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 .
-
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
$291Prof Practice -
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
$291Prof Practice -
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
$552Prof Practice -
Section 2704 Proposed Regulations: Practical Planning Implications and Opportunities
A comprehensive review of the impact of Section 2704 Proposed Regulations on estate planning, this CLE course will explain what the regulations mean, how they will alter year-end planning and their potential to restrict or eliminate valuation discounts. The course will explain how to identify and inform clients who will be effected by the changes and offer practical planning suggestions, important dates and strategies for planning including step transaction and reciprocal trust considerations,... More Info
$291Prof Practice -
Navigating the Minefield of Fiduciary Service: A Primer on the Current Landscape of Trustee and Executor Responsibility
The legal obligations of being an executor or trustee is often underestimated. This CLE course will review these responsibilities as well as the legal and practical issues that trustees may confront. The course will offer strategies for managing their responsibility over assets as well as obligations to estate and trust beneficiaries. The course will review case law concerning fiduciary misconduct and offer tips to avoid internal disputes and litigation. More Info
$291Prof Practice -
Aging Clients: Estate and Longevity Planning
The aging of the population should not be news to anyone. What this means for estate and other types of financial planning, may be. This CLE course will explain the services that aging clients may benefit from, how their planning may differ from traditional estate planning and how to address and draft documentation that takes those differences into account. The course will explain durable powers of attorney and revocable trusts and their sufficiency for aging population as well as the changing r... More Info
$291Prof Practice -
Estate and Financial Planning Considerations that May Change How We Practice
Permanent higher exemptions, an aging population and evolving case law are providing new perspectives on estate and financial planning. These transformations as well as a range of new planning ideas they have given rise to will all be discussed in this comprehensive CLE program which will revolutionize how you practice estate planning. The course will include new perspectives on domicile, on gifting, including practical, legal, financial and drafting consideration, debunking the myth of the "U"... More Info
$291Prof Practice -
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
$291Prof Practice -
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
$291Prof Practice -
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
$551.5Prof Practice
