This webinar will address key considerations trust and estate advisers should consider ahead of the sunset of the estate tax exemption in 2026. Our panel of estate planning and administration experts will provide concrete examples of estate planning strategies to circumvent and reduce transfer taxes... Read More

This CLE course will guide healthcare counsel in determining whether and when to include indemnification provisions in business associate agreements (BAAs). The panel will offer best practices for drafting and negotiating indemnification provisions. Read More

This CLE course will prepare trademark counsel to understand the different types of trademark confusion and meet the challenges of each. The panel will discuss applications of the likelihood-of-confusion standard and will review recent developments in trademark confusion. 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 CLE course will prepare counsel representing private equity funds and private equity professionals to meet the challenges under ERISA that apply to fund managers who are responsible for investing the assets of a fund that holds ERISA plan assets. The panel will particularly focus on the duty to... Read More

This CLE webinar will cover the patenting of AI-assisted inventions. The panel will examine the recently issued United States Patent and Trademark Office (USPTO) Guidance and what is expected for an AI-assisted invention to be patent eligible. The panel will discuss the inventorship analysis and wha... Read More

This CLE course will provide attorneys dealing with defaulted loans secured by personal property with a review of when an Article 9 foreclosure will maximize value for the secured creditor. The panel will discuss the Article 9 foreclosure process and outline best practices to address obstacles in Ar... Read More

This CLE webinar will guide employment counsel on drafting or revising employee handbooks. Many topics contained in employee handbooks--such as employee leave, discrimination, sexual harassment, technology and social media, company confidentiality, employee privacy, and whistleblower/retaliation pro... Read More

This CLE course will examine the game-changing role the fraud exception could play in private target M&A agreements, focusing on contouring limitations on indemnification and other remedies based on fraud claims. Read More

This CLE webinar will offer personal injury trial counsel tools to help prevent runaway verdicts in high-stakes cases. The panel will explore the challenges that jurors have in deciding damage awards, the non-evidentiary and extra-legal methods they use to award damages, and what new research says a... Read More

The CLE webinar will provide guidance to IP counsel on the implications of AI on the right of publicity. The panel will discuss protection at the state level and the lack of federal protection. The panel will also examine the court treatment and how to mitigate the risk to publicity rights. The pane... Read More

This CLE/CPE course will provide tax counsel and advisers with a detailed analysis of the qualified opportunity zone (QOZ) tax incentive mechanism provided under current tax law. The panel will discuss IRS regulations for investors, recent amendments, new markets tax credits, energy tax credits, and... Read More

This CLE/CPE webinar will provide tax professionals an in-depth analysis of the tax treatment of S corporation distributions and key planning techniques for shareholders. The panel will discuss key factors in determining the taxability of distributions of cash and property, shareholder loans, salary... Read More

This CLE webinar will provide attorneys instruction on the essential components of the myriad proposed and final Treasury Regulations and other key IRS guidance published over the past year to implement the energy tax credit changes made by the Inflation Reduction Act of 2022 (IRA), including regard... Read More

This CLE course will guide counsel in defining design patent claims. The panel will examine recent court treatment of claim construction issues and offer approaches for design patent claim construction and drafting. Read More

This CLE course will provide legal practitioners with practical advice about preparing true sale and non-consolidation legal opinion letters in securitizations and other structured finance transactions. The panel will review the common elements of these opinion letters, highlight the attendant risks... Read More

This CLE webinar will explore the risks in utilizing outside service providers as data processors. The panel will discuss the need for routine audits, assessments, and training, as well as provide tips on how contracts should address data protection requirements and standards, breaches, and indemnif... Read More

This CLE webinar will advise landlord and tenant counsel on drafting specific provisions of a commercial lease that are often ignored. The panel will address when and what to include in memoranda of a lease, aspects of utilizing a memorandum that can protect the tenant, and how a landlord can mitiga... Read More

This CLE webinar will examine how counsel may assist healthcare organizations with developing patient incentive programs to encourage patients to obtain necessary healthcare items and services or adhere to treatment plans while navigating the federal Anti-Kickback Statute (AKS) and Civil Monetary Pe... Read More

This CLE webinar will discuss the pitfalls and abuses of mass arbitration (especially in the privacy and consumer areas) and defense responses to high costs, and complications resulting from those responses. The panel will address best strategies and practices, including drafting techniques for clas... Read More

This CLE webinar will provide elder law counsel guidance for navigating common issues and challenges in Medicaid application and renewal processes. The panel will discuss eligibility criteria and requirements, asset transfers and the penalty period, and other key items. Read More

This webinar will discuss tax consequences of cross-border transactions. Our knowledgeable panel of foreign planning professionals will discuss outbound transfers, foreign acquisitions and section 338(g) elections, and section 7874 inversion transaction. Read More

This CLE course will guide lenders' and borrowers' counsel on negotiating and documenting commercial mortgage modifications while protecting their clients' interests against potential lien priority challenges, title pitfalls, and bankruptcy issues. Read More

This webinar will provide insights into preparing for the IRS' ongoing examinations of Employee Retention Credits (ERCs) claimed by businesses. Highly advertised and often promoted to ineligible taxpayers, these credits were spotlighted on the IRS 2023 Dirty Dozen list of tax scams. Unfortunately, t... Read More

This CLE course will address current issues in assisted reproductive technologies (ART) law, including how the analysis of those issues is impacted by the Alabama Supreme Court's decision in LaPage v. The Center for Reproductive Medicine, P.C., ___ Ala. ___ (2024). Read More

