Pennsylvania CLE - Tax Law Courses
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCD/DVD/USB, Online, iOS/Android App
Common Issues with Navigating the Changing Landscape of Multistate Taxation of Crypto Currency & Crypto Based Companies
State Taxation varies across every state in the United States. Specifically at a State and Local Tax (SALT) level, every jurisdiction has its own tax code and tax treatment for various applications. For example, the way California may classify revenue from a certain company is not the same as Texas will perceive the revenue. Of course, the Supreme Court of the United States has weighed in on limitations of a state’s power to tax, citing the Commerce Clause and various other constitutional cons... More Info
$501General Credit -
On-DemandCDs, DVDs, USB Stick
Criminal Tax Investigations and Procedures: What Practitioners Need to Know
This CLE course will provide foundational information about how federal criminal tax matters arise, how criminal tax matters are investigated, and other tips and best practices for dealing with clients who are (or may become) the subject of a criminal tax investigation. Topics that will be covered include: How federal criminal tax investigations originate, and the key government personnel involved in tax investigations and prosecutions; Commonly investigated and prosecuted federal... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Crowdfunding: Meeting Humanitarian Needs
Substantial sums of money have been raised by crowdfunding websites. Yet, there seems to be little law, and even less guidance, for those using this fundraising approach. This CLE program will identify some of the legal and tax issues and give advisers background to understand the crowdfunding phenomena and knowledge to help those clients creating or using crowdfunding campaigns for humanitarian purposes. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Dividing Defined Benefit Pension Plans in Family Cases
This one hour CLE, conducted by nationally renowned QDRO attorney Matthew Lundy and expert tax attorney Adam Lusthaus, discusses the fine point of the often maze-like world of defined benefit pension plans in family law cases. It discusses both practical issues to be addressed in settlement agreements, and also high-level concepts related to taxability and valuation of defined benefit plans. More Info
$501General Credit -
On-DemandCDs, DVDs, USB Stick
Elder Law and Long Term Care Insurance Update
Hear an update on the most recent developments in elder law that you and your clients should be aware of. Discover what you need to know about your and your client’s questions, concerns and strategies regarding the subject of paying for an unexpected & unreimbursed long-term care illness. Understand when a traditional long term care Insurance policy is a better solution than one of the newer Combo/Linked plans, and vice versa. Attendees will also have the opportunity to ask questions o... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Employment Law: An Entertainment Industry Perspective
A raft of common employment practices are now putting media and entertainment companies at risk. For example, incorrect classification of interns, volunteers, independent contractors, and full-time workers have all recently led to big legal headaches for small, mid-size, and even larger companies. Similarly, missteps in grants of equity to employees are leading to nasty tax consequences for employers and employees, souring relationships. Listen as two experienced employment lawyers review rece... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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 -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act. How did the new law change charitable giving? What planning strategies should average donors, wealthy donors, and ultra-high net worth donors pursue? How should development officers reframe charitable giving conversations with prospective donors? How can non-grantor trusts be used to salvage a full charitable contribution deduction? Bunching deductions,... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning: Common Issues; Practical Answers
Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info
$501General Credit