Advanced Knowledge
for Attorneys and CPAs

May 13, 2025 Today

• Responding to Insurance Investigations
• PFIC Testing: Gross Income and Asset Tests
• Beneficiary Deemed Owner Trusts Under IRC 678(a)(1)
• Controlled Group Liability and Successor Employer Rules
• Puerto Rico Act 60 Tax Exemptions: IRS Examination and Audits
• Complexities of Builder's Risk Insurance Claims
• City and County of San Francisco v. EPA

May 14, 2025 Tomorrow

• Private Equity Waterfall and Carried Interest Provisions
• Commercial Lease Restructuring and Forbearance Agreements
• Traumatic Brain Injury Claims
• Critical Elections for Trust, Gift, and Estate Returns
• Foreign Agents Registration Act: New Enforcement Priorities
• Employment Issues in M&A
• Donor Advised Funds, Private Foundations, Gift Annuities
• Secured Lending to Foreign Borrowers: UCC Perfection
• Zero Cash Flow Net Leased Property
• Assigning and Acquiring Contracts in M&A Deals
• EU Design Law Changes
• IP Due Diligence in M&A

May 15, 2025 in 2 days

• New Science of Trial Advocacy: Strategies for Surprising, Disarming, and Persuading
• Stark Law, AKS, and Healthcare M&A
• SALT Developments in Western States
• Drafting and Responding to Contention Interrogatories
• Tax Considerations for Renewable Energy Transactions
• Taxation of Non-U.S. Investment in U.S. Private Credit Funds
• Drafting Guaranties and Nonrecourse Carveouts in Commercial Finance

May 16, 2025 in 3 days

• Determining U.S. Shareholder and CFC Status
• Complex Waterfall Structures

May 19, 2025 in 6 days

• Recent NAR Settlement Impact on Cooperative Compensation in Residential Real Estate
• AdTech and Data Privacy Risks
• Advanced Estate Planning for Large Estates

May 20, 2025 in 7 days

• Securities Law 101
• Latest Developments With SOFR
• Drafting Shareholder Agreements for Private Equity M&A Deals
• Navigating IRS Scrutiny of R&D Tax Credits
• Defending Trucking Cases: Preventing Misuse of the CDL Manual
• Tax Issues for Auto Dealerships
• Price Structuring in Construction Contracts
• ERISA Compliance and Tobacco Cessation Wellness Programs

May 21, 2025 in 8 days

• Telehealth Prescribing of Controlled Substances
• New Immigration Initiatives Impacting Employers

May 22, 2025 in 9 days

• ASU 2023-09 & ASC 740: New Income Tax Disclosures
• Federal and State Tax Residency Issues
• Ethical Issues in Employment Litigation
• New CMS 60-Day Rule Revisions: Key Changes
• Group Health Plan Coverage for Small Employers
• Privileged Material in Audits and Investigations
• Curing Title Defects Under the 2021 ALTA Owner's and Loan Policies
• Final Section 2801 Regs: Covered Gifts and Bequests
• Double-Dip Credit Structures

May 23, 2025 in 10 days

• Identifying and Repairing Form 709 Gift Tax and GST Return Reporting Errors