Advanced Knowledge
for Attorneys and CPAs

October 4, 2022 in 4 days

• Reg A and Reg D: Evolving Securities Exemptions
• Employment Claims Under the Labor Code Private Attorneys General Act
• Limiting Liability in Business Agreements
• Managing Missing Plan Participants
• Default Interest, Late Fees, and Prepayment Premiums
• Defending Against Citizen Suits Under Environmental Laws
• Beneficiary Deemed Owner Trusts Under IRC 678(a)(1)
• EPC vs. EPCM in Construction Projects: Limiting Costs, Assessing Risks
• Members as Employees of LLCs
• Form 8854 Exit Tax Calculations and Reporting
• Partnership and LLC Bankruptcies
• Blockchain Applications in Real Estate Finance
• Additional Insured Endorsements: How They Modify Coverage
• Using IP as Collateral: Value and Risk Considerations

October 5, 2022 in 5 days

• International Private Client Issues for Non-U.S. Residents
• Structuring Spin-Offs: Reverse Morris Trusts, Section 355

October 6, 2022 in 6 days

• Rule 23(c)(4) Issue Certification
• Fiduciary Compliance in ESOP Transactions
• Overpayment Recoveries by Health Insurers
• Tax Treatment of Airplane Purchases
• Transferring Patent Ownership
• Resolving ERISA Liens and Reimbursement Claims in Personal Injury
• Multiple Points of Use: State Sales Tax Exemptions and Refunds
• Medicaid Recipient Issues When the Community Spouse Dies First

October 11, 2022 in 11 days

• Structuring Trust Protector Provisions
• Structuring LLC Operating Agreements
• Handling Cannabis Tax Examinations: Sec. 280E, Audits, IRS Guidance
• Changes to AIA Contract Documents
• Finance Transactions: Structuring Legal Opinions for Amendments, Joinders, New Collateral
• Children With Foreign Accounts
• Preventing, Mitigating, and Defending Cargo Loss Claims
• Construction Finance Modifications and Workouts
• Attorney-Client Privilege and Dual-Purpose Advice
• University Technology Transfer and Licensing Agreements
• Exclusive Contracts Between Hospitals and Physicians
• Navigating Voluntary Disclosures Under New EPA/OIG Guidance

October 12, 2022 in 12 days

• M&A Earnouts and Economic Uncertainty
• Drafting Notice Clauses: Physical vs. Virtual Delivery
• Reptile Antidote Strategies: Excluding Inflammatory, Improper Information
• U.S. Golden Parachute Rules in Cross-Border Transactions
• Qualified Opportunity Zone Investments for Family Offices
• One Insured, Multiple Insurers, Multiple Lawsuits

October 13, 2022 in 13 days

• ESOP Transactions in Estate Planning
• Commercial Office and Retail Leasing
• Patent Eligibility, Duty to Disclose: USPTO MPEP Guidance
• Mitigating Mass Arbitration
• Due Diligence for Compensation Compliance