This CLE webinar will examine the status of FLSA collective action certification following the recent Swales and Clark appellate decisions, including a close look at the new standards established under each. The panel will address what effect these decisions are having on other circuits and the impa... Read More

This CLE/CPE course will provide estate planners and tax professionals guidance on navigating the tax rules applicable to gifts from nonresidents and offer planning techniques to minimize adverse tax consequences and reporting mishaps. The panel will focus on (1) the tax aspects of gifts of U.S. ass... Read More

This webinar will review the key requirements of the Corporate Transparency Act (CTA) with particular focus on the perspective of trusts, estates, beneficiaries, fiduciaries, and trustees and delve into what is required under the CTA, examples of best practices in satisfying these requirements, and... Read More

This CLE webinar will prepare employment counsel to depose or defend corporate representatives under the amended Federal Rule of Civil Procedure 30(b)(6), taking into account issues unique to employment litigation. The program will provide best practices for plaintiffs to meet the Rule 30(b)(6) "mee... Read More

This course will provide tax advisers and other professionals with a comprehensive examination of the rules governing compensation of S corporation officers and shareholders, focusing on determining, documenting, and supporting reasonable compensation to avoid or withstand IRS scrutiny. Read More

This CLE course will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group liability and successor employer rules under ERISA, the IRC, and the case law, as well as methods to limit claims and reduce the risk of buyer liabili... Read More

This CLE course will discuss vertical vs. horizontal insurance coverage exhaustion in construction defect disputes. The program will analyze the impact of exhaustion on allocation between the contractor's primary and excess coverage, the priority of payment between the contractor and its subcontract... Read More

The CLE webinar will guide counsel on the validity of terms incorporated by reference. The panel will discuss the rise of online terms and conditions incorporated into agreements and how to clarify that the parties had knowledge of and assented to the incorporated terms. The panel will review best p... Read More

This CLE webinar will address the implications of ongoing CERCLA liability for potentially responsible parties (PRPs) given the EPA's recent indication that closed Superfund sites may be reopened to address PFAS contamination and due to the new reduced screening levels for lead-contaminated soil. Th... Read More

This CLE webinar will provide estate planners guidance for utilizing life insurance as a tax and estate planning tool. The panel will discuss the key considerations in determining the use of life insurance for tax and estate planning, structuring irrevocable life insurance trusts (ILITs), minimizing... Read More

This CLE webinar will guide patent counsel on the use of march-in rights as the mechanism to lower drug prices. The panel will review the history of the Bayh-Dole Act, lessons learned from past march-in petitions, and the proposed NIST framework. The panel will discuss the implications and concerns... Read More

This CLE webinar will discuss the trial lawyer's ethical obligations, professional responsibilities, and best practices concerning cybersecurity, privacy, and the protection of confidential, privileged, and proprietary electronic data and communications in the context of litigation, specifically doc... Read More

This CLE course will guide personal injury lawyers on how to leverage too often overlooked in civil cases Federal Rule of Evidence 404(b) to get valuable evidence admitted and why the quest for such evidence can lead to other admissible evidence or influence settlement. The panel will discuss the ru... Read More

This webinar will cover critical policies and procedures that firms providing tax services must have in place to ensure compliance with the FTC and IRS guidelines, circumvent data security breaches, and avoid related sanctions. Our authoritative panel of veteran tax advisers will describe cybersecur... Read More

This CLE course will guide patent counsel to overcome Section 101 rejections. The panel will review recent case law and USPTO guidance on Section 101 patent eligibility and offer strategies to address Section 101 rejections. Read More

This CLE webinar will guide counsel through all 2024 California employment law updates including increased minimum wage and leave entitlements, the required development of workplace violence prevention plans, the prohibition of discrimination based on employees' off-duty cannabis use, and the expans... Read More

This webinar will address the taxation of international equity awards in the U.S. and other specific countries. Our veteran foreign tax panelist will explain how and when common equity grants are taxed in the U.S., U.S. withholding requirements, and how and when these are taxed upon relocation and t... Read More

This course will instruct practitioners on the latest tax basis capital reporting requirements. Our panel of experts will discuss the transactional approach for tax basis capital and best practices for handling partnership returns that may not have been compliant in the past. They will also provide... Read More

This webinar will detail the most frequent and recent additions and subtractions imposed by states when calculating taxable business income. Our panel of state and local tax experts will give examples of these required adjustments in specific states so that SALT advisers are aware of these when calc... Read More

This CLE webinar will address the just announced (and currently stayed) SEC final rule and growing number of state and local laws implementing greenhouse gas (GHG) emissions disclosure/reduction requirements including building energy performance standards (BEPS) and their impact on commercial buildi... Read More

This CLE webinar will explore how the current interest rate cycle and new banking rules on the horizon have lenders, borrowers, and arrangers seeking new strategies to increase lending capacity and accommodate debt issuances. The panel will address how utilizing term debt tranches, credit risk trans... Read More

This CLE webinar will provide counsel an in-depth analysis of California Climate Disclosure Requirements under SB 253, the Climate Corporate Data Accountability Act, and SB 261, the Greenhouse Gases: Climate-Related Financial Risk, along with AB 1305, the Voluntary Carbon Market Disclosures. The pan... Read More

This course will explain the numerous elections available when preparing gift, estate, and trust returns. Some elections are easily made but critical (gift-splitting, choice of year, Section 663(b)). Other elections require much more thought and expertise (GST allocation, QTIP election, Section 645)... Read More

