Estate Planning for Resident and Nonresident Aliens
Navigating Estate, Gift, and GST Tax Rules; Leveraging Estate and Lifetime Gifting Opportu...
January 26, 2021 • CLE • Live Webinar
This CLE webinar will focus on counsel and tax advisers' challenges in estate planning for resident and nonresident aliens, focusing on relevant tax rules and potential estate planning pitfalls and opportunities. The panel will outline and analyze hypothetical estate planning scenarios for both grou...
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Structuring Opinions of Counsel in Real Estate Finance Transactions
Assumptions, Qualifications, Limitations, and Factual Certificates That Reduce Risks for O...
January 26, 2021 • CLE • Live Webinar
This CLE webinar will prepare counsel to draft third-party opinions for real estate finance transactions. The panel will cover the opinions required--including authority, enforceability, and property-related opinions--and the assumptions, limitations, and qualifications that counsel should include t...
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U.S.-Canadian Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S....
Navigating Tax Treaties to Minimize Tax on Passive Income and Pass-Through Income
January 26, 2021 • CPE, EA • Live Webinar
This webinar will provide tax advisers with a thorough and practical guide into the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Canada, as well as Canadian citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax law and tr...
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Drafting Vendor Agreements to Comply With California Privacy Rights Act: Requirements Beyo...
New Privacy Enforcement Authority, Compliance, and Accountability Standards; Sensitive Per...
January 26, 2021 • CLE • Live Webinar
This CLE webinar will guide business and technology counsel on drafting and updating technology vendor agreements to meet the privacy requirements of the California Privacy Rights Act (CPRA) that was approved on Nov. 3, 2020. The panel will discuss the evolving privacy landscape and provide practica...
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Negotiating and Navigating the Fraud Exception in Private Company Acquisitions
Key Considerations For Drafting a Fraud Exception to an M&A Contractual Indemnification Pr...
January 27, 2021 • CLE • Live Webinar
This CLE webinar will examine the game-changing role the fraud exception could play in private target M&A agreements, with a focus on contouring limitations on indemnification and other remedies based on fraud claims.
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Out-of-Network ERISA Claims: Identifying Provisions Subject to Provider Challenge
Anti-Assignment Clauses, Leveraging Ambiguities in Fee Forgiveness Provisions, Bad Faith,...
January 27, 2021 • CLE • Live Webinar
This CLE webinar will provide counsel with a thorough and practical guide to pursue out-of-network payment claims under ERISA and state law theories. The panel will outline the conditions under which providers generally succeed in obtaining reimbursement for out-of-network claims under Section 502(a...
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Equity Compensation Grants in Partnerships and LLCs: Overcoming Tax Challenges and Key Pla...
Carried Interest, Section 83, Profits vs. Capital Interests, Options and Phantom Equity, a...
January 27, 2021 • CLE, CPE • Live Webinar
This CLE/CPE webinar 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, the impact of t...
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340B Contract Pharmacy Arrangements: What Does the Future Hold?
Structuring Arrangements, Meeting Legal and Regulatory Requirements
January 27, 2021 • CLE • Live Webinar
This CLE webinar will provide guidance to healthcare counsel on contract pharmacy arrangements and the key legal and regulatory considerations for structuring and documenting the arrangements in an uncertain regulatory environment.
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Madrid Protocol: Obtaining and Maintaining International Trademark Protection
Filing Procedure, Deficiency Notices, Subsequent Designations, Application Amendments, and...
January 28, 2021 • CLE • Live Webinar
This CLE webinar will guide IP counsel on the Madrid Protocol, including the application and examination process, how and where to file, amending an application, and dividing a registration. The panel will examine how to respond to a notice of irregularity from WIPO, apply for subsequent designation...
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Section 754 Elections on Form 1065: Making Valid Elections, Seeking Relief For Missed or I...
Mastering the Mechanics of Election Statements, Schedule K-1, Section 301.9100 Relief, and...
February 2, 2021 • CPE, EA • Live Webinar
This webinar will provide tax advisers and compliance professionals with a thorough, practical guide to the mechanics of reporting a Section 754 election on a partnership's Form 1065 return. The panel will discuss making the election and will detail available relief in instances where a partnership...
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Wind and Solar Energy Projects: Structuring EPC Agreements
Unique Issues in Wind and Solar PV Construction Contracts, Including Guarantees and Warran...
February 2, 2021 • CLE • Live Webinar
This CLE webinar will provide guidance to counsel involved in developing and financing utility-scale wind and solar PV renewable energy projects, with a particular focus on the underlying engineering, procurement, and construction (EPC) agreements. The panel will discuss market factors and will outl...
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Construction Lending: Negotiation and Documentation Issues
Construction Draws, Balancing, Retainage, Payment and Completion Guaranties, HVCRE ADC Equ...
February 2, 2021 • CLE • Live Webinar
This CLE webinar will provide lender's counsel with guidance in negotiating and documenting construction loans, including provisions for making loan advances, budgeting and loan balancing, payment and completion guaranties, pre-leasing requirements, retainage, and project completion. The panel will...
