Advanced Knowledge
for Attorneys and CPAs

October 21, 2021 Today

• Structuring and Documenting Subscription Facilities
• Basis Calculations for Partnerships and LLCs
• Litigating Breach of Fiduciary Duty Claims Regarding Closely Held Entities
• Form 990 Schedule A: Protecting Public Charity Status, IRC 509 Public Support Test
• Tax Issues Facing Homeowners' Associations
• Responding to Internet Defamation and Demanding Website Removal
• U.S.-India Tax Planning: Reporting, Compliance
• Advising HOA Boards After Surfside: Inspection, Review

October 26, 2021 in 5 days

• Interest Deduction Limitations Under Section 163(j)
• Mastering the Art of Persuasive Appellate Briefs
• Corporate Venture Capital: Structuring Concerns
• Construction Lending and Title Insurance
• Drafting IRA Beneficiary "See-Through" Trust Provisions
• Contract Drafting Essentials
• U.S. Taxation of VISA Holders
• New EPA Compliance Audit Guidance: New Owner
• Maximizing Retirement Plan Contributions for Business Owners
• Adoption of Pharmaceutical Trademarks for Approval

October 27, 2021 in 6 days

• Equity Rollovers in M&A
• Colossus, Xactimate, AI, and Other Insurance Adjustment Software
• Employment Litigation and Claim Settlements
• Powers of Appointment in Trusts and Estates
• Business vs Nonbusiness Income: Allocate or Apportion
• Markush Claims in Patent Prosecution
• Reducing Patient Leakage by Directing Physician Referrals

October 28, 2021 in 7 days

• Litigating Trade Secret Misappropriation Claims
• Physicians Incentives After Stark Law and AKS Changes
• Recent CERCLA Decisions: Complexities of Contribution
• Taxation of Foreign Pensions: Application of IRC 402(b)
• Defending Work-Product Status and Attorney-Client Privilege of Forensic Reports
• LLCs and S Corps: Mitigating Self-Employment Tax
• Curing Title Defects Under the 2021 Revised ALTA
• Enforceability of Intercreditor Agreements in Bankruptcy
• Lawyer-Created Class Actions: Defeat, Dismiss, Defend

November 2, 2021 in 12 days

• Warehouse Lines of Credit
• Renewable Energy Projects: Negotiating PPAs
• Pollution Exclusions in CGL Policies
• Employee-Created Intellectual Property
• Form 1042-S: Withholding on Foreign Person's U.S. Income
• Relief for Late S Corporation Elections
• Drafting Software Reseller and Distributor Agreements
• Tax Considerations in Trust Terminations, Modifications, and Decanting
• Patent Protection and Bypass Continuation Applications

November 3, 2021 in 13 days

• Hotel Management Agreements
• Modifying AIA Contract Documents
• Employee Benefits and Executive Comp Reps, Warranties
• Trusts and Situs After Kaestner
• Medical Staff Bylaws: Pandemic and Compliance Update
• Implementing ASC 842 New Lease Accounting Standards
• Return to the Workplace Employment Policies
• Right-Sizing M&A Documentation for Smaller Deals