Tax Law Bundle Includes:

• $50

  Handling Current Legal Ethical Issues

  Ethics Credits: 1.27

  This CLE course will address practical ethical issues that lawyers face as they work remotely during a pandemic, as well as when discussing personal legal matters with work colleagues. We will also examine recent examples of attorneys acting as “over”-zealous advocates for their clients, and some r...

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• $50

  Return to Office: Employment Tax Considerations

  General Credits: 1.1

  The Covid pandemic has had companies re-imagine workplaces both actual and virtual. Please join us to discuss employment tax and fringe benefit aspects of a distributed workforce or hybrid workforce, as well as some specific benefits that are being offered real-time to entice employees to retu...

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• $50

  The Secure ACT: Five Key Considerations

  General Credits: 1.08

  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 Flexibil...

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• $50

  "Sweat Equity" in Small Businesses and Venture Startups: The Legal and Tax Issues

  General Credits: 1

  When a startup or small business first launches, it is easy to issue shares (almost) tax-free to the company founders. When a shareholder or LLC member receives shares in exchange for his or her labor, or “sweat equity,” the legal and tax issues are a bit more complicated. In this fast-paced,...

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• $75

  Mediation Ethics for Mediators and Mediation Advocates

  Ethics Credits: 1.53

  This CLE course is designed for mediation advocates and third-party neutrals to fully inform and assist in understanding and working with the ethical rules that apply in mediation. A review of the Model Standards promulgated jointly and recommended by the ABA (American Bar Association), the AAA...

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• $75

  Citizenship and Residence: Prerequisites to Extra Territorial Taxation

  General Credits: 1.57

  An examination of the various (jurisdictional) bases for imposing tax on the extra-territorial income of persons with an emphasis on natural persons; the meanings ascribed to the various different bases under the Code, some State statutes, some countries; residence status for tax treaty purposes; d...

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• $50

  To Prosecute or Not To Prosecute? Analyzing Ethical Rules Telling Prosecutors When and How They Can Do Their Job

  Ethics Credits: 1

  Before the dramatic closing argument or daring cross examination, prosecutor offices must carefully assess whether the case may be prosecuted and precisely how. For prosecutors, these rules provide both limitations for whether cases can be prosecuted at all, and guidelines for how they should be p...

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• $50

  Legal Ethics: Reasonableness of Fees

  Ethics Credits: 1.05

  Someone at your firm is in charge of making sure that both legal professionals and other employees comply with the ethics rules. Some firms have ethics committees that do this work. Solos, of course, wear every hat under the sun, including the "ethics guru" hat. In small firms, too, many of you...

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• $50

  Advanced 1031 Exchange Topics: Reverse and Improvement Transactions

  General Credits: 1.02

  The course will take a closer look at some advanced aspects of 1031 Exchanges, namely Rev. Proc. 2000-37 - Reverse Exchanges. Different forms of “parking” transactions will be discussed, including improvement exchanges. Additionally, 1031 Exchanges often give rise to Partnership issues – vari...

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• $50

  Transfer Pricing for Multinationals: Practical Insights for Attorneys

  General Credits: 1.47

  Transfer pricing is widely considered the most contentious and expensive tax issue facing multinational companies today. However, many companies struggle to navigate the competing requirements of the IRS and international tax authorities. This CLE course will provide insights into how attorne...

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• $50

  Ethical Considerations When Responding To Lozada Complaints

  Ethics Credits: 1.02

  Immigration is a rewarding practice area with a collegial group of practitioners. While immigration law is among the most complex, a great benefit is colleagues who generously share their knowledge and experience with one another. This makes it even more difficult when one lawyer must prepare and...

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• $50

  How The New Proposed Tax Bill Can Impact Your Retirement Account

  General Credits: 1.15

  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 R...

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• $50

  Hot Topics in Municipal Securities and Other Fixed Income

  General Credits: 1

  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 thi...

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