Ohio CLE - Tax Law Courses
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!
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What You Need to Know About Drafting and Funding the ILIT
The great majority of current trustees responsible for your clients’ Irrevocable Life Insurance Trusts are their eldest sons and daughters acting as unskilled/amateur trustees. For the most part they are not aware of various opportunities and strategies available to them, nor are they aware of the responsibility and fiduciary liability they’ve assumed for the maintenance of their trust’s life insurance coverage. In the near future, trust planning & trustee guidance will become even mor... More Info
$501General Credit -
What You and Your Clients Need to Know About the USPTO’s Post-Registration Audit
Removing “deadwood” (registrations for marks that are not in use in commerce) from the Trademark Register has become an increasingly important priority for the USPTO in recent years. A few years ago, the USPTO instituted a permanent post-registration audit program by which it requires trademark registrants who file a Declaration of Use to submit proof of use for two additional items in each class, beyond the product for which a specimen is submitted. This webinar will teach you about th... More Info
$501General Credit -
What Employment Lawyers Need to Know About Executive Compensation
This CLE program will highlight the key considerations for employment lawyers handling executive employment matters both on behalf of management and individuals. The program will feature equity compensation basics, including the common terms in grant agreements, pitfalls in negotiating offers, employment termination impacts, and 409 tax issues. The program will provide valuable insights and practical takeaways for employment negotiations and disputes along with a touch of tax basics. More Info
$501General Credit -
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
$1002General Credits -
The Secure ACT: Five Key Considerations
This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info
$501General Credit -
The Regulation of Private and Foreign Funds in the Age of Cryptocurrency
This CLE course is designed to provide an overview of the regulatory regime applicable to private and foreign (i.e., non-registered) investment funds and the issues raised by the explosive rise of cryptocurrencies in the past several years. The course begins with an overview of the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act, the Investment Advisers Act, the Dodd-Frank Act and the SEC and CFTC rules and regulations applying this legislative fr... More Info
$751.5General Credits -
The Nuts and Bolts of Guardianships
This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in such matters. We also discuss the Uniform Health Care Decisions Act enacted by many states. We will discuss other matters on guardianships/conservatorships and when such a proceeding shoul... More Info
$501General Credit -
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
$501General Credit -
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
$501General Credit -
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
$501General Credit