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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What You Need To Know About Asset Protection Planning
In asset protection, timing is everything. Successful asset protection plans shields assets from creditors even before the parties are known to be creditors. How do you determine when, how and to what extent asset protection should be implemented? This CLE course will explain the ins and outs of asset protection from attorney obligations and protection structures, possible creditor solutions, questions to consider which may impact the type of protection and issues related to debt collection, ban... More Info
$552Prof Practice -
Accounts Receivable Management for Lawyers
Accounts receivable management is a key factor in a successful business. The same applies to law firms, which are essentially businesses, and yet many fail to establish A/R practices and procedures and thereby incur in aged receivables and the need to implement collection practices. This CLE course will explain the policies and procedures that law firms can and should utilize to avoid becoming debt collection agencies. The course will explain how to establish and maintain firm policies that will... More Info
$291Law Prac Mgmt -
Estate and Financial Planning For Clients Living With Chronic Illness
Chronic illnesses, many of which are undetectable to the naked eye, can profoundly impact a person’s life. This CLE course will explain some of the most common chronic illnesses and their repercussions and explain how the factors effecting your client should be assessed and applied when planning their financial future. The course will offer tips and strategies for gaining the necessary information from your client to properly understand the ramifications of the illness including life expectanc... More Info
$291Prof Practice -
Heckerling Nuggets: Grantor Trusts, The Quest for Basis, and More!
An analysis of the shift towards Basis Step-Up Planning, the effectiveness of DAPTs, NINGs and DINGs, and a guide to the QTIP Division Technique are just some of the tax and non-tax issues discussed at this year’s University of Miami Heckerling Institute. But if you missed it, there’s still time to catch up on all the recent developments and strategies discussed at the industry’s leading annual event in this comprehensive CLE course. In addition to the above, the course will explain the latest t... More Info
$291Prof Practice -
New Estate Planning Opportunities for Estate Practitioners
Estate planning has always required creativity and broad thinking in order to account for the unknown factors of the future. But with an aging demographic, changes in family lifestyles, tax changes, technology and the need for increased synchronization with CPA’s, wealth managers, insurance agents and attorneys, the job of an estate planner has gotten significantly more complex. This CLE course will explain in detail how to account for all of these factors for successful estate planning that w... More Info
$291Prof Practice -
Airbnb – Revolutionaries of Sharing Economy or Just Plain Illegal?
Connecting owners offering short-term apartment rentals to potential renters-- it seems simple, lucrative and advantageous to all concerned. So why is Airbnb, the online community marketplace that provides this service, such a source of controversy? According to the NY State Attorney General, nearly three quarters of Airbnb’s rentals are illegal and violate zoning and other laws. There’s no question that Airbnb is hitting the hotel industry where it hurts and costing the State millions in hotel... More Info
$552Prof Practice -
Dividing Defined Benefit Pension Plans in Family Cases
The division of a retirement plan account is a complex arrangement wherein a myriad of issues must be assessed and administered. This CLE course, presented by nationally renowned QDRO attorney Matthew Lundy and tax attorney expert Adam Lusthaus, will explain these plans and their benefits, and offer mediation strategies and optimal formulas for dividing the various types of plans. The course will also explain how to plan for military and federal employee pensions and the required paperwork and t... More Info
$291Prof Practice -
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
$291Prof Practice -
Asset Protection in the Public Benefits Context
Medicaid Planning is fraught with difficulties, particularly in states where improper denials are used to dissuade practitioners and their clients from exercising their rights under the law. Obtaining the public benefits to address long-term care needs in these states requires proven techniques and strategies, all of which will be presented in this comprehensive CLE course designed for intermediate or advanced practitioners. The course will present common pitfalls in the planning stage to ready... More Info
$813Prof Practice -
An Introduction to New Jersey Property Tax Appeal Process
The decision of whether and when to sell a property is often an issue of finances—will you make or lose money from the transaction? In New Jersey, the Property Tax Appeals Process can be complex for the uninitiated. This CLE course will review the process in its entirety and explain how assessment values are determined, what the assessment includes, strategies, self evaluations and tips for when to challenge the process. More Info
$551.5Prof Practice
