Connecticut MCLE - Finance and Banking Courses
This is a listing of Finance and Banking CLE Courses for Connecticut. Please make your selection below of Connecticut 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.
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Identifying Bankruptcy Red Flags
For anyone forced to declare bankruptcy, the experience is emotionally and psychologically devastating. And while many bankruptcy clients end up in financial straits because of irresponsible behavior or faulty business decisions, there are an equal number who are simply confronted with situations they do not have the means to deal with such as illness or unemployment. Bankruptcy attorneys must be attuned to their clients states, both financial and emotional, in order to develop a productive,... More Info
$501General Credit -
Managing Rent Regulated Property: Preparing for the Sale, Purchase and Refinance of Rent Regulated Buildings
Join RSA for a program focusing on the due diligence required before the sale, purchase or refinance of a building. The program will provide information on cost saving resources that are available to assist owners complete the process. Topics to be addressed will include review of: HPD and DOB violations Major capital improvements, individual apartment improvements Tenant lease files Required building energy upgrades Housing court and DHCR proceedings DHCR and HPD registration W... More Info
$1002.25General Credits -
Heckerling Highlights, Key Tips and Insights: Advice From the Experts in Uncertain Times
The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this major conference. The handout materials include a 140 page summary of many of the presentations at this program. More Info
$751.75General Credits -
Impact of the Supreme Court’s Decision in U.S. v. Salman on the Law of Insider Trading
The Dec 6, 2016 court ruling in US v Salman clarifies the “personal benefit” requirement and eases the government’s burden of proving insider trading cases. But how does this impact other decisions such as US v Newman and the prosecution of future insider trading cases? While the government need not show that the tipper has received something of tangible value, it raises the question of when the relationship between tipper and tippee reaches the level which would satisfy this lesser “personal... More Info
$501General Credit -
Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now
The future of the gift, estate and GST tax system is uncertain. The Trump administration might repeal the estate and GST tax (although it is not clear that there is an intent to repeal the gift tax), provide for a capital gains tax on death (and perhaps a capital gains tax on gift), provide for a carryover basis at death, or some other variation of these. Many estate planners have suggested that clients put most planning on hold pending the outcome. Other advisers have suggested completing low... More Info
$501General Credit -
The Significance of Recent Developments in Delaware Corporate Governance Law and What Practitioners Need to Know
Panel 1: Important Recent Cases and Upcoming Issues Gregory Markel, Cadwalader, Wickersham & Taft LLP, Chairman of the Center, will moderate an “easy chair” discussion between Myron Steele, former Chief Justice of the Delaware Supreme Court, and Jack Jacobs, former Justice of the Delaware Supreme Court. They will discuss important recent cases and upcoming issues, with a focus on the implications of the decisions and what significant issues are likely to come up in the next year. Pan... More Info
$1002General Credits -
Chinese Investment in U.S. Real Estate
The U.S. property market has become a popular destination for wealthy Chinese nationals seeking safe investment opportunities abroad. International real estate transactions implicate legal issues associated with the transfer of funds, taxes, corporate formation, reporting and disclosure requirements, national security and immigration. This CLE lecture will discuss legal strategies for addressing these issues proactively so as to avoid post-acquisition problems. More Info
$501General Credit -
Accommodating Non-U.S. Investors: Structuring Real Estate and Other Fund Investments to Minimize U.S. Tax Impacts
Tannenbaum Helpern tax attorneys Michele Itri and David Schulder along with RSM US LLP's International Tax Principal Mark Strimber, will discuss how hedge funds and private equity funds can minimize tax burden for non-U.S. investors. These investors are primarily concerned with avoiding U.S. tax filing obligations and paying U.S. tax on "effectively connected income" which can result from a non-U.S. investor's investment in U.S. real estate, certain U.S. loans, U.S. operating companies and fee... More Info
$751.5General Credits -
Preparing the Estate Tax Returns and Related Post-Mortem Tax Issues
This CLE course will introduce attorneys to the preparation of the Federal Estate Tax Return, Form 706. Because of portability, filing this return on the death of the first spouse has become very important. In fact, it might be malpractice not to file this when the first spouse dies, even if the combined estates of both spouses (at the time of the first death) is under the threshold amount for single spouse (currently $5.45 million). In addition to an overview and more detailed explanation of... More Info
$751.5General Credits -
ABC's of Selling or Buying a Privately Owned Business
More than 50,000 small company sale transactions take place in the United States each year. While the attorneys for these transactions may be seasoned M&A specialists, they may also be newly admitted attorneys and/or attorneys whose expertise lies in other areas of the law. This CLE presentation will focus on the practical aspects of the three major stages of the process of buying or selling a privately held business: I. Pre-Contract Considerations II. The Contract of Sale III... More Info
$1002.25General Credits