New Jersey CLE - Finance and Banking Courses

This is a listing of Finance and Banking CLE Courses for New Jersey. Please make your selection below of New Jersey 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.

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!

Course Media Options

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  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    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

    $100
    2General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    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

    $50
    1.2General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    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

    $50
    1.3General Credits
  • On-Demand
    CDs, DVDs, USB Stick

    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

    $125
    2.5General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    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

    $50
    1.2General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    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

    $75
    1.8General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    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

    $75
    1.8General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    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

    $125
    2.6General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    Bankruptcy Basics: Understanding Your Client’s Options

    This CLE course is presented by Tully Rinckey PLLC Senior Counsel Robert J. Rock, Esq. Mr. Rock will draw upon his over thirty years of experience as a bankruptcy attorney. Mr. Rock will provide guidance to attorneys on alternatives to bankruptcy, evaluating client qualifications for bankruptcy, types of bankruptcy cases, and major laws and rules practitioners should know. Mr. Rock will also provide insight into tactics to avoid potential pitfalls with clients and their bankruptcy petitions. More Info

    $50
    1.2General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    Elder Law and Medicaid: An Introductory Guide

    This informative CLE program, presented by Ronald A. Fatoullah, will discuss some of the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the enormous cost of long-term care. The course will also review the new ABLE Act (Achieving a Better Life Experience Act), NY’s CARE Act (Caregiver Advise, Record and Enable Act) as well as the Department of Labor’s proposed rule that would require financial advis... More Info

    $125
    2.5General Credits

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