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Enforcing Trademark Rights Against Gray Market Imports
Preventing Sales, Dealing With Retailers, U.S. Customs, and Copyright Law
February 2, 2021 • CLE • Live Webinar
This CLE webinar will guide counsel on the challenges in enforcing trademark rights against gray market imports in traditional retail environments and over the internet, including the gray market sale of products directly to U.S. consumers via foreign websites and on U.S. websites. The panel will ex...
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Charitable Patient Assistance Programs: Ensuring Compliance
Establishing and Maintaining Arrangements With PAPs, Monitoring and Auditing PAPs
February 2, 2021 • CLE • Live Webinar
This CLE webinar will provide healthcare counsel with guidance on charitable patient assistance programs (PAPs). The panel will discuss establishing PAPs and ensuring appropriate donation activities with independent PAPs. The panel will discuss traditional government concerns, OIG guidance, complian...
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New Price Transparency Rules for Health Plans: Key Issues for Plan Sponsors, Service Provi...
Requirements and New Mandates, Administrative and Operational Challenges, and Next Steps t...
February 3, 2021 • CLE • Live Webinar
This CLE webinar will guide employee benefits attorneys, plan sponsors, and plan administrators and service providers through new price transparency rules for health plans. The panel will discuss key provisions of the final rule; the rule's impact on plan sponsors, insurers, and service providers; r...
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Bad Faith Claims When Verdicts Exceed Policy Limits: Nuances of the Insurance Company's Du...
Reducing Company Exposure; Options for Policyholders When Company Rejects Settlement Deman...
February 4, 2021 • CLE • Live Webinar
This CLE webinar will provide counsel with a review of the rights and obligations of the policyholder and the insurance company regarding settlements and the company's liability for verdicts in excess of policy limits. The panel will also explain actions insurance companies can take to reduce exposu...
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Responding to EPA Information Request Letters: Mitigating Further Agency Scrutiny
Response Options; Confidentiality Requirements; CERCLA, CWA, CAA, and RCRA Compliance
February 9, 2021 • CLE • Live Webinar
This CLE webinar will guide environmental counsel on responding to EPA information request letters, understanding key considerations, and assessing the alternative responses. The panel will offer strategies to overcome common concerns and issues under environmental laws.
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Form 1065 Tax Basis Capital Methods for 2020
Transactional Approach and Three Alternative Methods for Partners' Beginning Capital
February 9, 2021 • CPE, EA • Live Webinar
This webinar will update practitioners on the latest tax basis capital reporting requirements. Our panel of experts will discuss the transactional approach for tax basis capital and the three alternative methods for calculating beginning tax basis capital, both added to the instructions for Form 106...
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Agreed Upon Procedures: New SSAE No. 19 Implementation
Engaging vs. Responsible Parties, Representation Letter, General Use Report, and Independe...
February 9, 2021 • CPE • Live Webinar
This webinar will discuss the changes made to agreed upon procedure (AUP) engagements by Statement on Standards for Attestation Engagements (SSAE) No. 19. The panelist of auditing experts will discuss the flexibility afforded practitioners under the new guidelines, new reporting requirements, and be...
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GRATs in Estate Planning Under Current Tax Law: Structuring Considerations, Income, Gift,...
Opportunities and Challenges Presented by Low Interest Rates and Depressed Asset Values
February 9, 2021 • CLE • Live Webinar
This CLE webinar will offer a comprehensive guide to the structuring of grantor retained annuity trusts (GRATs) under current tax law. The panel will go beyond the basics to provide specific drafting tools to avoid potentially costly mistakes and maximize GRATs' benefits. The panel will discuss clie...
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Net Operating Loss Planning Under Current Tax Law: Planning Techniques and Challenges
Impact to Both Corporate and Noncorporate Taxpayers, Timing Issues and Other Consideration...
February 10, 2021 • CLE, CPE, EA • Live Webinar
This CLE/CPE webinar will guide tax counsel and advisers on key tax rules for net operating losses (NOLs) and their impact on tax planning for taxpayers. The panel will discuss changes to the NOL carryback and carry-forward rules and limitations under current tax law, its effect on leveraging reduce...
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Bankruptcy Committees: Strategies to Maximize Distribution to All Creditors
DIP/Cash Collateral Challenges, Ensuring Adequate Disclosures, Opposing Incentive Programs...
February 10, 2021 • CLE • Live Webinar
This CLE webinar will discuss how counsel representing committee members and counsel for committees address recurring and new issues. Official committees, most often unsecured creditors committees, remain critical to reigning in secured lenders, and ad hoc committees provide creditor groups that sha...
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Successor Liability in Distressed M&A Transactions: Mitigation Strategies
Due Diligence, Entity Structuring, Contractual Indemnities, Insurance, Post-Closing Transi...
February 10, 2021 • CLE • Live Webinar
This CLE webinar will discuss strategies for mitigating the risk of successor liability in distressed M&A transactions. The panel will outline the sources of potential claims and the role of due diligence, indemnification and other contract provisions, insurance, and entity structure can have in lim...
