This webinar will discuss the key considerations when categorizing the purchase price of property by asset type. Our panel of income tax experts will review the types of gains, discuss methods for determining the fair market value of assets acquired or sold, and provide examples of purchase price al... Read More

This course will discuss how state and local tax laws apply to foreign investment and ownership by United States businesses and individuals, with attention to the Tax Cuts and Jobs Act's repatriation tax, tax haven legislation, add-back statutes, apportionment, and constitutional limitations. It al... Read More

This webinar will review the components of IC-DISC and FDII tax saving regimes, including eligibility and filing requirements, and identify situations where a business qualifies for both tax incentives. Read More

This CLE/CPE webinar will provide tax counsel and advisers with an in-depth analysis of key tax considerations and related issues for real estate investment trusts (REITs). The panel will focus on the tax treatment of REITs, including their structure, organizational and operational limitations, and... Read More

This CLE/CPE webinar will cover the key tax and non-tax issues for existing investors, new money, and third-party financing sources in using rescue capital to stabilize and recalibrate existing real estate vehicles whose capital structures and financing remain in distress. Topics include (1) issues... Read More

This webinar will provide tax advisers and professionals with tools and practical knowledge to reconcile complex Schedule K-1s for publicly traded partnerships (PTPs) and master limited partnerships (MLPs), using sample K-1 information from complex oil and gas partnership footnotes and disclosures a... Read More

This webinar will analyze state rules for taxing partnership interest sales and explain the application of these diverse guidelines for multistate companies and their advisers. Our panel of SALT experts will explain how to identify who is selling the partnership, review business vs. nonbusiness inco... Read More

This webinar will analyze several celebrities' estate plans and highlight the positive and negative aspects of these plans. Our panel of wealth strategists will offer legacy planning advice for high net worth individuals utilizing these examples. Read More

This webinar will analyze the most recent and relevant court cases affecting international taxpayers. Our panel of foreign tax veterans will detail the status of recent and notable cases and offer insights for handling common international tax and compliance problems. Read More

This course will offer tax advisers and professionals a practical guide to the rules governing IRC Section 1202 qualified small business stock (QSBS) owned by pass-through entities. The webinar will detail the gain exclusion rules of Section 1202 and the types of business entities that qualify as QS... Read More

This course will identify specific tax issues surrounding the sale of a foreign entity. Our panel of foreign tax veterans will explain steps that taxpayers can take to lessen the taxes paid when selling stock or assets held overseas, including critical elections. The panel will also review required,... Read More

This course will provide a practical guide to completing Form 1116 to claim foreign tax credits (FTCs) in the aftermath of recently released regulations and considering the addition of the new Schedules K-2 and K3 for pass-through entities. The panel will outline which foreign taxes are eligible for... Read More

This CLE/CPE course will provide tax counsel and compliance professionals guidance on U.S. tax rules, reporting requirements, and available tax planning mechanisms for foreign individuals and businesses. The panel will offer approaches for determining taxpayer classification and engaging in U.S. tra... Read More

This course will provide trust and estate advisers who work with high net worth individuals and partnerships with a thorough review of family-controlled entities and valuation discounts. The speakers will discuss the current landscape of family entity structures; valuation discounts for lack of mark... Read More

This webinar will review penalty abatement laws and procedures and describe the best actions to take in specific circumstances. Our panel of accomplished attorneys will discuss many methods available to abate IRS penalties. They will also describe best practices for building a case that will withsta... Read More

This webinar will review the fluid list of jurisdictional taxes commonly imposed on multistate taxpayers by local taxing authorities. Our panel of indirect tax experts will address various types of indirect taxes and fees, examine local nexus guidelines, and offer advice for managing companies' chal... Read More

This course will provide partnership tax advisers with practical guidance on the tax ramifications of structuring the sale of a partnership or LLC entity as an asset sale vs. a sale of partnership interests. The panel will detail basis adjustments and available elections, describe the reporting and... Read More

This CLE/CPE webinar will provide attorneys and tax professionals an in-depth analysis of the tax treatment and challenges of a simple agreement for future equity (SAFE) and convertible debt. The panel will discuss the typical structures of SAFEs and convertible debt, critical tax considerations for... Read More

This webinar will take a fresh look at the tangible property regulations (TPRs), including the related safe harbors, partial dispositions, recommended expensing policies, and recent legislative changes to the initial rules. Our panel will provide case studies of common scenarios to provide insights... Read More

This CLE/CPE course will provide tax counsel an in-depth analysis of Section 1202 eligibility requirements for qualified small business stock (QSBS) to eliminate or reduce taxation of capital gains. Our panel will discuss the corporate requirements, shareholder requirements, and the substantial tax... Read More

This CLE/CPE webinar will provide estate planning counsel and fiduciary advisers with an advanced practical guide to step-up in basis and capital gains strategies to minimize income tax on estate and trust assets. The panel will discuss advanced strategies for achieving income tax basis step-up unde... Read More

This course will examine how non-U.S. individuals can avoid residency status for U.S. income tax purposes by establishing a closer connection to a foreign country or by utilizing the treaty tie-breaker provision of an income tax treaty the United States has entered into with another country. Our sea... Read More

