Advanced Knowledge
for Attorneys and CPAs

December 11, 2023 in 1 day

• SAS 145: Assessing Risks of Material Misstatement
• Countering Reptile Theory in Jury Selection

December 12, 2023 in 3 days

• Performing Multistate Nexus Reviews
• Corporate Officer and Director Liability: Trend Toward Increased Exposure
• Discretionary Trust Distributions of Principal and Income
• Form 1116 Foreign Tax Credits for Individuals
• Executive Employment Agreements and Change in Control Arrangements
• Development Agreements: Contracting for Vested Rights
• IP Rights and Infringement With Podcasts and Livestreaming
• Automatic Renewal Terms: Enhanced FTC and State Scrutiny
• EEOC Proposed Enforcement Guidance on Workplace Harassment
• Tax Issues for Software and SaaS Manufacturers
• Crowdfunding for Startups and Emerging Companies
• Water Damage Insurance Claims: Issues for Policyholders
• Structuring Hospital Acquisitions of Physician Practices

December 13, 2023 in 4 days

• Construction Delay Damages Claims
• Embedding Photos and Videos From Social Media and Copyright Infringement
• Avoiding Corporate Successor Liability in Asset Purchases
• Structuring Complex Easement Agreements
• Restructuring Franchise Businesses in Chapter 11
• EU Climate Initiatives Impacting Non-EU Companies
• IRS Challenges to Foreign Gifts Received
• Real Estate Gifting and Trust Transfers in Medicaid Planning
• Opinions of Counsel in Lending Transactions

December 14, 2023 in 5 days

• Battery Energy Storage Systems
• Domicile and Tax Residency for Business Owners
• Social Media and Collaborative App Evidence
• Defending Corporate Designee in Products Case Deposition
• Striking Class Allegations Pre-Certification
• Structuring Umbrella Credit Facilities in Fund Finance
• Corporate Practice of Medicine and Fee-Splitting
• Inducement to Infringe in Hatch-Waxman Litigation
• Traumatic Brain Injuries: Demonstrating or Disputing the Existence
• Drafting Real Property Joint Ownership Agreements
• Navigating the IRS Independent Office of Appeals
• ERISA Group Health Plan Fees and Expenses: New Challenges
• New SEC Beneficial Ownership Reporting Rules
• Managing and Litigating First and Third-Party Bad Faith Claims

December 18, 2023 in 9 days

• IRC 831(b) Micro-Captives
• Family Office Tax Update
• SAFEs for Startup Financing: Benefits, Risks, Processes
• Negotiating Key Terms in AI Vendor Contracts and Conducting Due Diligence
• Tax Research Techniques
• Corporate Transparency Act's Impact on Real Estate
• Means-Plus-Function Patent Claims: Anticipating the Outcome of Xencor

December 19, 2023 in 10 days

• Performing Due Diligence for Mergers and Acquisitions
• Tax Considerations for Foreign Rental Property
• Bad Faith Claims When Verdicts Exceed Policy Limits
• Registering Trademarks: Overcoming Descriptive, Geographic, and Surname Refusals
• Revising Master Service Agreements
• Structuring Preferred Equity Investments in Real Estate Ventures
• Dental Practice Mergers, Acquisitions, Divestitures
• Tax and Estate Planning With SLATs, GRATs, IDGTs
• Summary Judgment Evidence
• Chapter 11: Options for Reinstating Accelerated Debt
• Monetizing Energy-Related Federal Tax Credits
• Structuring Uptier and Drop-Down Financing Transactions

December 20, 2023 in 11 days

• Form 5471 Schedules J, P, H, E
• Design Patents: Meeting Obviousness and Novelty Requirements
• ChatGPT and Creating AI Corporate Policies
• Establishing Institutional Liability for Sexual Abuse
• Renewable Energy Projects & Site Control
• New Paid Sick Leave and PTO Laws for the New Year
• Medical Record Falsification in Nursing Home Cases
• IP Assignment Strategies and New State Protections

December 21, 2023 in 12 days

• Determining Basis for Partners and Shareholders
• Finance Transactions: Structuring Legal Opinions for Amendments, Joinders, New Collateral
• Equity Rollovers in M&A
• Insurer's Duty to Defend Pre-Suit Demands