This CLE course will discuss the strategic and practical use of deposition testimony at trial under FRCP 32 and comparable state evidence rules. The program will cover using deposition testimony for impeachment, refreshing recollection, offer of proof, admission of a party opponent, and unavailable... Read More

This CLE webinar will offer guidance on lawsuits against social media companies alleging that defendants knowingly deployed manipulative design features that harmed teenagers mentally and physically. The panel will discuss the phenomenon of social media addiction, who are plaintiffs and defendants,... Read More

This CLE webinar will guide healthcare counsel on navigating AI issues in healthcare M&A. The panel will discuss the challenges for healthcare M&A involving AI, due diligence, and addressing risk in the deal documents. The panel will also address the regulatory risks and what considerations those in... Read More

This webinar will provide tax practitioners and business owners with a comprehensive overview of the tax issues that arise when forming a Subchapter S corporation. Our panel of pass-through experts will guide you through the shareholder eligibility requirements, issuing common stock, filing Form 255... Read More

This CLE course will guide patent counsel in identifying and determining inventorship and offer best practices for correcting errors regarding inventorship. Our experienced panel will provide perspectives gained from working with the AIA since its passage and outline lessons from recent court decisi... Read More

This CLE course will provide counsel to insurers and policyholders with an analysis of the scope of an excess insurer's duty to defend and indemnify and a review of the most commonly disputed issues and how to respond. Read More

This webinar will review the impact of the Wayfair decision on local tax collection systems. Our astute panel of SALT specialists will focus on the most complex local tax systems in specific states, including Alabama, Alaska, Arizona, California, Colorado, Louisiana and Texas. Read More

This CLE course will guide business and technology counsel in reviewing and revising representations, warranties, and indemnification clauses in software and cloud computing agreements against the backdrop of increased malware threats and other security vulnerabilities. The panel will discuss key co... Read More

This CLE webinar will consider key loan document provisions that provide borrowers flexibility and/or lender protections in times of economic uncertainty, including financial covenants, cash management provisions, additional indebtedness, and nonrecourse carveouts, as well as loan disbursement condi... Read More

This CLE/CPE webinar will provide estate planners and tax professionals guidance for navigating the legal and tax implications of trusts holding interest in pass-through entities. The panel will discuss planning for trusts holding S corp stock and other pass-through entities, basis step-up in a part... Read More

This CLE webinar will provide employee benefits and ERISA counsel a detailed analysis of the current state of gender-affirming care and navigating the challenges faced by health plan sponsors and administrators. The panel will discuss applicable federal regulations that must be considered, including... Read More

This CLE webinar will discuss proving or defending unjust enrichment claims, especially in situations where the plaintiff provided benefit to parties related to the defendant, but not directly to the defendant. The panel will review scenarios where unjust enrichment claims are most likely to arise,... Read More

This course will provide a practical guide to U.S. tax reporting obligations of U.S. beneficiaries of foreign trusts and non-grantor trusts, including filing Form 3520. The panel will explain the circumstances, events, and transactions that trigger the requirement to file Form 3520. The panel will p... Read More

This CLE webinar will guide healthcare counsel on the changing landscape for antitrust enforcement in the healthcare sector. The panel will discuss the impact of the Department of Justice's withdrawal of three long-standing antitrust policy statements related to enforcement in healthcare. The panel... Read More

This CLE course will offer guidance to personal injury lawyers litigating nursing home fall claims with special emphasis on disputes over the adequacy of fall assessments and implementation of protocols. 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 webinar will review critical trust and estate considerations for blended families. Our panel of knowledgeable inheritance tax professionals will discuss how trusts are used to satisfy certain property transfers, the availability of a DSUE (deceased spousal unused exclusion) after a new marriage... Read More

This CLE webinar will examine the recent amendments to Federal Rule of Evidence 702 clarifying the admissibility standard for expert witnesses and the purpose behind the amendments. The panel will address how the amended rule will affect the use of expert witnesses in employment litigation, from wit... Read More

This CLE webinar will discuss the new safe harbor policy from the Department of Justice (DOJ) incentivizing acquiring companies in M&A transactions to voluntarily self-disclose criminal misconduct they discover through the acquisition of a target. The panel will provide an overview of the new policy... Read More

This webinar will analyze IRS requirements for valuations and appraisals. Our panel of financial analysts will compare scenarios in which appraisals are required with those in which they can bolster tax planning strategies for charitable contributions, business succession, and estate and gift tax. Read More

This CLE/CPE webinar will provide estate planners insight on recently issued IRS guidance regarding basis adjustments for irrevocable grantor trusts. The panel will discuss key items and challenges stemming from Revenue Ruling 2023-2, calculating basis, criteria for a basis adjustment under Section... Read More

This CLE course will offer best practices for counsel to lenders, creditors, and private equity sponsors to structure transactions and lending practices to protect their claims and maintain their priority status against junior and unsecured creditors or borrowers facing insolvency or bankruptcy. Read More

This CLE/CPE course will provide tax counsel, accountants, and other advisers with a critical look at recent IRS enforcement actions on taxpayer compliance and reporting obligations for cryptocurrency transactions. The panel will discuss the IRS' position on the tax treatment of cryptocurrency, anal... Read More

This CLE course will discuss critical issues involved in drafting and negotiating standstill provisions of intercreditor agreements from the perspective of both senior and junior lienholders. Topics the program will address include, among others, the scope, nature, duration, and commencement of the... Read More

