Tax Benefits of Captive Insurance Companies for Small and Mid-Size businesses
What is captive insurance and why is it useful to your clients? Captives provide an unusual opportunity for clients to better manage risk than traditional insurance policies, and have unusually good...
View ArticleTrust Tax Deductions: New Rules You Need to Know Now
This CLE is designed for attorneys, paralegals, financial professionals, accountants and trust administration professionals. It provides guidelines on tax deductions available to trusts, including...
View ArticleWedding & Event Vendor Law 101 [2019 Edition]
The wedding and event industry is growing exponentially. As of 2013, the wedding industry alone was valued at an estimated $54 billion. Yet many wedding and event vendors don’t receive the counsel and...
View ArticleOut-of-State Subpoenas & Interstate Discovery [2019 Edition]
This CLE will discuss all things related to serving cross-state and cross-district subpoenas in state and federal courts. The presenters will discuss the Uniform Interstate Depositions and Discovery...
View ArticleInsurance Agent Negligence [2019 Edition]
This presentation will discuss the roles of agents and brokers in the selection of insurance coverage, the duties of agents and brokers in that process, and causes of action against agents and brokers....
View ArticleIronclad Indemnification Provisions in Business Agreements
Attorneys can expect to learn about drafting and negotiating techniques for crafting an effective indemnification provision in a variety of contexts. The course will indemnification clause as applied...
View ArticleNew Tax Rules for Mergers and Acquisitions
The Tax Cuts and Jobs Act of 2017 includes new rules for mergers and acquisitions that have changed the game in a myriad of ways. This course will take you through the new rules and what they mean for...
View ArticleThe Nuts & Bolts of Voir Dire
A practical step by step approach to preparing for and conducting voir dire. Participants will learn how to develop a jury selection strategy that is relevant to their case. They will draft an outline...
View ArticleAdmissibility of Email and Internet Evidence
Attorneys have an ethical duty to understand the nuances of preserving, gathering, culling, producing, and presenting electronic evidence at trial. Most information today is electronic. State and...
View ArticleRevocable Living Trusts from Start to Finish [incl. 1 Ethics hour]
This CLE covers all aspects of revocable trust planning, including a discussion of the basic structures, types of trust planning, funding, drafting tips, and ethics. This discussion is well suited for...
View ArticleTax Opportunity Zones
“Opportunity Zones” are census tracts designated by state governors in which qualifying investments receive substantial tax breaks. The tax breaks include the deferral of federal capital gains tax, the...
View ArticleStructuring Enforceable Contracts in the Cannabis Industry
We will examine contractual enforcement issues presented by the conflict between the legalized use of marijuana in many states and its treatment as a controlled substance under federal law, and guide...
View ArticleProbate: Step by Step
This course will provide a step-by-step guide to taking on and handling a probate case, from start to finish. Key topics to be discussed: • Distinguishing informal vs Formal Probate • Educating the...
View ArticleSecurities Crowdfunding in the Age of Kickstarter & GoFundMe
A class on the specific issues raised by online offerings of securities, especially as those offerings have been affected by the JOBS Act. Attendees should understand the basics of securities law...
View ArticleInherited IRA’s in Estate Planning
This CLE course discusses the rules, risks, and opportunities surrounding Inherited IRAs, established upon inheritance of an IRA or employee-sponsored retirement plan after the death of the original...
View ArticleWhen the IRS Comes Calling [2019 Edition]
What do you do when the IRS knocks on your client’s door? Fear, anxiety, jail time – many different ideas pop into mind about what the government will do because of a failure to pay taxes. But most of...
View ArticleIRS Attack on Business Owners: The Trust Fund Recovery Penalty [2019 Edition]
Sales are down, expenses are up, and operations are running at a loss. It is a struggle to make payroll, much less pay employee withholding taxes to the IRS. A dangerous decision is made: hold on...
View ArticleConcealed Carry Law
Upon completing the course attorneys will learn the legal difference between permitted concealed carry, open carry and so-called Constitutional carry. We will cover the historical and Constitutional...
View ArticleEverything You Need to Know About Distributed Ledger Technology, The...
Unless you have been hiding under a digital rock, you probably have heard the terms “distributed ledger technology (DLT),” “The Blockchain,” and “cryptocurrency” (or at least the name of the most...
View ArticleChoosing the Right Entity: What You Need to Know to Make the Right Choice for...
As a business attorney, you are frequently asked whether an entity should be used for a particular transaction or purpose, and if so, which type. The answer depends on a variety of factors, both legal...
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