Pennsylvania CLE - Tax Law Courses
This is a listing of Tax Law CLE Courses for Pennsylvania. Please make your selection below of Pennsylvania 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.
Pennsylvania CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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
$291General Credit -
On-DemandOnline & iOS/Android App
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
$291General Credit -
On-DemandOnline & iOS/Android App
Hot Topics in Municipal Securities and Other Fixed Income
There have been a variety of recent enforcement actions related to municipal securities (e.g. 529 Plans, municipal short positions), fixed-income related rulemaking, examination priorities and other typical problems that are revealed during Member Supervision and Market Regulations reviews. This CLE course, presented by FINRA and MSRB staff, will explain recent enforcement actions on muni shorts and 529’s as well as address a variety of topics related to municipal securities and recent... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
How The New Proposed Tax Bill Can Impact Your Retirement Account
The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s. Other provisions to be discussed include: Asset holding prohibitions Investment using IRA’s in entities for which you are an owner Statute of limitations extensions And more More Info
$291General Credit -
On-DemandOnline & iOS/Android App
How to Prepare for Long-Term Care Costs
The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportunities available to business owners who seek to protect themselves and their families by leveraging their businesses. The course will also cover Medicaid planning and other products that addre... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
How to Structure Employment Agreements and Employee Equity Offerings to Avoid Section 409A Tax Traps
Almost any agreement, arrangement or program for the deferral of compensation for employees or service providers is effected by Section 409A of the tax code. This CLE course will provide a comprehensive overview of Section 409A and its primary provisions. The course will also explain the framework for structuring a stock option as well as ensure compliance for phantom equity plans and agreements related to employment and severance. More Info
$291General Credit