This course will provide a guide to various compliance requirements and planning opportunities related to the Texas Franchise Tax. The program will discuss options for calculating and reporting the most challenging aspects of the tax, including the most recent sourcing regulations, identifying Texas... Read More

This CLE course will examine limited issue certification under Rule 23(c)(4) and how narrowly or broadly different circuits interpret that rule. The panel will provide instruction on considerations and strategies for litigating certification under Rule 23(c)(4) based on recent case law and their own... Read More

This CLE webinar will offer guidance to plaintiffs and defendants on effective ways to calculate and present the value of a life in a wrongful death suit. The panel will review what information to seek in discovery and strategies for opening and closing arguments. The panel will also address trends... Read More

This CLE course will provide guidance to counsel for drafting technology transfer and licensing agreements. The panel will discuss key clauses in the contracts and offer best practices for negotiating the agreements and avoiding common pitfalls. Read More

This CLE webinar will explore the ever-changing legal landscape of web scraping and provide corporate counsel with actionable takeaways when advising businesses that engage in web scraping, are subject to scraping and/or use scraped data. The panel will examine relevant case law and statutes in the... Read More

This CLE course will examine unique legal issues for municipalities and government officials when developing and enforcing social media policies after Lindke v. Freed, ___ U.S.___(Mar. 15, 2024). The panel will review the holding in Lindke, discuss the latest legal developments, explore future trend... Read More

This CLE course will guide ERISA counsel, fiduciaries, and administrators on key health and welfare plan design and compliance challenges. The panel will discuss key issues faced by plan sponsors and administrators, the impact of the Consolidated Appropriations Act (CAA), mental health parity rules,... Read More

This CLE/CPE course will provide trusts and estates attorneys with an in-depth analysis of advanced income and estate tax planning strategies for owners of closely held businesses under current tax law. The panel will discuss techniques utilizing GRATs, sales to grantor trusts, and buy-sell agreemen... Read More

This CLE webinar will explore the scope of federal jurisdiction under the Clean Water with respect to "waters of the United States" (WOTUS) following the recent U.S. Supreme Court decision in Sackett v. EPA (2023) and subsequent litigation and rulemaking activity. The panel will discuss how counsel... Read More

This CLE course will analyze Rule 68 offers of judgment and how they may induce settlement. The program will discuss the mechanics of the rule, strategic considerations defendants must consider in light of the consequences of making the offer, and factors for plaintiffs to contemplate in considering... Read More

This CLE course will examine casualty and condemnation provisions in real estate finance documents and how best to balance the interests of lenders, landlords, and tenants concerning disbursement of proceeds and the right or obligation to rebuild. The panel will discuss lease scenarios that can impa... Read More

This CLE course will discuss current trends in bank M&As, the legal and regulatory hurdles that must be considered including recent regulatory developments, the different ways banks can approach and structure a merger or consolidation deal, and best practices for due diligence. Read More

This CLE course will prepare family law attorneys to identify and use documents that are critical for military divorce cases. The panel will explain how to obtain, understand, and introduce the materials into evidence. Read More

This CLE course will focus on drafting force majeure clauses to address the issues and factors required by U.S. courts for enforcement, as well as addressing the international reach and interpretation of what "superior force" may mean on a global level. The panel will guide counsel on the precise na... Read More

This CLE webinar will discuss consequential damages arising from design and construction work and contractual waivers of consequential damages. The panel will take a deeper dive and discuss the pros and cons of such waivers, jurisdictional differences in interpretation, and best practices for drafti... Read More

This CLE/CPE webinar will provide tax and nonprofit professionals a thorough and practical guide to nonprofit and private foundation self-dealing rules and potential tax implications. The panel will describe the federal income tax treatment and detailed requirements for nonprofits and private founda... Read More

This CLE course will guide IP counsel on the legal protections available for fictional characters. The panel will discuss strategies for using copyright, trademark rights, and contract provisions to build equity in fictional characters. They will also discuss limitations on exclusive use and will of... Read More

This CLE webinar will discuss proving or defending bad faith claims based on the use of algorithms or "insurtech" to establish totaled vehicle valuation. The panel will review potential claims as well as recent cases raising these issues. Read More

This CLE/CPE webinar will provide trusts and estates counsel and tax advisers guidance on key planning considerations for the portability of gift and estate tax exemptions. The panel will discuss making portability elections, available relief for missed elections, and the computation and reporting o... Read More

This course will identify the guidance within 2 CFR Part 200 and provide strategies and best practices to achieve the organization's costing goals. This session will provide practical, hands-on context to help you increase your direct and indirect cost recovery and manage your indirect costs rate. T... Read More

This course will review the IRS' latest campaign targeting upper-income taxpayers associated with flow-through entities and private foundations. Our audit experts will discuss the state of the current initiative and explain how to handle the IRS examination itself. Read More

This CLE course will guide healthcare counsel on the National Practitioner Data Bank (NPDB) reporting obligations for hospitals. The panel will address navigating through the gray areas of reporting and examine how the courts have dealt with immunity from liability for reporting, as well as discuss... Read More

This CLE course will discuss strategies for personal injury attorneys to draft and leverage demand letters in auto accident cases to maximize settlements, get cases resolved faster, and create better results for clients. The panel will consider the pros and cons of demand letter automation and the u... Read More

This CLE webinar will provide guidance to M&A counsel for negotiating and enforcing remedies when a deal fails to close due to a breach by either party with a focus on specific performance, limitations on recovering monetary damages, and reverse breakup fee provisions. The panel will provide conside... Read More

