Rhode Island MCLE - Tax Law Courses
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On-DemandOnline & 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-DemandOnline & 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 -
On-DemandOnline & iOS/Android App
Estates and Trusts for the Non-Specialist
This CLE program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Ethical Considerations for Counseling IRC Section 1031 Exchanges
This CLE course will highlight the Rules of Professional Conduct as they may intersect with 1031 Exchanges. The presentation will include: competency, scope of representation, conflict of interest issues and selection considerations of the Qualified Intermediary. Throughout the presentation, case-studies will be discussed. More Info
$501Ethics Credit -
On-DemandOnline & iOS/Android App
Family Meetings and Legacy Planning
Family Meetings: They are not what you might think they are! For a family to get started, your role may be critical! The key to a family's success is family education and trust-building through an organized and prioritized family meeting process. Family education is life-long-learning together! Families must have family meetings, build trust, choose interdependence, and practice group decision making. Many traditional estate plans increase the likelihood of wealth and family erosion. What can... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Financial Planning for Lawyers
While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dis... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akhavan will discuss the tax pitfalls that can result from owning real estate in the United States and will discuss different planning structures that can be used to avoid adverse tax consequences. Additionally, Eli will discuss reporting requirements s... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Hot Topics in Municipal Securities and Other Fixed Income
FINRA and MSRB staff discuss recent enforcement actions related to municipal securities (e.g., 529 Plans, municipal short positions), examination priorities, fixed income-related rulemaking, and common problems uncovered during Member Supervision and Market Regulation reviews. After attending this session, you will be able to: Review recent enforcement actions on 529s and muni shorts Discuss topics related to municipal securities Discuss recent and ongoing regulatory initiatives More Info
$501General Credit -
On-DemandOnline & iOS/Android App
How The New Proposed Tax Bill Can Impact Your Retirement Account
This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
How to Prepare for Long-Term Care Costs
This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Additionally, they will cover Medicaid planning and various products available to address this need. More Info
$501General Credit