Florida CLE - Tax Law Courses

This is a listing of Tax Law CLE Courses for Florida. Please make your selection below of Florida 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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  • An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

    This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations, potential pitfalls, and key guidelines that attorneys must follow when working with appraisers or relying on appraisal reports. The course will focus on both practical do’s and don’ts,... More Info

    $75
    1.5General Credits
    Self-Report
  • The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

    With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 706. In addition, the statute of limitations does not run unless a Form 706 is filed. This course will not only cover the nuts and bolts of filing the 706, but further explain certain strategi... More Info

    $75
    1.5General Credits
    Self-Report
  • Protecting Your Family Home Through Trusts

    All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there is a common misconception that in such instances, the only recourse would be to sell one’s home and to use the entire proceeds to pay for long-term care needs. This CLE course will provid... More Info

    $50
    1General Credit
    ✓ Pre-Approved
  • The Mathematics of Charitable Planning

    Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charitable Dispositions of IRAs are all popular techniques that can provide significant tax and charitable benefits. This program will review each of these techniques and show how the calculation an... More Info

    $50
    1General Credit
    ✓ Pre-Approved
  • The Mathematics of Estate Tax Planning

    The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results and the payment of unnecessary federal estate taxes. Furthermore, the failure to consider income tax implications and what might occur in any given situation can have a catastrophic impact on families.... More Info

    $50
    1General Credit
    Self-Report
  • The Legal Issues of Transfer of Real Property After Death

    Learn about the legal issues of transferring real property after death. The factors to be considered include: Death with a will or trust; Death without a will; Life estates; Power of appointment Our panelists will also review the latest NYS TOD Legislation – also known as Transfer on Death – and its pros and cons. More Info

    $75
    1.5General Credits
    Self-Report
  • Concepts & Misconceptions About Life Insurance & Estate Planning Issues That Attorneys Need To Be Aware Of

    What you don’t know can’t hurt you, correct? Not unless you are dealing with various Life Insurance and other financial matters. Join our expert speakers to discover some of the lesser-known topics that will assist you in conversations with clients, as well as in your own personal matters. Many professionals are so busy dealing with client matters that they don’t pay enough attention to make certain that their own family issues are handled with the same degree of research and attention... More Info

    $50
    1General Credit
    Self-Report
  • Basic Estate Planning

    Understand the basics of estate planning, as well as the tax ramifications of the plan to both the decedent’s estate and the beneficiaries. Topics include: The Benefits of an Estate Plan Key Tax Rules Understanding the Different Documents That Need to Be Drafted Ethical Considerations … and MORE! More Info

    $125
    2.5General Credits
    Self-Report
  • Tax Law Logic for Non Tax Lawyers

    Taxation is an issue that is pervasive in the practice of law. For those who pay taxes, file tax returns, or may be subject to those duties it’s useful, if not critical, to understand the principles underlying the processes on which IRS and other tax authorities will judge whether any or more is owed, or even whether a crime has been committed. Tax law and tax assessments are based on principles that are bedrock for testing and protecting one’s own tax positions and essential for succe... More Info

    $75
    1.5General Credits
    Self-Report
  • Unusually Important Federal Tax Cases: What Attorneys Need to Know

    This CLE program covers six federal taxation cases of recent vintage that are important for tax attorneys to commit to memory. Business law attorneys, who often find themselves in federal taxation deep water, can benefit from this Program because they will gain appreciation of the way federal tax law may change through court opinions in contrast to Congressional legislation and Department of Treasury tax regulation writing. The cases together cover following taxation topics: Valuati... More Info

    $125
    2.5General Credits
    Self-Report

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