Virginia MCLE - Tax Law Courses

This is a listing of Tax Law CLE Courses for Virginia. Please make your selection below of Virginia CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.

MCLE Courses Available Online & iOS/Android App and with Live Webinars!

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  • On-Demand
    Online & iOS/Android App

    Tax, Financial and Legal Implications of Elder Care Planning

    This CLE program will discuss Medicaid and Elder Care planning and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income requirements for Medicaid long term care eligibility. She will discuss various tax issues that often arise in the context of elder care planning, such as basis issues and real estate tax exemptions. Elizabeth will also give an overview of what the ideal elder car... More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    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

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    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

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    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

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    The Patent Process for the Curious: What Lawyers Need to Know

    As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which in turn requires passing its own exam and an undergraduate degree in a science or engineering. Because it is such a specialized area of practice, with about only 40,000 active practitioners in the US... More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    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

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    The State Tax Man Cometh Knocking: South Dakota v. Wayfair, Inc. & the Rapidly Evolving State & Local Tax Environment

    The Decision by the United States Supreme Court in South Dakota v. Wayfair, Inc., has dramatically changed the state tax environment for businesses. State tax authorities have started aggressively pursuing out-of-state sellers and in many cases are applying their laws retroactively to tax periods prior to the Wayfair decision. Moreover, many states are not stopping at sales taxes and are expanding and changing the definitions of nexus in the areas of direct taxes including gross receipts, inco... More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Using a Qualified Charitable Distribution as the RMD from an IRA: Why and How

    This CLE presentation will consist of a general overview of IRAs and required minimum distribution requirements. It will address what a qualified charitable distribution is and how it is affected. This course will outline the benefits of utilizing qualified charitable distributions and the benefits of maintaining lower income levels. More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    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

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Basics of IRA Taxation & Investment Rules

    This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as they apply to retirement accounts. The course will explore the history of the U.S. retirement system, concept of tax deferral, as well as detail the contribution, distribution, and other related tax rules regarding each specific IRA. The cours... More Info

    $75
    1.5General Credits

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