West Virginia CLE - Tax Law Courses
This is a listing of Tax Law CLE Courses for West Virginia. Please make your selection below of West Virginia 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.
West Virginia CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a presumptive provider of CLE in WV, approved by the WV State Bar. To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
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
$291.2General Credits -
On-DemandOnline & iOS/Android App
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
$291.2General Credits -
On-DemandOnline & iOS/Android App
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act and its impact on charitable giving. The course will review strategies for all tiers of donors to maintain their giving level and how development managers should reframe their requests in light of the new laws. The course will review: • Bunching deductions • IRA distributions for giving... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Estate Planning for Real Estate Investors in Changing Times
Bruce Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. Gain a better sense of how to recognize estate planning opportunities for your client. Topics include: Estate planning under the American Taxpayer Relief Act of 2012 and the 2014 New York income and estate tax changes.... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Estate Planning: Common Issues; Practical Answers
Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who establishes the trust, known as the settlor, is responsible for paying income tax on any income earned within the trust. This is an excellent strategy for accelerating the growth of trust assets and... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
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
$291General Credit -
On-DemandOnline & iOS/Android App
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
$291General Credit -
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
$341.26Ethics Credits -
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
$291.2General Credits -
On-DemandOnline & iOS/Android App
Family Offices: A to Z About Acting as Legal Counsel for a Family Office
For the ultra-wealthy, it is not just the household that requires staff. Ultra high net worth families face a complicated set of legal issues that require a skilled legal team. This CLE course will explain the various types of family offices, including multi-generational families and the instant wealth created by technology companies, and the responsibilities that attorneys who represent them must be aware of. Regulatory and governance issues, contracts, confidentiality, PR and reputation manage... More Info
$552General Credits
