishing financial access. When properly structured, SLATs can provide substantial estate and GST tax advantages while offering flexibility that many irrevocable planning techniques cannot. This CLE course examines the practical considerations involved in designing, fu... More Info
$291Prof Practice -
Use of Asset Protection Trusts for Tax Planning Purpose
Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictional requirements, trust design considerations, and the practical issues attorneys must evaluate when determining whether a self-settled trust is an appropriate planning strategy. Attendees wil... More Info
$291Prof Practice -
Kwong and Abdo: IRS Penalty and Interest Relief Under Section 7508A
This CLE program explores emerging tax controversy issues involving IRS penalties and interest assessments tied to the federally declared COVID-19 emergency period. The course will examine recent litigation, including the Kwong and Abdo cases, and analyze the arguments challenging the IRS’s authority to impose certain late payment penalties and interest while emergency relief provisions were in effect. Attendees will receive an in-depth review of Internal Revenue Code § 7508A, including... More Info
$291Prof Practice -
Strategic 1031 Exchanges: Technical Foundations and Sophisticated Transactions
This CLE program explores sophisticated planning strategies and practical applications of IRC §1031 tax-deferred exchanges beyond the basic rules. Designed for attorneys with prior familiarity with exchanges, the course examines how 1031 transactions can preserve capital, increase transaction flexibility, and support broader tax and business planning objectives. Topics include key exchange rules, replacement property planning, vesting and entity restructuring issues, the impact of the T... More Info
$552Prof Practice -
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies
This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term benefits for beneficiaries. Attendees will gain a working understanding of the key legal and drafting considerations involved in effective trust administration and design, including trustee a... More Info
$291Prof Practice -
Federal Taxation of Cannabis Businesses: Updates and the Changing Landscape
This CLE program provides a focused overview of the federal tax landscape confronting state-legal cannabis businesses, with particular emphasis on the continuing impact of IRC §280E. Although many jurisdictions permit regulated cannabis activity, the federal classification of cannabis continues to create significant limitations on ordinary business deductions and tax planning strategies. The course reviews the origins and mechanics of §280E, followed by an analysis of recent development... More Info
$291Prof Practice