This CLE webinar will examine how to mitigate the risk of spoliation of evidence in employment litigation and the costly sanctions that could result. The panel will examine the duty to preserve evidence under FRCP 37 and counsel's role in guiding their clients through a litigation hold beyond simply... Read More

This CLE webinar will explore the evolution of erroneous payment provisions in credit agreements as a result of the infamous Revlon case. The panel will review provisions developed by market participants, including language advanced by the Loan Syndication and Trading Association (LSTA), and discuss... Read More

This CLE/CPE course will provide tax advisers with knowledge and tools to advise partnership clients converting to a tenancy-in-common form of real estate ownership. Tax advisers may recommend such a conversion in contemplating a future sale of property or creating a master limited liability company... Read More

This webinar will outline methods to reduce gift, estate, and transfer taxes paid by taxpayers holding assets in the U.S. and abroad. Our panel of international trust and estate veterans will divulge planning techniques to minimize transfer taxes paid and point out caveats to avoid when formulating... Read More

This CLE course will guide counsel through the issues and process of proposing and confirming a plan of reorganization under Subchapter V of Chapter 11 of the Bankruptcy Code. The program will also review the consequences of consensual confirmation and cramdown on discharge. Read More

This CLE webinar will guide practitioners through the Department of the Treasury's Financial Crimes Enforcement Network's (FinCEN) proposed rule to increase transparency in residential real estate transactions that will significantly impact covered real estate entities with extensive new reporting o... Read More

This CLE/CPE webinar will provide renewable energy counsel and advisers guidance on recent final IRS direct pay energy tax credit regulations and key tax considerations and planning for related renewable energy transactions. The panel will discuss key provisions of the final direct pay rules under I... Read More

This CLE course will provide guidance to counsel to companies involved in or considering co-branding partnerships. The panel will examine the factors companies should consider before entering a partnership. The panel will also discuss structuring the agreement, pitfalls of co-branding, special issue... Read More

This CLE/CPE webinar will provide trusts and estates counsel guidance on utilizing Graegin loans to minimize estate taxes and potential limitations stemming from recent IRS regulations. The panelist will discuss recent developments and IRS guidance, review requirements under current tax law, and off... Read More

This course will provide tax professionals and advisers with the tools and understanding to correctly calculate S corporation shareholders' stock and debt basis and advise clients to avoid adverse tax consequences due to loss limitations or excess distributions. Read More

This webinar will explain the issues practitioners encounter when reporting and taxing the sale of an interest held in a pass-through entity (PTE). Our panel of SALT veterans will discuss how types of owners, residency, and various state approaches (or lack thereof) impact these calculations, includ... Read More

This CLE course will cover the negotiation and structure of permit and license clauses in hotel purchase sale agreements, with an emphasis on liquor licenses. Our panel will discuss pitfalls in drafting and high priority considerations for practitioners addressing the transfer of liquor licenses and... Read More

This webinar will provide CPAs preparing tax returns with an in-depth understanding of the new AICPA Statements for Standards on Tax Services (SSTSs). Our expert panel will discuss the most essential components of the latest standards, including the new definitions of tax services, the new requireme... Read More

This CLE course will provide elder law counsel with guidance on essential rules and planning techniques relating to the Department of Veterans Affairs (VA) benefits rules. The panel will discuss issues in determining eligibility for VA benefits under current rules, valuation of assets, transfer rule... Read More

This CLE webinar will guide patent counsel on means-plus-function (MPF) claims and the USPTO's recent guidance. The panel will discuss the implications of the guidance for patent counsel and applicants. The panel will offer best practices to overcome the challenges of MPF claims and leverage 112(f)... Read More

This CLE webinar will discuss the use and structuring alternatives for bridge loans in the current commercial real estate market. The panel will examine the advantages and disadvantages of bridge loans and provide guidance on balancing their utility versus the risks associated with this form of shor... Read More

This webinar will take a thorough look at the self-employed health insurance deduction. Our seasoned tax panelist will explain which plans and taxpayers qualify for the deduction, how to report the deduction in specific scenarios, including preparation of the new IRS Form 7206, and coupling insuranc... Read More

This CLE course will prepare policyholder and insurance company litigators to question fact witnesses and corporate witnesses in coverage and bad faith litigation. The panel will outline their experiences and perspectives on leveraging testimony by corporate representatives for both sides, using FRC... Read More

This CLE/CPE webinar will provide tax professionals guidance on handling IRS' ongoing examinations of employee retention credits (ERCs) claimed by businesses. The panelist will discuss how to claim the credit, address recent IRS initiatives and key areas of focus, and provide business owners and tax... Read More

This CLE webinar will discuss how to negotiate and draft contract terms that protect the interests of all parties and safeguard against potential disputes. The presenters will provide drafting tips for clarity and favorable outcomes and offer strategies for navigating disputes when they arise. Read More

This CLE webinar will guide employment practitioners through the EEOC's Strategic Enforcement Plan Fiscal Years 2024-2028 and the areas of agency focus and enforcement activity, including the use of technology and AI in the workplace and its potential discriminatory impact, so that counsel may help... Read More

This CLE webinar will provide employee benefits attorneys, plan sponsors, and administrators with detailed guidance on performing nondiscrimination testing and compliance for 401(k) plans. The panel will review the minimum coverage, evaluate ADP and ACP tests for ensuring compliance with IRS nondisc... Read More

This CLE course will guide counsel on healthcare contracting with vendors and suppliers. The panel will examine the key provisions to be included in these contracts and offer strategies for negotiating some of the crucial clauses that may be contentious between the vendor and facility. Read More

