Advanced Knowledge
for Attorneys and CPAs

May 21, 2025 Today

• Telehealth Prescribing of Controlled Substances
• New Immigration Initiatives Impacting Employers

May 22, 2025 Tomorrow

• ASU 2023-09 & ASC 740: New Income Tax Disclosures
• Federal and State Tax Residency Issues
• Ethical Issues in Employment Litigation
• New CMS 60-Day Rule Revisions: Key Changes
• Group Health Plan Coverage for Small Employers
• Privileged Material in Audits and Investigations
• Curing Title Defects Under the 2021 ALTA Owner's and Loan Policies
• Final Section 2801 Regs: Covered Gifts and Bequests
• Double-Dip Credit Structures

May 23, 2025 in 2 days

• Identifying and Repairing Form 709 Gift Tax and GST Return Reporting Errors

May 27, 2025 in 6 days

• U.S. Tax Collections and Seizure of Foreign Assets
• Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities
• Bullying in the Legal Profession: Ethical Standards
• Functionality in Trade Dress Prosecution and Litigation
• Ethics in Estate Planning, Probate, and Trust Administration

May 28, 2025 in 7 days

• Structuring Defined Value Clauses in Trust Transfers
• Make-Whole and No-Call Provisions in Bankruptcy
• Autonomous Systems Technology in Trucking: Litigation Challenges
• Structuring Financial Covenants in Loan Documents

May 29, 2025 in 8 days

• IRS Foreign Tax Credit Regulations and Recent Guidance
• Exercising Remedies After a Default: Forbearance Agreements
• Marital Deduction Planning and Portability
• Multiemployer Pension Plan Withdrawal
• Enforceable Contracts in the Cannabis Industry
• Ireland as a Destination for U.S. and UK Taxpayers
• NAV Financing in Private Equity
• Navigating Eminent Domain Proceedings
• Gun-Jumping Violations in M&A
• State Antitrust Laws and M&A: Increased Scrutiny
• Complexities of Mild Traumatic Brain Injuries
• Comparative Advertising: Avoiding Trademark Infringement
• Banking and Financial Services Litigation: Trends
• Machine Learning and Patent Eligibility

May 30, 2025 in 9 days

• Insurance Defense Costs: Allocation in Mixed Actions
• Relief for Late S Corporation Elections
• State Individual Income Taxes on Nonresidents

June 2, 2025 in 12 days

• Accounting Methods: Technical Overview

June 3, 2025 in 13 days

• Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits
• Tax Issues in Inbound and Outbound Transactions
• 401(k) Plan Nondiscrimination Testing
• Grandparent and Nonparent Custody and Visitation
• Convertible Debt vs. Priced Equity Rounds
• CERCLA Liability and Reopened Superfund Sites
• Demonstrating Use in Commerce for Trademark Registration
• Avoiding Trust and Estate Probate Challenges
• Real Estate Secondary Transactions
• The ACA and the New Administration
• Insurance Bad Faith Litigation: Resisting Protective Orders
• Rideshare Arbitration Clauses and Passenger Rights