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Boilerplate Provisions During Economic Uncertainty
Wind Down, Business Continuity, Force Majeure, Restrictive Covenants, Suspension of Obliga...
February 10, 2021 • CLE • Live Webinar
This CLE webinar will focus on the boilerplate provisions, including force majeure clauses, that are most relevant in the economic downturn and other business challenges created by COVID-19. The panel will guide counsel on the types of clauses and portions of contracts that typically appear in comme...
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Protecting Personal Injury Claims in Bankruptcy Cases
Complexities of Property of the Estate, Stay Relief, Judicial Estoppel, Exemptions, and Mo...
February 10, 2021 • CLE • Live Webinar
This CLE webinar will show personal injury attorneys a way forward when bankruptcy intersects their case, including dealing with judicial estoppel, by leveraging recent case law criticizing its application in bankruptcy. The panel will address key decisions to be made depending on: whether the defen...
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Structuring Prepayment Transactions in the Commodities Markets
Key Issues in Documentation, Credit Support & Third-Party Financing for Purchase and Deliv...
February 11, 2021 • CLE • Live Webinar
This CLE webinar will analyze the structuring and documentation of prepayment transactions utilized in the commodities markets by purchasers and suppliers. The panel will discuss the benefits of prepayment structures and strategies for mitigating the associated risks.
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Modern Removal and Remand Strategies: Keeping the Case Out of (or In) Federal Court
Forum Defendant Rule, Snap Removal, Home Depot v. Jackson
February 11, 2021 • CLE • Live Webinar
This CLE webinar will discuss getting a case into or keeping a case in a preferred forum or moving it out of an opponents' choice of forum through removal and remand. The program will cover how both defendants and plaintiffs have achieved the desired advantages by a thorough understanding of the for...
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Responding to Insurance Investigations: Cooperating Fully While Safeguarding Privilege and...
Preventing Insurer Abuse, Misuse, Disclosure; Protecting Confidential Information; Guardin...
February 11, 2021 • CLE • Live Webinar
This CLE webinar will guide policyholder counsel on strategies and best practices for responding to insurer claims that the duty of cooperation requires disclosure of privileged defense communications or work product that might later be used to challenge coverage. Insurers routinely assess claims un...
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GILTI Calculations for Individual U.S. Shareholders in CFCs: GILTI High-Tax Exclusion and...
Subpart F Controlled Foreign Corporation Treatment, Recognizing QBAI, and Section 951A Tax...
February 16, 2021 • CPE, EA • Live Webinar
This webinar will provide tax advisers with a practical guide to the global intangible low-taxed income (GILTI) provisions for U.S. shareholders in controlled foreign corporations (CFCs). The panel will detail the tax calculations and reporting requirements for taxpayers with GILTI inclusions and de...
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Mitigating Supply Agreement Risks: Structuring Defense, Indemnity, and Insurance Provision...
Allocating Liability Between Manufacturers, Suppliers, and End Sellers; Maximizing Insuran...
February 16, 2021 • CLE • Live Webinar
The CLE webinar will provide guidance to counsel for manufacturers, suppliers, and end sellers on drafting and negotiating provisions in supply agreements that effectively allocate and mitigate risk, focusing specifically on defense, indemnity, and insurance clauses.
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Federal Appeals and Motions Practice in U.S. Circuit Courts
Making or Opposing Requests for Permission to Appeal, Mandamus, Stays, Summary Disposition...
February 16, 2021 • CLE • Live Webinar
This CLE webinar will explore the procedural and substantive motions that can be filed with a U.S. Circuit Court to initiate an appeal and once the appeal is pending. The panel will discuss how strategic use of motions --or successful opposition to them--can influence the course of the appeal. The p...
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U.S. Tax Treatment of Gifts and Inheritances From Nonresidents
February 16, 2021 • CLE • Live Webinar
This CLE webinar will focus on (a) the tax aspects of gifts of U.S. assets by nonresident aliens, and (b) U.S. estate tax consequences of a nonresident alien dying with U.S. assets in his portfolio. The panel will outline and analyze hypothetical gift and estate planning scenarios and offer effectiv...
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Navigating Insurer Risk and Public Nuisance Abatement: Shifting Standards, Scope of Covera...
Key Policy Provisions, Lessons Learned from Recent Recoveries and Cases
February 16, 2021 • CLE • Live Webinar
This CLE webinar will guide counsel in assessing the unique coverage issues and challenges presented by insurance claims for public nuisance liability, the policy language that must be addressed, and exclusions that may apply. The panel will explore the strategic decision by plaintiffs to assert cla...
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Corporate Governance and FCPA Compliance: The Board's Duties and Obligations
Meeting Duty of Care Requirements, Facilitating Effective Oversight, and Minimizing FCPA R...