This course will cover types of trusts eligible to hold S corporation shares, including Qualified Subchapter S Trusts (QSSTs) and Electing Small Business Trusts (ESBTs), making the corresponding QSST and ESBT elections, and avoiding common scenarios where S status is inadvertently terminated when a... Read More

This CLE webinar will discuss the effect of the Corporate Transparency Act's (CTA) beneficial ownership information (BOI) rule on loan transactions, including pre-closing due diligence procedures, legal opinions, and loan processing procedures and documentation. The panel will review the new require... Read More

This webinar will review the current state of IRS challenges to trusts. Our panel of trust and estate advisers will discuss trust structures, targeted abusive tax schemes, recent cases and rulings, and how to prepare for and handle an IRS audit of a trust. Read More

This CLE webinar will discuss how defense counsel can mitigate or diffuse "safetyism" in personal injury cases, which is especially prevalent in transportation, product liability, medical malpractice, environmental, and mass tort litigation. The panel will contrast safetyism with "reptile" theory, d... Read More

This CLE/CPE course will guide tax professionals on critical tax challenges and recent developments for S corporations. The panel will discuss key tax law regulations and developments impacting S corporations, IRS guidance, QBI deduction, issues of cash distributions, S corporation eligibility requi... Read More

This CLE webinar will review the key provisions found in property management and leasing agreements, focusing on issues particular to multifamily, retail, office, and industrial properties. The panel will discuss provisions on fees and commissions, leasing authority, insurance, tenant build-out obli... Read More

This CLE course will guide power and energy plant owners and their counsel regarding challenges that arise in energy project construction and effective methods to avoid and mitigate claims, contract disputes, and litigation. The panel will discuss key engineering, procurement, and construction (EPC)... Read More

This CLE webinar will guide patent counsel for patent drafting to survive a Markman hearing. The panel will provide claim construction case studies, examining a district court case for do's and don'ts when drafting and prosecuting a patent application. The panel will offer tips and pointers on what... Read More

This CLE course will discuss the pros and cons of simple agreements for future equity (SAFEs), convertible debt, and priced equity rounds and how to evaluate the optimal deal structure for start-up investment financing rounds. The program will present perspectives from both issuers/owners and invest... Read More

This CLE course will examine the impact of the Department of Justice's (DOJ) renewed "all-or-nothing" approach and restoration of the Yates Memo for director and officer (D&O) indemnification, fee advancement provisions, and D&O insurance policies. The panel will provide guidance to corporate counse... Read More

This CLE webinar will discuss significant Delaware court decisions rendered in 2023 and the first part of 2024 and the implications for current and future M&A practice. The panel will discuss the anticipated impact of recent Delaware court rulings on Caremark duties of oversight, breach of fiduciary... Read More

This webinar will discuss the dual taxation issues that advisers, including multinational advisers, must address for taxpayers traveling and residing in France and Italy, as well as the U.S. Our seasoned foreign tax advisers will explain residency, totalization agreements, and taxation of passive an... Read More

This webinar will uncover potential sales tax liability in mergers and acquisitions. Our panel of SALT experts will review differences in sales tax liability in asset and stock sales, as well as exemptions available in most and specific states. Our panelists will walk practitioners through the due d... Read More

This CLE webinar will provide an in-depth look at the U.S. Department of Health and Human Services' Office for Civil Rights and Substance Abuse and Mental Health Services Administration (HHS-OCR-SAMHSA) long-awaited final rule that overhauls the federal Part 2 regulations on the confidentiality of s... Read More

This CLE webinar will discuss the ethics of witness preparation in light of ABA Formal Opinion 508, "The Ethics of Witness Preparation." The panel will examine this essential skill, recurring witness preparation strategies, and practices, and will then debate and critique when some perfectly ethical... Read More

This CLE/CPE webinar will provide tax professionals and advisers with an in-depth discussion of the IRS examination of taxpayers living abroad. The panel will focus on Section 965 transition tax, exit tax, and critical issues for non-filers; guide tax practitioners through the examination process; a... Read More

This CLE course will provide estate planners with a deep and practical guide to blended families' trust and estate planning challenges. The panel will offer specific guidance on avoiding probate or beneficiary challenges, and estate planning vehicles to incorporate prenuptial and postnuptial agreeme... Read More

This CLE course will provide construction counsel with a review of payment and performance bond coverage issues. The panel will outline key aspects of bond disputes and discuss best practices to maximize recovery and protect interests in disputes. Read More

This CLE course will guide patent counsel on overcoming the challenges of obviousness in biologics patent claims in the U.S., Europe, and China. The panel will examine the similarities and differences between claim types that have the best chance of success. The group will also discuss recent case l... Read More

This CLE webinar will discuss the procedures and recent trends and updates for raising capital via unregistered securities offerings. The panel will explore selecting the appropriate registration exemption, structuring the offering, preparing the appropriate documents and disclosures, and closing th... Read More

This webinar will review several of the most influential tax cases of all time. Our panel of astute tax controversy attorneys will highlight the original decisions' pertinent aspects, review current rulings citing these cases, and explain how these decisions should and do apply to current tax matter... Read More

This CLE course will guide healthcare counsel on structuring telemedicine management service agreements. The panel will discuss considerations for both the management group and the healthcare providers and the legal risks with such agreements. The panel will also discuss an IRS rule that addresses h... Read More

This CLE course will provide guidance to IP counsel advising creators, designers, companies, and others in the gaming industry on managing key IP challenges. The panel will discuss infringement and enforcement as well as leveraging trademark, copyright, and patent law to protect IP rights. Read More

