Advanced Knowledge
for Attorneys and CPAs

September 26, 2023 Today

• Domestic Asset Protection Trusts: Key Income and Transfer Tax
• Preparing Schedules K-2 and K-3
• Patent Asset Transfers: Tax Implications
• Tax Planning Strategies for S Corporation Mergers and Acquisitions
• Proposed UCC Amendments for Cryptocurrencies, NFTs
• Insurance Bad Faith and Deviation From Industry Standards
• Negotiating Key Terms in AI Vendor Contracts and Conducting Due Diligence
• Hotel Franchise Agreements and Comfort Letters
• Special Needs Trust Distribution Planning
• FTC Endorsement Guides and Proposed Rule on Reviews and Disclosures
• Defined Benefit Pension Plans: Freezing, Trimming, or Terminating

September 27, 2023 Tomorrow

• Trade or Business Determinations
• EAR Violations: Incentivized Self-Disclosure
• Export Control and Anti-Discrimination Laws
• Handling Child Sexual Abuse Allegations in Custody Disputes

September 28, 2023 in 2 days

• Protecting Artificial Intelligence Under Copyright Law
• Assisted Living Litigation
• Foreign Entity Selection and Taxation
• Drafting Valuation Provisions for Closely Held Businesses
• Defending Freight Brokers and Transportation Intermediaries
• Commercial Lease Assignments and Subleases in a Volatile Market
• Reversing Tax Sales and Lease Terminations in Bankruptcy
• Retirement Plan Distributions Under SECURE 2.0

September 29, 2023 in 3 days

• Restaurant Taxation: Calculating Tips and FICA Tip Credit; Food Donations

October 2, 2023 in 6 days

• GILTI Calculations for Individual CFC Shareholders
• Section 754 Elections on Form 1065

October 3, 2023 in 7 days

• Patent Infringement Letters
• ASC 842 Lease Accounting Standards
• Environmental Insurance Coverage Under CGL, Property, and D&O Policies
• Corporate Venture Capital in Startups
• Fair Use and IP Infringement on Social Media
• Gross, Modified Gross, and Net Commercial Leases
• Malta Retirement Plans: IRS Proposed Regulations
• Tax Planning for Venture Capital Investments
• Marital Deduction Planning and Portability

October 4, 2023 in 8 days

• Appealing IRS Penalty Abatement Denials
• Swap Documentation in Real Estate Finance Transactions
• Utility-Related Injuries and Fatalities
• Employer DEI Initiatives: Students for Fair Admissions
• Shareholder Activism in M&A: Preparing for Activist Attacks
• Insurance Neutrality in Chapter 11 Plans

October 5, 2023 in 9 days

• GRATs in Estate Planning Under Current Tax Law
• Structuring Corporate PPAs for Renewable Energy
• Advanced Income Tax Apportionment Issues
• Mezzanine Foreclosure in Real Estate Finance
• Private Equity Compliance With ERISA
• EU Guidelines for Patenting AI and ML Technologies
• Data Breach and Privacy Class Actions: New Lessons
• Healthcare M&A Transactions Under Heightened State and Federal Scrutiny