February 17, 2021 • CLE • Live Webinar
This CLE webinar will guide counsel for corporations and boards on the board's duties concerning FCPA compliance. The panel will examine the board's role in cooperating with government investigations and self-reporting of potential violations. The panel will offer best practices for meeting the duti...
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ASTM E1527: Lessons From Applying the Current Phase I Site Assessment Standards Guide and...
Meeting Appropriate Inquiry Requirements and Limiting CERCLA Liability
February 17, 2021 • CLE • Live Webinar
This CLE webinar will review the previously revised ASTM E1527 standard for conducting environmental site assessments (ESAs), how the standard has changed, and practical considerations for using the standard. The panel will discuss the practical considerations in conducting all appropriate inquiries...
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Retail and Restaurant Bankruptcies: Current Issues for Debtors, Landlords, and Vendors
Assumption or Rejection of Leases, Franchise Agreements, Gift Cards, Consignment Rights, a...
February 17, 2021 • CLE • Live Webinar
This CLE webinar will provide counsel with the tools to address the specific issues that arise during retail and restaurant bankruptcies. The panel will review topics related to leases and other executory contracts, franchise agreements, vendor rights, gift cards, and the many other issues unique to...
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New California Workplace Developments and Regulations for 2021
February 17, 2021 • CLE • Live Webinar
This CLE webinar will provide an overview of the latest round of California legislation and discuss best practices for employers as they navigate these new obligations. The panel will discuss how the new laws impose additional administrative burdens and legal risks on employers' operating in the sta...
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Negotiating Construction Liability Claims: Architects, Engineers, and Other Design Profess...
Evolving Theories of Liability and Defenses, Minimizing Risk Through Contract Provisions a...
February 17, 2021 • CLE • Live Webinar
This CLE webinar will provide counsel with a review of the scope of risks facing architects, engineers, and construction design professionals, discuss recent trends and developments in theories of liability and defenses, and provide proactive approaches to minimize the risk of liability through effe...
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Installment Sales Reporting Under Section 453: Avoiding Pitfalls
Contingent, Related Party, Depreciation Recapture, and Large Installment Sales
February 18, 2021 • CPE, EA • Live Webinar
This webinar will address the various tax issues surrounding use of the installment sales method of reporting ("installment method") on the sale of property. Unique scenarios affecting use of the installment method will also be discussed, including contingent payments, depreciation recapture, sales...
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Mitigating Fraud and Abuse Risks With the CARES Act Provider Relief Fund
February 18, 2021 • CLE • Live Webinar
This CLE webinar will guide healthcare counsel through the fraud and abuse risks related to accepting CARES Act provider relief funds. The panel will discuss what healthcare entities should do to mitigate these risks. The panel will also discuss government scrutiny and recent government guidance.
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Recurring Revenue Financing: Structuring, Documentation, and Financial Covenants
Alternative Financing for Early Stage Growth Companies
February 18, 2021 • CLE • Live Webinar
This CLE webinar will examine the unique characteristics of recurring revenue financing (RRF), and the issues lenders and borrowers should consider in structuring recurring revenue transactions. The panel will also discuss how the conversion of such transactions to more conventional earnings-based f...
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ADA Title III Compliance for Real Estate Owners and Operators: Avoiding and Responding to...
Understanding the ADA Regulatory Framework and Potential for Abusive Litigation
February 18, 2021 • CLE • Live Webinar
This CLE webinar will review current ADA Title III accessibility requirements and the causes of action against property owners or operators for noncompliance. The panel will discuss the steps to take to avoid violations, and how to respond to "drive-by" and other potentially abusive claims.
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Financing Renewable Energy: Utilizing Green and Sustainability-Linked Loans and Sustainabl...
Project Eligibility Criteria, Use of Proceeds, Management, Reporting, Annual Disclosures,...
February 18, 2021 • CLE • Live Webinar
This CLE webinar will provide corporate and renewable energy counsel an in-depth analysis of utilizing green and sustainability-linked loans and sustainable bonds to finance renewable energy projects. The panel will discuss the key components of each financing option, project eligibility requirement...
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Internal Investigations After Alleged Corporate Malfeasance: Best Practices for Companies...
Evaluating Organizational Issues, Developing the Record, Document Review, Witness Intervie...
February 18, 2021 • CLE • Live Webinar
This CLE webinar will update counsel on the 2020 American College of Trial Lawyer's current recommendations on evaluating whether to conduct a corporate internal investigation and, if so, strategies for conducting and managing the investigation to minimize the likelihood of a government investigatio...
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Real Estate Joint Ventures: Waterfall Structures, Developer Promote, IRR Lookback, Clawbac...
Calculating and Structuring Promote, Planning for Phantom Income, and Taxation of Carried...
February 23, 2021 • CLE • Live Webinar
This CLE webinar will guide real estate counsel on the basic components of a real estate joint venture, including attention to provisions for allocating management rights and responsibilities, manager/developer promote, structuring capital contributions (and remedies for failure to fund), distributi...
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Schedule K-1 Disclosures for Pass-Through Entities: At-Risk, Basis, and Passive Activity S...