This webinar will explain essential considerations advisers, members, and partners should address when forming an LLC or partnership. Our panel of partnership taxation veterans will point out common and often overlooked items that should be considered initially to minimize tax and future operational... Read More

This CLE webinar will discuss situations in which equity may step in and require insurers to provide coverage under the terms of the policy notwithstanding a breach or lapse of the policy. The panel will review the elements of these equitable doctrines and the circumstances in which they are most li... Read More

This webinar will review how states tax Subchapter S corporations. Our panel of S corporation experts will review recent S corporation developments by state and discuss common ways states tax S corporation income, filing composite returns, and state pass-through entity elections as they apply to S c... Read More

This CLE webinar will guide IP counsel on color marks and how the Trademark Trial and Appeal Board (TTAB) and the courts have treated color marks. The panel will discuss proving distinctiveness and demonstrating that color is not functional. The panel will offer best practices for protecting color m... Read More

This webinar will discuss the sourcing rules under IRC Section 861 and provide examples of applying these to income classes, allocating and apportioning expenses, and determining the availability of the foreign tax credit. Our panel of foreign tax veterans will provide scenarios that walk internatio... Read More

This CLE course will provide an in-depth look at ASTM E1527-21, the ESA standard now recognized by the EPA as satisfying all appropriate inquiries (AAI) requirements. The panel will examine how this standard has been implemented and its impact on site assessment and the due diligence process since i... Read More

This CLE course will guide counsel in drafting carrier-broker-shipper transportation agreements. The panel will discuss advanced drafting issues and strategies for negotiating favorable contract terms on behalf of carriers, brokers, or shippers to minimize liability exposure if a delay occurs, or fo... Read More

This CLE course will prepare healthcare counsel to guide healthcare providers, medical staffs, and hospitals working towards medical staff bylaws compliance with Joint Commission standards, Centers for Medicare and Medicaid Services (CMS) Conditions of Participation, the National Practitioner Data B... Read More

This webinar will comprehensively examine how the new Corporate Transparency Act (CTA) reporting requirements apply to real estate investors. Our panel of veteran real estate professionals will discuss the new reporting requirements as they apply to real estate owners and related entities. The panel... Read More

This CLE webinar will provide a road map for employment law attorneys and in-house counsel on how to best create and implement diversity, equity, and inclusion (DEI) programs in light of the U.S. Supreme Court's recent Students for Fair Admissions decision and the political firestorm that ensued. Th... Read More

This webinar will address the latest developments in gift and estate taxation, including beneficial ownership information reporting requirements under the Corporate Transparency Act, Revenue Ruling 2023-2's impact on grantor trusts and basis step-up, the continuing impact of the sunset of the lofty... Read More

This CLE course will discuss structuring, negotiating, and documenting venture capital investments from term sheet to closing. The panel will also discuss recent changes to the National Venture Capital Association (NVCA) Agreements and the extent to which model provisions may deviate from what is co... Read More

This webinar will examine the pros and cons of outsourcing tax return preparation. Our experienced panel will cover the differences between domestic and offshore assignments, required and ethical disclosures, data security concerns, and other problematic issues. Read More

This CLE webinar will discuss the issues relating to the compensation of target management teams in the context of private equity M&A transactions. The panel will address structuring equity-based incentive plans, restrictions on incentives, vesting and forfeiture based on employment status, distribu... Read More

This CLE webinar will provide counsel and advisers serving elderly clients with a focused review of rules, regulations, and other items regarding VA benefits and long-term care (LTC) planning. The panel will discuss VA and Medicaid eligibility requirements, achieving asset protection, and tax saving... Read More

This CLE course will provide a framework for U.S. attorneys to give opinions in cross-border transactions, including enforceability, authority, choice of law, the golden rule, misleading opinions, and more. The panel will discuss how differences in custom and practice between U.S. and non-U.S. lawye... Read More

This webinar will examine the latest state and local tax legislation, recent cases, and responses to PTE taxes in Florida, Georgia, North Carolina, Tennessee, and other significant states located in the Southeast. Our panel of seasoned state and local tax professionals will point out key development... Read More

This webinar will discuss the current status of non-domiciled taxation in the United Kingdom, along with the proposed abolishment of this status. Our panel of international wealth management advisers will explain the current system and offer strategies to deal with the impending changes for resident... Read More

This CLE course will guide IP counsel on protecting graphical user interface (GUI) in the U.S. and worldwide. The panel will examine the advantages of design patent protection over other forms of IP and offer best practices for obtaining meaningful design protection for GUI. Read More

This CLE webinar will examine how the shareholder activism landscape has evolved in the wake of the adoption of the universal proxy rules. The panel will discuss the various ways companies and boards have responded to the adoption of the universal proxy rules and its potential to drive increased sha... Read More

This CLE course will provide construction counsel with advanced strategies for amending and modifying standard AIA contract documents. The panel will outline how counsel for owners, developers, and contractors can best modify these standard construction agreements--including drafting global riders t... Read More

This course will discuss required Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity. Our panel of highly experienced tax specialists will explain each part of each schedule so that tax practitioners can efficiently meet this reporting obligation. The... Read More

This CLE webinar will guide healthcare counsel on provider-payer partnerships and the critical considerations for providers. The panel will evaluate product, membership, network, partnership, and financial models when pursuing a partnership as well as outline navigating the process. Read More

