Advanced Knowledge
for Attorneys and CPAs

September 27, 2022 in 2 days

• Construction OCIP/CCIP Insurance Programs
• Tax Strategies for Advising Retirees
• Electronic Spying and Tracking Spouses in Divorce Cases
• Supply Chain Agreements: Consequential Damage Disclaimers, Indemnity
• Pre-Immigration Estate and Gift Tax Planning
• Form 5471 Attribution Rules
• Farm and Agribusiness Purchase and Sale Transactions
• Agency Regulation After West Virginia v. EPA
• AICPA Peer Review Program Compliance
• Adding NFTs to an IP Portfolio: Risks, Rewards

September 28, 2022 in 3 days

• Ransomware, Cyber Insurance, and the GC's Role
• Clearing Title for Defects Due to Easements
• Telemental Health Services
• Summary Judgment Motions in Wage and Hour Class Actions
• Capital Accounts: 704(b) vs. GAAP vs. Tax Basis
• Avoiding Gift and Estate Audit Triggers
• Billboard and Digital Sign Regulation
• M&A Post-Closing Claims for Breaches of Reps and Warranties
• Establishing Institutional Liability for Sexual Abuse
• Digital Assets, Cryptocurrency, and NFTs in Bankruptcy
• Tax Planning Strategies for S Corporation Mergers and Acquisitions
• Establishing Tax-Qualified Retirement Plans

September 29, 2022 in 4 days

• Tax Issues for Airplane Purchases: Planning Strategies
• 401(k) and 403(b) Plan Litigation: Recent Cases, Investment Offerings
• UCC Security Interests in Payment Intangibles
• Noncompete and No-Poach Agreements in Healthcare
• Insurer's Duties to Excess Carrier and Bad Faith
• Employment Law in the Metaverse
• Estate Planning for Mineral Rights and Royalties

October 4, 2022 in 9 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 10 days

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

October 6, 2022 in 11 days

• Rule 23(c)(4) Issue Certification
• Fiduciary Compliance in ESOP Transactions
• Overpayment Recoveries by Health Insurers
• Privilege Objections to Discovery
• 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