Sec. 163(j), QBI, 704(c), and Tax Basis Capital Reporting Requirements
February 23, 2021 • CPE, EA • Live Webinar
This webinar will discuss the latest IRS requirements for disclosing information to partners and shareholders on Schedule K-1. Our panel of tax experts will explain how to present attachments clearly and concisely for shareholders and partners of flow-through entities. They will provide examples and...
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Protecting Trademarks Post-Brexit: Implications of Brexit on IP Rights
Current and Pending EU Registrations, Renewals, and Cancellation; Considerations for IP Ag...
February 23, 2021 • CLE • Live Webinar
This CLE webinar will guide IP counsel on trademark protection after Brexit. The panel will discuss current EU registrations, renewals, and cancellations, as well as pending EU applications. The panel will address IP agreements and the importance of reviewing these agreements and considering whether...
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Negotiating Enterprise Telecommunications Agreements: Wireline, Mobile, Fiber and Carrier...
Drafting and negotiating deal points, Revising Acceptable Use, Network Security, and Priva...
February 23, 2021 • CLE • Live Webinar
This CLE webinar will advise counsel drafting enterprise telecommunications services agreements to meet company-wide telecommunications requirements including "traditional" wireline services, emerging mobile services and infrastructure (Wi-Fi-, Distributed Antenna Systems (DAS), 5-G), Internet acces...
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Avoiding Nonqualified Plan Traps: Key Considerations for ERISA Counsel and Employers
Correcting 409A and 457(f) Errors, Proposed Income Inclusion Regulations, Group Carveout P...
February 24, 2021 • CLE • Live Webinar
This CLE webinar will guide benefits counsel and employers on critical challenges in designing and implementing nonqualified plans. The panel will discuss the application of Section 409A rules and correcting Section 457(f) errors, the implications of the "income inclusion" regulations, and issues st...
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Special Committees in M&A Transactions: Formation, Member Composition, Negotiating and App...
Mitigating Conflicts of Interest and Director Liability: Business Judgment Rule vs. Entire...
February 24, 2021 • CLE • Live Webinar
This CLE webinar will examine the use of special committees in M&A transactions where directors or significant shareholders have a conflict of interest. The panel will discuss the formation of a special committee, the committee's role in evaluating and negotiating a proposed transaction, how the com...
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NLRB Enforcement Under Biden Administration: Micro-Unit Standards, Email Communications, J...
Potential Impact of Passing the Protecting the Right to Organize Act
February 24, 2021 • CLE • Live Webinar
This CLE webinar will provide labor and employment counsel with an update on the Biden administration's proposals to enforce regulations under the National Labor Relations Board (NLRB). The panel will discuss the impact of the NLRB's decisions and strategies for employers--both non-union and union--...
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Tax Reporting of Cryptocurrency: Calculating Basis, Income, and Gain
Determining Character of Gain and Basis in Mined Currency, Recognizing Filing Obligations...
February 25, 2021 • CPE, EA • Live Webinar
This webinar will provide tax advisers and compliance professionals with a practical look at IRS guidance to calculating and reporting income and gain on cryptocurrency (e.g., Bitcoin, Coinbase) transactions. The panel will discuss the IRS' position on cryptocurrency as property rather than cash, an...
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The Interplay of PL 86-272 and Economic Nexus
Navigating Conflicting State Nexus Regulations, Reconciling the Two for Taxpayer Benefit
February 25, 2021 • CPE • Live Webinar
This webinar 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.
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Private Equity Compliance Update: Conflicts of Interest, Fees and Expenses, Nonpublic Info...
Current SEC Focus and What to Expect From the Incoming Administration
February 25, 2021 • CLE • Live Webinar
This CLE webinar will discuss current compliance issues highlighted by the SEC after examining private fund advisers in 2020. The panel discussion will include conflicts of interest in fund activities and investments, fees and expenses disclosures, and issues with the treatment of nonpublic informat...
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Patent Year in Review: Key Decisions, Trends, and Strategies
Doctrine of Equivalents, PTAB Appeals, Obviousness, Written Description, Inequitable Condu...
February 25, 2021 • CLE • Live Webinar
This CLE webinar will guide patent counsel on recent trends and developments in patent practice. The panel will examine the Supreme Court, Federal Circuit, and PTAB cases from the past year and discuss some of the key developments and strategies.
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Drafting Valuation Provisions for Closely Held Businesses in Buy-Sell Agreements and Gover...
Methodologies and Adjustments: Accounting for Real Estate Assets, Goodwill
February 25, 2021 • CLE • Live Webinar
This CLE webinar will examine practical and legal issues in determining a closely held entity's value when facing a sale of a portion or the entire ownership interests. The panel will discuss the various forms of valuation methodology and how to incorporate these terms into governance documents and...
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Built-in-Gains Provisions in C-to-S Corp Conversions: Avoiding Double Taxation Through BIG...
Pre-Conversion Valuations and Calculations, Identifying Losses to Offset BIG, Using C Corp...
