Tax Law Bundle Includes:

• $50

  1031 Exchanges: Ethical Considerations

  Ethics Credits: 1.02

  1031 Exchanges can often be complex. This comprehensive CLE course will explain the best practices and wide variety of ethical considerations involved in 1031 Exchanges. The course will include: Qualifying Property Scope of Representation Conflicts of Interest Identification Qualified Intermedi...

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• $50

  Tax Law Logic for Non Tax Lawyers

  General Credits: 1.08

  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 o...

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• $50

  The Mathematics of Estate Tax Planning

  General Credits: 1.02

  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 an...

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• $50

  Emerging Developments in Artificial Intelligence for Lawyers

  General Credits: 1

  Artificial Intelligence is becoming ubiquitous in legal practice. New tools and new providers emerge constantly. Lawyers need to understand artificial intelligence in order to represent their clients competently and effectively. Lawyers also need to understand the use of AI in order to compete....

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• $50

  Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships

  Ethics Credits: 1.15

  This CLE course covers the interplay of (1) ethical issues and (2) relationship issues in talking with clients about things they don’t necessarily want to hear. These things include talking with them about (a) when things don’t go the way you’ve planned; (b) when you’ve made a mistake; (c) when the...

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• $50

  Common Issues with Navigating the Changing Landscape of Multistate Taxation of Crypto Currency & Crypto Based Companies

  General Credits: 1.02

  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...

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• $50

  The Ethics of Law Firm Lateral Transitions

  Ethics Credits: 1.02

  The days when lawyers stayed in the same firm for their entire careers are almost gone. Lawyers move to new firms every day. Each step in such a move is subject to complex (and sometimes contradictory) ethical and legal rules, as the lawyers must weigh their own rights against their obligations t...

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• $50

  The Mathematics of Charitable Planning

  General Credits: 1

  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 Charita...

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• $50

  The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

  Ethics Credits: 1.25

  Our panelists, highly experienced trial and litigation specialists, will discuss the impact of new ABA Formal Opinion 508, dealing with “The Ethics of Witness Preparation”. They will discuss the impact of the opinion on counsel’s approach to working with witnesses, including a client, to testify at...

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• $100

  Unusually Important Federal Tax Cases: What Attorneys Need to Know

  General Credits: 2

  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 l...

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• $50

  The Nuts and Bolts of Guardianships

  General Credits: 1.02

  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...

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• $50

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1.03

  Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...

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• $75

  Tax Consequences of Retiring or Selling Your Law Practice

  General Credits: 1.58

  This CLE session will concentrate on the tax consequences of retiring or leaving your law firm or other professional partnership including LLCs and PLLCs. A recent Tax Court decision provides guidance and highlights tax traps to avoid. We will analyze practice goodwill and client based intangi...

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