This course will walk tax practitioners through reviewing Form 1065, U.S. Return of Partnership Income Tax Return, and its related schedules. Our partnership experts will cover recent changes to the form and schedules, common M-1 adjustments, properly reporting liabilities, key elections, and new co... Read More

This CLE/CPE course will guide tax counsel and advisers on the implications and potential opportunities for U.S. persons owning foreign corporations under recent IRS guidance and current tax law. The panel will discuss key tax provisions and regulations causing compliance issues for U.S. taxpayers,... Read More

This webinar will explain the fundamentals of business succession planning. Our panel of notable federal tax attorneys will cover strategies, including implementing buy-sell agreements, equity grants, and providing profit interests to facilitate these transfers. Read More

This webinar will provide hands-on examples of reporting the generating-skipping transfer tax (GSTT) on IRS Forms 706 and 709 for transfers to skip persons and indirect skip persons, such as trusts. Our trust and estate expert will guide trust and estate professionals through automatic allocations,... Read More

This course will provide nonprofit tax professionals and advisers with a practical guide to various states' rules governing unrelated business income tax, which U.S.-based tax-exempt organizations must pay on unrelated business taxable income (UBTI). The webinar will focus on the standards and guide... Read More

This CLE/CPE webinar will provide estate planners with a thorough and practical guide to structuring private foundations as a component of an integrated estate plan. The panel will describe the federal income tax treatment of private foundations, detail operational requirements for maintaining a fou... Read More

This CLE/CPE webinar will provide tax counsel and advisers a critical analysis of FBAR investigations, procedures, and litigation. The panel will discuss key compliance traps for foreign asset reporting, recent IRS guidance and relief for certain taxpayers, and new cases with issues of first impress... Read More

This course will provide a practical explanation of completing Form 1120-F, U.S. Income Tax Return of a Foreign Corporation. Our experts will explain how to properly prepare this onerous form, including who is required to file, filing protective returns, and issues for consideration with respect to... Read More

This webinar will outline the advantages and risks of making an IRC Section 83(b) election. Our panel of federal income taxation professionals will point out scenarios when the election is advantageous, the caveats of making the election that a service provider must consider, and review the steps fo... Read More

This webinar will explain how QTIP trusts are utilized in estate plans. Our panel of trust and estate strategists will review the implications of the Anenberg and McDougall decisions for estates, point out when a QTIP election should be made on an estate return, and discuss the interaction of QTIP p... Read More

This CLE/CPE webinar will guide attorneys and tax professionals on key tax considerations when structuring earnouts in M&A transactions for buyers and sellers. The panel will discuss key provisions when structuring earnouts, the tax and accounting issues for all parties involved, and best practices... Read More

This webinar will walk international tax advisers through the multifaceted process of identifying foreign trusts. Our panel of global tax attorneys will explain the court and control tests, distinguish between grantor and non-grantor trusts, and discuss the income tax consequences of foreign trusts... Read More

This webinar will cover 2025 tax legislation and its impact on individual income tax. Our federal tax expert will discuss the recent tax bill and provide planning suggestions incorporating the most recent changes and additions for taxpayers and their advisers. Read More

This course will guide international tax professionals through preparing and calculating amounts for reporting on Forms 8992 and 8993 for GILTI (global intangible low-taxed income) and FDII (foreign derived intangible income). The panelist will discuss the concepts behind the numbers, recent changes... Read More

This CLE/CPE webinar will provide tax counsel and advisers guidance on best practices in handling federal tax refund litigation matters. The program will discuss the impact of recent tax cases, navigating administrative procedures and prerequisites for filing suit, common challenges, district court... Read More

This webinar will walk tax practitioners through the reporting responsibilities for administrative adjustment requests (AARs) and explain when an AAR is required or should be considered. Our panel of partnership and procedure professionals will address the initial determination of whether an AAR is... Read More

This CLE/CPE course will provide tax counsel and advisers with the guidance necessary to correctly implement targeted partnership tax allocations. The panel will explain the complex requirements of IRC 704(b) and provide best practices for maximizing the tax benefits of targeting partnership allocat... Read More

This webinar will review the essential factors foreign businesses should consider before locating in the U.S. Our panel of global tax structuring experts will point out immigration issues in M&A transactions, discuss viable pathways for foreign personnel transferring to the U.S., and review the resi... Read More

This CLE/CPE course will provide employee benefits counsel with an overview of structuring equity compensation arrangements for executives of nonprofit organizations. The panel will discuss important tax considerations that are unique to non-profits, including intermediate sanctions, special tax rul... Read More

This course will guide practitioners through reporting of more complicated gifts, including examples of how gratuitous transfers made under common estate planning strategies should be reported and disclosed on Form 709. Our expert panel will discuss in detail the reporting of gifting to GRATs, Crumm... Read More

This course will compare and contrast the elections to treat stock purchases as asset purchases for federal income tax purposes under Sections 336(e), 338(h)(10), and 338(g). Our panel of merger and acquisition experts will explain the tax considerations of making each election, eligibility, and the... Read More