March 2, 2021 • CPE, EA • Live Webinar
This webinar will provide tax advisers with a comprehensive guide to the pre-conversion planning opportunities available to minimize or avoid built-in-gains (BIG) tax in converting existing C corporations to S corps. The panel will discuss the identification and valuation of assets subject to BIG ta...
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IFRS vs. GAAP: Comparing and Contrasting Financial Statement Requirements
Identifying Key Balance Sheet, Income Statement, and Disclosure Differences
March 2, 2021 • CPE • Live Webinar
This webinar will compare and contrast significant reporting differences in financial statements issued using generally accepted accounting principles (GAAP) versus International Financial Reporting Standards (IFRS) for accountants preparing financial statements under either or both standards.
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Trust Administration: Controlling, Protecting, and Distributing Trust Assets
Trustee Duties and Powers, Tax Issues, Advances to Beneficiaries, Fees, Expenses, Investme...
March 2, 2021 • CLE • Live Webinar
This CLE webinar will provide trusts and estates counsel an in-depth analysis of key challenges in trust administration. The panel will discuss complex issues encountered by practitioners, dividing and distributing trust assets, tax planning and reporting challenges, and making final distributions....
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Trademark Modernization Act of 2020: Prosecution Procedure Changes, New Cancellation Proce...
Third-Party Submission of Evidence, Ex Parte Proceedings for Reexamination and Expungement...
March 2, 2021 • CLE • Live Webinar
This CLE webinar will guide IP professionals on the new Trademark Modernization Act of 2020 (TMA). The panel will discuss the new prosecution and cancellation procedures enacted by the TMA and the clarification of the status of the presumption of irreparable harm in litigation under the Lanham Act....
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PPP Financing in M&A Transactions
March 3, 2021 • CLE • Live Webinar
This CLE webinar will provide an overview of the factors to consider in structuring, negotiating, and executing an M&A deal involving a PPP loan. The panel will review key issues such as how to treat an outstanding PPP loan balance in a transaction, issues regarding loan forgiveness, and the importa...
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Structuring Deferred Compensation: Plan Options and Key Considerations for Employee Benefi...
Navigating Issuance and Vesting of Benefits, Payment Triggers, Administration, and Tax Tre...
March 3, 2021 • CLE • Live Webinar
This CLE webinar will provide employee benefits counsel and advisers with a detailed review of the ERISA, IRS, and DOL regulations that must be considered in structuring deferred compensation plans. The panel will outline the existing regulations, key considerations for 2021, compliance strategies,...
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Correcting Capital Account Errors on Partnership Returns
A Comprehensive Guide to Corrections, Allocations, and True-Ups of Capital Accounts
March 3, 2021 • CPE, EA • Webinar
This webinar will provide tax professionals and advisers with an in-depth and practical guide to the accounting and tax disclosure requirements to correct and adjust capital account balances. The panel will focus on reconstructing capital accounts in light of the required reporting of negative tax b...
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Representing Co-Lenders in Syndicated Credit Facilities
Consent Rights, Sacred Rights, Waterfall and Pro-Rata Sharing Provisions, Removal and Addi...
March 4, 2021 • CLE • Live Webinar
This CLE webinar will examine syndicated loans from the co-lender's perspective. The panel will discuss deal points of particular concern to co-lenders, including pro-rata sharing and waterfall provisions, "sacred rights," assignment provisions, and the ability of the agent to add or remove co-lende...
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Real Estate Leasing Letters of Intent: Obtaining Favorable Terms and Avoiding Protracted N...
Permitted Uses, Assignment and Subletting, Signage, SNDAs, Improvements, Financial Guarant...
March 4, 2021 • CLE • Live Webinar
This CLE webinar will address both practical and strategic considerations for drafting and negotiating critical terms for a letter of intent (LOI) for commercial leasing transactions. The panel will discuss how principals and representatives for landlords and tenants should structure an LOI and use...
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Director and Officer Liability: Trends From Recent Delaware Cases
Breach of Fiduciary Duty Claims, Activist Shareholders, Records Retention, Material Confli...
March 4, 2021 • CLE • Live Webinar
This CLE webinar will examine the most significant recent Delaware court decisions impacting director and officer liability. The panel will explain how these decisions may affect future stockholder claims, merger challenges, and demands for books and records. The panel will also address the differen...
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Trademark Opposition and Cancellation Proceedings at the TTAB
March 9, 2021 • CLE • Live Webinar
This CLE webinar will guide trademark counsel in navigating opposition proceedings at the Trademark Trial and Appeal Board (TTAB), whether opposing the application or responding to the opposition. The panel will examine issues related to and offer strategies for filing the opposition, discovery, and...
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NEPA and Mitigating Risks: Assessing When Uncertainty Requires an Environmental Impact Sta...
Implications of American Wild Horse Campaign v. Bernhardt, Uncertain vs. Controversial Eff...
March 9, 2021 • CLE • Live Webinar
This CLE webinar will discuss the Ninth Circuit's decision in American Wild Horse Campaign v. Bernhardt that addressed when an environmental impact statement (EIS) is required when the environmental impacts are uncertain. The panel will address what types of claims are most likely to be successful w...
