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Continuing Legal Education courses for Attorneys
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New York CLE - Taxation Courses

This is a listing of Taxation CLE Courses for New York. Please make your selection below of New York CLE courses. Our courses are available on CDs, DVDs, Online & Mobile App. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

Taxation Courses

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Ethics & Specialty
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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...

Prof Practice
1
Price$50

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.

Prof Practice
1
Price$50

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...

Prof Practice
1.5
Price$75

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...

Prof Practice
1.5
Price$75

Business Formations 102: Limited Liability Companies

This CLE course, presented by Tully Rinckey PLLC Partner Graig Zappia, Esq., will draw upon his experience as a seasoned real estate and corporate law attorney to assist attorneys of all levels of skill and experience in improving their legal knowledge regarding how to form Limited Liability Companies under New York State law. Mr. Zappia will provide guidance to attorneys on the various forms and procedural requirements to form Limited Liability Companies and Professional Limited Liability Com...

Prof Practice
1
Price$50

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...

Prof Practice
2.5
Price$125

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.

Prof Practice
1
Price$50

Banking Law for the General Practitioner

No matter your practice specialty, banking law issues can arise from time to time. This topical CLE program will provide a general survey of US banking law for the general practitioner to familiarize lawyers on the complex US banking system and introduce people to how banks are formed, applicable laws and regulations, permissible activities and latest banking reform efforts. The materials also serve as a basic banking legal resource for the attendee.

Prof Practice
1.5
Price$75

Probate and Estate Administration for the General Practitioner

A large number of cases start out "Somebody died, and then..." At that point there are usually three sets of variables in play. There is a Will or there is not. The situation is friendly or it's not. The lawyer is being asked to represent the fiduciary or someone affected by the fiduciary. In New York these matters are handled in Surrogate's Court. This CLE course addresses the practical aspects of moving cases through Surrogates Court. In this seminar Barry Seidel reviews the vari...

Prof Practice
2.5
Price$125

Family Offices: A to Z About Acting as Legal Counsel for a Family Office

Family offices and ultra high-net-worth families have many complex legal issues that need to be met by competent and knowledgeable attorneys. In addition to the legal needs of multigenerational families of wealth, the creation of fast-growing companies in the technology sector and other industries has led to a new class of wealth holders who need qualified legal advisors. Attorneys serving these families are called on to find unique legal solutions to complex issues, and therefore are b...

Prof Practice
2
Price$100
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