Indiana CLE - Tax Law Courses
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Asset Protection in the Public Benefits Context
Nationally recognized asset protection and elder law expert, Robert F. Brogan, C.E.L.A., presents over two hours of information you can use to guide your clients in preserving their legacy, while obtaining the public benefits necessary to address their long-term care needs. This CLE program, designed for the intermediate and more advanced practitioner, explores a variety of techniques which the presenter has used successfully in one of the most difficult states in the country for Medicaid Pla... More Info
$1252.7General Credits -
Estate and Financial Planning For Clients Living With Chronic Illness
130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye. This CLE course will explain some of the more common chronic illnesses, how to effectively work with clients and gain necessary information and the means by which a savvy estate planner may use their medical knowledge to increase their clients’ benef... More Info
$501General Credit -
A Legal Guide to Introducing International Products and Services to the U.S. Market
Introducing a product or service to the U.S. market requires a thought-out strategy that includes: selecting the best distribution model for a particular product or service maximizing the available intellectual property protection for your products and brand in the most cost-efficient manner planning and structuring your operations in the most tax-efficient manner navigating the maze of import, tariff and customs laws complying with any applicable rules or policies of the Federal Tr... More Info
$1002.1General Credits -
Hot Topics in Immigration Related to the EB-5 Program
The Immigrant Investor Program, also known as “EB-5,” was created by Congress in 1990 to stimulate the U.S. economy through job creation and capital investment by immigrant investors by creating a new commercial enterprise or investing in a troubled business. There are 10,000 EB-5 immigrant visas available annually. In 1992 and regularly reauthorized since then, 3,000 EB-5 visas are also set aside for investors in Regional Centers designated by USCIS based on proposals for promoting... More Info
$1002General Credits -
How to Structure Employment Agreements and Employee Equity Offerings to Avoid Section 409A Tax Traps
Section 409A of the tax code impacts virtually every agreement, program or other arrangement that provides for the deferral of compensation for employees or other service providers. This CLE program will provide an overview of Section 409A's key provisions and outline how you can structure your stock option and phantom equity plans and employment and severance agreements to ensure compliance. More Info
$501.1General Credits -
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 -
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 -
The Essentials of Planning Before & After Death
Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts to use remaining gift and GST exemption may be warranted. For clients whose estates may be taxable maximizing discounts may be called for. While for smaller estates revising FLP and LLC governing documents to minimize or eliminate discounts might ins... More Info
$501.1General Credits -
Estate and Financial Planning Considerations that May Change How We Practice
Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning ideas that can help transform how estate planning is practiced. For example, a new paradigm for gifting is presented which is very different from the traditional perspectives on how clients should gift. Practical legal, financial and drafting considera... More Info
$501.1General Credits -
Aging Clients: Estate and Longevity Planning
Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and drafting techniques not meet the needs of many of our aging clients and how can you specifically plan and draft differently to address these issues? Why are durable powers of attorney insufficient planning for many aging clients? Why does the law not pr... More Info
$501.1General Credits