This CLE/CPE webinar will provide tax counsel and advisers with a review of the application and impact of the new tax bill on pass-through entities. The panel will discuss new tax law changes impacting pass-through entities and provide tax planning strategies to optimize tax benefits and avoid pitfa... Read More

This webinar will explain when a partner is eligible to deduct expenses paid personally on an individual income tax return, review the latest rules concerning the deductibility of common business expenses--including travel, meals, and in-home office--and examine critical differences in deducting exp... Read More

This CLE/CPE course will provide tax counsel and advisers with a detailed analysis of the tax implications of equity compensation grants in partnerships and LLCs. The panel will discuss profit versus capital interests, phantom equity, the application of Section 83, carried interest, and best tax pla... Read More

This course will provide tax advisers and professionals with a sound foundation for identifying foreign tax and asset information requirements for outbound transactions. The webinar will identify reporting requirements, explain outbound filing duties, and detail the intersection between information... Read More

This webinar will take a look at how artificial intelligence (AI) is changing the audit process. Our panel of financial reporting veterans will address how accounting and auditing professionals can use current technology to increase the accuracy of financial statement examinations and expedite the p... Read More

This webinar will address steps businesses can take to limit and remedy state tax noncompliance. Our panel of state and local tax experts will cover nexus standards in specific states, evaluating exposure for multistate companies and actions businesses can take to become compliant, including filing... Read More

This webinar will walk tax practitioners through the process of calculating outside basis for partners, members, and shareholders of pass-through entities. Our panel of federal taxation experts will point out the differences between S corporation and partnership calculations, discuss IRS audit flags... Read More

This course will provide tax advisers with a thorough and practical guide to completing Form 5472, focusing on the impact of IRS regulations requiring 5472 reporting by disregarded entities (DREs) with foreign owners. The panel will provide line-by-line guidance on completing the form, define comple... Read More

This course will explain methods available to swap assets held in partnerships, including methods that combine eligibility for Section 1031 treatment. Our panel of partnership tax experts will explain drop and swap, swap and drop, and mixing bowl strategies available to partners that allow for an ex... Read More

This CLE/CPE course will outline guidance to tax attorneys and advisers on the applicable tax rules and key considerations for business aircraft purchases and ownership. The panel will discuss available planning options for purchases and ownership, reduced or eliminated tax deductions, and opportuni... Read More

This course will provide accounting and tax professionals with a review of tax considerations involved with purchasing and selling a partnership or LLC interest. The panel will address the allocation of income gains and losses and discuss tax implications on both the buy and sell sides. Read More

This course will provide tax advisers and professionals with a detailed and practical guide to critical state tax issues and trends impacting partners owning shares of multistate partnerships. The panel will discuss critical questions such as whether the character of pass-through income is determine... Read More

This webinar will take a comprehensive look at charitable remainder trusts (CRTs) as a means to reduce estate and income taxes paid by taxpayers. Our notable panel will explain which taxpayers are ideal candidates for CRTs, the calculation of the remainder interest and annual payouts, differences in... Read More

This CLE/CPE webinar will provide tax counsel with a thorough and practical guide to utilizing a Section 336(e) step-up election in the acquisition of a target corporation. The panel will contrast the 336(e) election with 338(h)(10) treatment, outline the requirements for qualification, and detail t... Read More

This course will provide tax advisers and compliance professionals with an in-depth exploration of the fiduciary income calculations and determinations contained in the Uniform Principal and Income Act (UPIA). The panel will detail how to apply UPIA provisions to differentiate between corpus and inc... Read More

This webinar will review Form 1040, U.S. Individual Income Tax Return, and demonstrate how tax advisers can and should utilize the information provided and reported on a taxpayer's return to identify financial planning opportunities for taxpayers. Our Financial Planning Specialist will discuss the c... Read More

This webinar will address key tax issues that arise with the admission of a new partner into a partnership. Our panel of seasoned flow-through entity experts will explain the application of relative IRC provisions, including Section 704(c) allocations, Section 754 step-up elections, "hot assets" und... Read More

This course will discuss performing due diligence for state and local tax obligations for business purchases and sales. Our panel of income tax veterans will explain determining filing obligations in specific states, identifying unusual or unexpected state taxes, and how to protect both parties from... Read More

This CLE/CPE course will provide counsel and tax advisers with the tools necessary to navigate the rules regarding FBAR and available programs and planning methods in reporting offshore assets and assisting clients with developing programs that provide workable solutions. Read More

This CLE/CPE course will provide tax professionals with an in-depth analysis of key tax issues of equity rollover in mergers and acquisitions. The panel will discuss critical provisions and structuring considerations for equity rollovers in M&A transactions, tax-free mergers, holding company structu... Read More

This webinar will address common FBAR reporting errors and discuss how to remedy and avoid these. Our panel of tax controversy experts will identify accounts that must be included on the FBAR but are often overlooked and point out misunderstandings surrounding reporting thresholds and filing require... Read More

This webinar will review situations when partnership distributions create taxable income. The panelist will discuss distributions in excess of basis, disguised sales, and distributions of specific assets that result in taxable income to partners and members. Read More