Advanced Knowledge
for Attorneys and CPAs

October 18, 2021 Today

• Form 3520: Reporting Foreign Trust Activities on U.S. Beneficiaries' Returns
• Tax Reporting Mechanics of Trust Decanting

October 19, 2021 Tomorrow

• Navigating USPTO Examiner Count System
• Estate Planning With Grantor Trusts
• Additional Insured Endorsements: How They Modify Coverage
• Healthcare Acquired Infections in Nursing Homes and Hospitals:
• Shareholder Engagement for Public Companies
• On-Premise Software Licensing vs. Cloud Computing
• Tax Issues for Airplane Purchases: Planning Strategies, Tax Reform Changes
• Trademark Licensing: Key Provisions, Practical Considerations
• Subordination, Non-Disturbance and Attornment Agreements

October 20, 2021 in 2 days

• Medical and Recreational Cannabis in Senior Care Facilities
• Hybrid FLSA Collective Actions and State Wage and Hour Class Actions
• Cramdown of Subordination Rights After In re Tribune
• FRE 404(b) Evidence in Personal Injury Cases
• Conducting Effective Internal Investigations for Export Violations
• Managing Patent Infringement Risk in Product Development

October 21, 2021 in 3 days

• 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 8 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 9 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 10 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