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Wisconsin CLE - All Courses

This is a listing of CLE Courses for Wisconsin. Please make your selection below of Wisconsin CLE courses. Our courses are available Online and with iOS/Android App. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

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Ethics Credits
0

Current Challenges and Opportunities in Office Leases

Office leasing presents challenges that are distinct from residential or commercial leases. This CLE course will explain everything you need to know including components of standard lease agreements, effective negotiation tactics, subletting, clauses related to tax escalations, build out terms, free rent, utility charges, insurance and notice provisions. The course will also delve into the current trends affecting the market and offer a short Q&A.

General Credits
1.5
Price$75

Zoning Basics and Title Issues Connected with Development Rights Transfers

The CLE program will focus on basic zoning concepts, followed by a detailed discussion of development rights transfers. The zoning topics to be presented will be: the difference between a tax lot and a zoning lot; types of zoning lots; identifying the permitted usage on a zoning lot as residential, commercial and/or community facility; and identifying the permitted floor area, height and setback restrictions associated with a zoning lot. This will be followed by a discussion of the developme...

General Credits
2
Price$100

RegTech in Advertising and Compliance and Beyond

RegTech (Regulatory Technology) is more than a buzzword, it is a real movement that is already having an impact on regulatory compliance. This CLE lecture will give you insight on innovative technologies being used to develop more effective, efficient, and risk-based compliance programs in the area of communications with the public. This CLE lecture will discuss how RegTech tools are helping address new challenges and regulatory implications associated with supervision, vendor management, da...

General Credits
1
Price$50

Advertising Compliance Boot Camp: Fundamentals of FINRA Rule 2210

This CLE course is designed for compliance and marketing professionals who are new to FINRA’s advertising rules or experienced practitioners interested in a refresher. A panel of FINRA professionals provides an overview of FINRA’s Communications With the Public rule, including filing requirements, internal approval and supervision, and content standards. Panelists answer questions about how to apply the rules to financial services communications and marketing materials while offering tips on h...

General Credits
1
Price$50

General Brokerage and Supervision

This CLE program will address advertising sales practice issues applicable to general brokerage firms and their registered representatives. FINRA staff and industry practitioners will discuss advertising compliance and sales practice issues applicable to general brokerage firms and their registered representatives. Industry panelists explore advertising compliance challenges and explain how they address the advertising rules with respect to the creation and preparation of marketing ma...

General Credits
1
Price$50

Stranger Than Fiction 2.0: True Crime Legal Issues

The popular demand for true-crime content continues to be a sustained force in the entertainment industry. But as production companies and networks push the boundaries to distinguish themselves from the crowd, clients need advice to ensure that they don’t take on unnecessary risk while chasing the next big hit. Topics include: Tips for negotiating law enforcement access agreements What to know when obtaining materials from law enforcement Managing the risk of defamation and right of...

General Credits
1
Price$50

10 Key Practical Issues when Reviewing and Drafting Commercial Office Leases

Commercial leases aren’t nearly as straightforward as they might seem and the small details matter a great deal. This CLE course will discuss 10 key practical issues when reviewing and drafting commercial office leases. The course will offer an understanding of an attorney’s role in the transaction as well as important information to note about the parties involved. The importance of a long-term outlook, the difference between usable vs. rentable space, term-sheets, security deposits, utility...

General Credits
1
Price$50

Helping Your Clients Resolve Tax Problems

The tax system is often overhauled, but it never seems to get any simpler. It’s no surprise that so many individuals find themselves entangled in tax issues. This CLE course will present strategies to help clients resolve their tax issues and address various IRS notices. The course will explain how to assess the legitimacy of letters, understand IRS notices, and protect a client’s rights while avoiding liens or levies. Tax debt resolution and the pros and cons of different avenues of resolutio...

General Credits
2
Price$100

Religion and Estate Planning

Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious beliefs. A 2017 Gallup Poll on the role of religion in the United States, 37% of respondents self-identified as “Highly Religious.” That same year Americans donated upwards of $127B to support religious organizations and causes. Yet despite the central ro...

General Credits
1
Price$50

1031 Exchanges: An Advanced Seminar and Open Forum

This CLE presentation goes deeper than the typical program addressing Section 1031 Exchanges. Besides addressing the fundamentals, the program will explore more advanced concepts, such as leasehold improvement exchanges, private equity transactions, and the so-called “drop-and-swap” technique. Furthermore, the presenter answers questions about the nuances of executing a Section 1031 Exchange, reporting the exchange for tax purposes, and finer points about advising clients of what is and is not p...

General Credits
1
Price$50
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