Areas of Professional Practice CLE Courses

All Courses, Areas of Professional Practice

A Tax Lawyer's Guide to Business Valuation

This course provides tax lawyers with a comprehensive understanding of business valuation principles essential for tax planning and for the eventual tax controversies that may result.

All Courses, Areas of Professional Practice

ABCs of the IRS

Course

This program will discuss and simplify tax procedure, including the related government agencies, Courts, forms, audits, statutes of limitations, assessments, collection issues and procedures, criminal tax, voluntary disclosure and "Kovel" accountants

All Courses, Areas of Professional Practice

Achieving Tax Certainty with Tax Insurance

Course

This CLE course provides an in-depth exploration of tax insurance as a strategic tool for mitigating or eliminating risk in complex tax transactions and tax controversies.

All Courses, Areas of Professional Practice

Advanced Estate Planning

Course

This program will cover a number of fairly advanced estate planning topics. We will discuss various different types of trusts, including Irrevocable Life Insurance Trusts, Intentionally Defective Grantor Trusts and more.

All Courses, Areas of Professional Practice

Basics of Estate Planning

Course

This program will cover all of the basics of estate planning. We will start with a working definition of estate planning, and proceed to discuss the basic estate planning documents, trusts and their uses and more.

All Courses, Areas of Professional Practice

Business Entities – Non-Tax and Tax Differences

Course

In this program we will discuss the tax and non-tax differences among the most common types of business entities.

All Courses, Areas of Professional Practice

Corporate Transparency Act

Course

This program will provide an overview of the Corporate Transparency Act, a new reporting requirement for small businesses that is part of the Anti-Money Laundering Act of 2020.

All Courses, Areas of Professional Practice

Cryptocurrency: New Developments in Crypto Taxation

Course

This program will discuss recent developments in the taxation and legal treatment of issues related to digital assets.

All Courses, Areas of Professional Practice

Exempt Organizations Tax Controversy Basics

Course

This course will explain the key issues that arise in representing exempt organizations in tax controversy matters.

All Courses, Areas of Professional Practice

Helping Clients Come Into Tax Compliance: (Part I of II) Non-filers

Course

This program will discuss the consequences of not timely filing returns, including civil and criminal penalties, and how to assist clients in coming into compliance.

All Courses, Areas of Professional Practice

Helping Clients Come into Tax Compliance: Part II - Voluntary Disclosure, Streamlined Procedures, and Other Methods of Correcting Past Mistakes

Course

This program will discuss how to assist clients in correcting past tax non-compliance, including qualified amended returns, voluntary disclosures, and the IRS’s streamlined offshore compliance procedures.

All Courses, Areas of Professional Practice

Introduction to the Legal Method

Course

This CLE will provide an introduction to “the legal method,” with special attention to the evolution of common law, the main sources of law in the United States, and the basic elements of legal research and writing.

All Courses, Areas of Professional Practice

Introduction to New York City Government Procurement Law

Course

The program will introduce the principles of law that apply to New York City government’s procurement of goods, services, and construction by reviewing relevant provisions of New York State General Municipal Law and more.

All Courses, Areas of Professional Practice

Introduction to SEC Enforcement and Defense

Course

This course will provide attorneys and others an introductory overview of the SEC’s Division of Enforcement, the primary statutes and regulations it and the SEC enforce and the typical Enforcement investigation and litigation.

All Courses, Areas of Professional Practice

Introduction to SEC Enforcement and Defense - Statutes and Regulations

Course

This course will provide attorneys and others an introductory overview of the primary statutes the SEC enforces and some of the current topics and issues confronting the SEC’s Enforcement program.

All Courses, Areas of Professional Practice

Introduction to the U.S. Securities and Exchange

Course

This course will provide attorneys and others an introductory overview of the structure, mission, and jurisdiction of the SEC.

All Courses, Areas of Professional Practice

Overview of Estate Administration

Course

This program will cover all of the basics of estate administration. We will start with an overview of the entire administration process and proceed to discuss in greater detail (1) how to have an executor or administrator appointed; (2) how to identi

All Courses, Areas of Professional Practice

Overview of Innocent Spouse Relief

Course

This program will provide a general overview of innocent spouse relief and offer a corresponding case study. Discussion will center on the history of innocent spouse relief and the three main avenues for relief under the provision.

All Courses, Areas of Professional Practice

Security and Confidentiality

Course

This course is designed to equip legal professionals with an understanding of the professional conduct rules and practices that protect client information and prevent the abuse of access to sensitive information.

All Courses, Areas of Professional Practice

Standard Provisions in Contracts Explained

Course

This presentation will address commonly used contract clauses. Participants will learn about the clauses and discover how to use them most effectively.

All Courses, Areas of Professional Practice

The ABCs of ERC Enforcement

Course

This program will explain what the ERC is, address how and why it evolved to become one of the IRS’s most urgent enforcement areas, and what to expect in this area in the near future.

All Courses, Areas of Professional Practice

The State of IRS Whistleblower Law

Course

This course will cover the general parameters of the tax whistleblower law, matters to consider when preparing a whistleblower submission, and the procedures for appealing an adverse award determination by the IRS Whistleblower Office.