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Employee Handbook Best Practices in 2021 and Beyond
Social Media Policies, Leave Practices, Whistleblower Protections, Arbitration Provisions,...
March 10, 2021 • CLE • Live Webinar
This CLE webinar will guide counsel on drafting or revising an employee handbook. Many topics contained in employee handbooks--such as arbitration, social media, and whistleblower protection--have been the subject of recent regulatory and judicial developments, as well as the need to account for cha...
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Medicare Conditional Payment and Medicare Advantage Plan Reconciliation Processes
Techniques to Minimize Repayment Obligations and Maximize Medicare Refunds After a Liabili...
March 10, 2021 • CLE • Live Webinar
This CLE webinar will guide personal injury attorneys in navigating the complex processes for reconciling Medicare conditional payments and Medicare Advantage plans to increase a plaintiff's recovery following a personal injury settlement.
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Lost Profits in Commercial Litigation: Proving and Defending Damages
Leveraging Calculation Methodologies, Documentation, and Expert Evidence
March 10, 2021 • CLE • Live Webinar
This CLE webinar will provide trial counsel with an overview of how financial experts quantify lost profits to help them understand the framework, bases, and aspects of lost profits damages calculations. The panel will explain how to use this approach to prove or defend against a lost profits damage...
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OIG and CMS Voluntary Self Disclosures: Risks and Rewards of Self-Reporting
Leveraging Tools for Resolving Stark Law or Anti-Kickback Statute Violations
March 10, 2021 • CLE • Live Webinar
This CLE webinar will guide healthcare counsel on the OIG's Self-Disclosure Protocol (SDP) and settlements under CMS' Self-Referral Disclosure Protocol (SRDP). The panel will also outline guidance for evaluating the risks and rewards of disclosing potential violations.
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DOL Final Regulations on Shareholder Rights in ERISA Plans: New Mandates for Plan Sponsors...
Proxy Votes, Safe Harbors, Increased Burden Under Investment Duties Regulation, Pooled Veh...
March 10, 2021 • CLE • Live Webinar
This CLE webinar will guide employee benefits counsel and fiduciaries on the implications of the recent final DOL rule for the exercise of shareholder rights for benefit plans. The panel will discuss key provisions of the rule and potential implications to fiduciaries, ERISA plans and other stakehol...
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Opting Out of Class Actions: Advantages, Risks, Procedural Pitfalls, Settlement Leverage
Timing and Adequacy, Venue, Lessons From Recent Case Law
March 11, 2021 • CLE • Live Webinar
This CLE webinar will guide counsel for putative class members on what factors to consider when advising clients whether to opt-out of a putative class. The program will assist counsel for the defense on best strategies for keeping the class together. Whether to opt-out of a putative class action an...
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Patent Claim and Specification Drafting and Prosecution
Avoiding Traps That Lead to Royalty Free Licensing of Patented Technology
March 11, 2021 • CLE • Live Webinar
This CLE webinar will guide patent counsel on the impact of case law on daily U.S. patent practice. The panel will offer sound principles to prepare and prosecute patent applications to avoid traps for the unwary or careless claim terminology and untoward language in the specification. The panel wil...
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Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits
Selecting Trust Type, Protecting Assets, and Optimizing Tax Planning for Long-Term Care
March 11, 2021 • CLE • Live Webinar
This CLE webinar will provide counsel and advisers serving elderly clients with a focused review of crafting irrevocable trusts to meet VA and Medicaid eligibility requirements and achieve asset protection and tax savings for clients.
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Structuring Foreign Investment in U.S. Real Estate: Entity Selection and Transaction Struc...
FIRPTA, Determining Individual vs. Entity Ownership Structures, Achieving Optimal Tax Trea...
March 16, 2021 • CLE, CPE, EA • Live Webinar
This CLE/CPE webinar will provide tax counsel with a thorough and practical guide to structuring strategies and tax considerations for foreign investors in U.S. real estate. The panel will outline best practices for determining the purchasing entity and review tax planning opportunities in structuri...
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Coverage and Bad Faith Litigation: Depositions of Insurance Claims Handlers or Representat...
Deposition Strategies From Perspectives of Both Insurers and Policyholders
March 16, 2021 • CLE • Live Webinar
This CLE webinar will discuss deposition strategies for both insurers and policyholders to defend or take the claims handler or representative's deposition. The program will also review communications between the claims handler and insurance counsel and communications that may come under the attorne...
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Performance Bonds and CGL Insurance in Construction Projects: Navigating Interplay Between...
Minimizing Risks and Maximizing Recovery for Defective Workmanship and Property Damage
March 17, 2021 • CLE • Live Webinar
This CLE webinar will review the critical differences between insurance and suretyship and the interplay between CGL policies and performance bonds for losses involving defective work or property damage. Our panel of experts will discuss best practices to minimize construction project risk through b...