This CLE course will guide insurance company, policyholder, and in-house counsel through the nuances of the "made whole doctrine" and the many different types of releases, waivers, and other devices insurance companies use to clarify or mitigate its effect to maintain priority recoveries from third... Read More

This CLE course will guide counsel to companies doing business internationally on key considerations when structuring international contracts. The panel will discuss core contract provisions and offer strategies for addressing and minimizing the risks inherent to international business dealings. Read More

This CLE course will provide M&A counsel with guidance in negotiating and drafting confidentiality agreements, letters of intent (LOIs), and exclusivity agreements. The panel will discuss how these front-end documents set the stage for due diligence and definitive agreements in M&A transactions. The... Read More

This webinar will analyze many opportunities to lower federal income tax that are often overlooked and misunderstood but that taxpayers and tax professionals should routinely consider. Our panel of federal tax veterans will provide explanations and examples for elections, deductions, and other tax p... Read More

This CLE course will provide estate planning counsel with a comprehensive understanding and application of best practices in tax planning and trust document drafting to minimize income tax consequences of trust income. The panel will provide a thorough review of the rules and practices covering incl... Read More

This course will explain the attribution rules for stock ownership for individuals and entities and the filing requirements of Form 5471. Our panel of international tax experts will discuss determining direct and indirect stock ownership that can result in unexpected filing obligations. Read More

This webinar will highlight businesses' most common missteps when attempting to meet multi-jurisdictional sales tax guidelines. Our panel of sales tax experts will offer recommendations to circumvent these errors and properly meet diverse local sales tax reporting and remittance requirements. 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 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 CLE webinar will examine the Corporate Transparency Act (CTA), effective Jan. 1, 2024, and its impact on real estate entities and transactions, including who is considered a "reporting company" subject to new beneficial ownership information (BOI) reporting requirements and whether an exemption... Read More

This CLE/CPE course will prepare real estate counsel to deal with crucial tax issues and avoid costly mistakes in structuring agreements for real estate partnerships and LLCs. The panel will offer best practices for drafting provisions that reflect effective tax compliance. Read More

This course will explain nexus as outlined in PL 86-272, the sometimes conflicting nexus regulations established by individual states, and how to reconcile the two for the benefit of the taxpayer. Read More

This CLE course will offer guidance to personal injury attorneys proving the existence and extent of spinal injuries. The panel will explore difficulties in identifying spinal injuries, overcoming recurrent defenses, working with the right experts for different types of injuries, and quantifying wha... Read More

This course will provide tax preparers and compliance professionals serving partnerships with a robust and practical guide to reconciling GAAP and tax basis accounting in preparing partnership income tax returns and K-1 schedules. The panel will discuss complex book-to-tax adjustments and the curren... Read More

This CLE course will guide counsel on how to structure and document the secondary purchase and sale of a partnership or LLC interest in an investment fund. The panel will discuss letters of intent, due diligence of fund interests, legal issues in a purchase and sale agreement, legal issues in fund t... Read More

This CLE course will provide insurance and real estate counsel with an analysis of the characteristics and function of wrap insurance programs, discuss their advantages and potential pitfalls, highlight critical coverage and exclusion issues, and outline solutions to thorny indemnification matters. Read More

This CLE course will examine the divisive merger statutes of Delaware, which apply only to LLCs, and Texas, which apply to all Texas entities. The panel will guide M&A counsel on how to structure a divisive merger and will also discuss the implications of divisive mergers for existing and future cre... Read More

This CLE/CPE webinar will provide estate planners an in-depth analysis of available estate planning techniques for families with citizenship, assets, or beneficiaries across multiple jurisdictions. The panel will discuss legal challenges, key issues under U.S. tax law, transfer tax planning, and met... 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 an employee must consider and review the steps for submit... Read More

This course will address tax considerations for aircraft purchase and use. Purchasing an airplane has provided substantial tax savings in the past. The panel will discuss the recent IRS initiative targeting the personal use of airplanes, the final regulations under Section 274(l) for transportation... Read More

This CLE course will guide estate planners and administrators on managing the legal challenges of firearms in estate and trust administration. The panel will discuss federal gun laws and firearm designations, issues for beneficiaries inheriting guns, in-state and out-of-state transfers, and legal ow... Read More

This webinar will describe the basic principles of mindfulness and how tax professionals can use these to provide focus, efficiency, and a better state of being throughout the year. Our Mindful-CPA and coach will introduce CPAs and tax advisers to mindfulness and its application specifically to thei... Read More

This CLE course will compare receiverships, assignments for the benefit of creditors (ABCs), and bankruptcy, reviewing the advantages and disadvantages each offers to buyers, petitioning creditors, debtors, and non-petitioning creditors. The program will discuss what situations each process is best... Read More

This CLE course will provide environmental counsel with an overview of the recent regulatory developments and science related to PFAS and discuss how these changes are impacting the regulated community. The panel will also highlight recent cases and recently adopted regulation that will impact the r... Read More

This CLE course will provide energy law attorneys with a detailed analysis of hydrogen applications, usage, and storage. The panel will discuss recent developments in the use of hydrogen for energy generation, policy and emerging frameworks, restrictions on hydrogen production technology and related... Read More

This webinar will walk state and local tax professionals through the sales tax registration process. Our panel of seasoned SALT veterans will identify initial caveats that come with registering a business for sales tax, explain the registration process in particular states, and offer suggestions for... Read More

This course will explain each category of filer on Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. Our knowledgeable international panel will discuss relative and recent legislation, the accompanying Form 5471 schedules that must be filed by category, and... Read More