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Swaps in Commercial Finance Transactions: Coordinating Loan Terms With the ISDA Master Agr...
Documenting Covenants, Security, Voting and Control, Reporting, and Regulatory Issues
March 17, 2021 • CLE • Live Webinar
This CLE webinar will guide finance counsel on how interest rate swaps and other derivative products are used to hedge risk in loan transactions, how derivatives terms are appropriately integrated into loan documentation, and how to document the swap transaction to ensure consistency with the loan.
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Subordination and Recharacterization of Claims in Bankruptcy: Avoiding Pitfalls for Lender...
Navigating Circuit Split in Bringing or Defending Bankruptcy Preference Actions
March 17, 2021 • CLE • Live Webinar
This CLE webinar 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.
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Motor Carrier Claims for Negligent Entrustment, Hiring, Training, and Retention
Discovery, Apportionment of Fault, Strategies for Averting Punitive Damages, and More
March 17, 2021 • CLE • Live Webinar
This CLE webinar will guide personal injury counsel through the claims; historical, emerging, and waning defenses; and the impact of suspension in 2020 of "hours of operations" regulations for certain types of drivers on proving or defending negligent entrustment, hiring, training, or retention clai...
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Interest Deduction Limitations Under Section 163(j): New IRS Final Regs, Application to Pa...
Rules for Computing ATI, Determining Deduction Cap, Special Carryover and Transition Rules...
March 18, 2021 • CLE, CPE, EA • Live Webinar
This CLE/CPE webinar will address recent final IRS regulations on interest deduction limitations under Section 163(j). The panel will discuss the impact of the regulations on partnerships and CFCs, rules for computing ATI and determining the deduction cap, special carryover and transition rules, and...
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Allocating Risk in Real Estate Leases: Contractual Indemnities, Additional Insured Endorse...
Coordinating Lease Provisions With Insurance Coverage to Mitigate Landlord and Tenant Liab...
March 18, 2021 • CLE • Live Webinar
This CLE webinar will provide real estate counsel with a review of how parties in leasing transactions can allocate risk to protect their respective economic interests. The panel will address indemnification provisions, including those for actions arising from a party's negligence, additional insure...
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Commercial Lease Due Diligence in Real Estate Acquisitions: Key Issues and Best Practices
Buildout Obligations, Termination Rights, Purchase Options, Co-Tenancy, Rental Terms
March 23, 2021 • CLE • Live Webinar
This CLE webinar will prepare real estate counsel to evaluate lease provisions that may significantly affect commercial real estate purchasers. The panel will discuss the importance of tenant estoppels and provisions on tenant buildout, termination rights, expansion rights, purchase options, co-tena...
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Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving T...
Leveraging Available IRS and DOL Programs to Proactively Address Plan Mistakes and Minimiz...
March 23, 2021 • CPE • Live Webinar
This webinar will provide employee benefit plan auditors with best practices and the proper procedures to remedy serious and costly (but all too common) benefit plan errors through available IRS and DOL retirement plan correction programs. The panel will explain the processes and potential pitfalls...
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Drafting and Enforcing Automatic Renewal Clauses: Continuous Contracts and Subscription Se...
Consumer Protections, Penalties, Trends in California and New York and More
March 23, 2021 • CLE • Live Webinar
This CLE webinar will provide advice on drafting and enforcing automatic renewal provisions in subscription agreements and other continuous contracts. In addition to looking at nationwide trends, the panel will address the recent New York law that went into effect on Feb. 9, 2021, joining an increas...
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Navigating U.C.C. Issues in Real Estate Finance Opinions: The ABA/ACMA/ACREL/ACCFL U.C.C....
Necessary Background for Rendering and Receiving Opinion Letters for Transactions Beyond R...
March 24, 2021 • CLE • Live Webinar
This CLE webinar will provide real estate practitioners with guidance on giving and reviewing opinion letters relating to Uniform Commercial Code (U.C.C.) matters. The webinar will be based on the U.C.C. Opinion Report released in 2019 by the American Bar Association (ABA), the American College of M...
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Biotech Patents and Section 101 Rejections: Meeting Patent Eligibility Requirements
Leveraging Recent Decisions and USPTO Guidance to Overcome Rejections
March 25, 2021 • CLE • Live Webinar
This CLE webinar will guide patent counsel through strategies for overcoming Section 101 rejections of biotech patents. The panel will review recent case law and USPTO guidance on Section 101 patent eligibility and offer strategies to address Section 101 rejections.
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Reptilian Tactics: Litigating First-Party Insurance Cases
Responding to Reptile Techniques During Discovery, Deposition, Voir Dire, Opening Statemen...
March 30, 2021 • CLE • Live Webinar
This CLE webinar will guide insurance counsel on applying the "reptile theory" in first-party insurance cases. Our panel will explore tactics used by counsel for insureds to leverage this litigation strategy and steps insurers can take to neutralize them effectively. The panel will also discuss cons...
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Foreign Asset Information Reporting Requirements: Filing Thresholds, Reconciling Forms, En...
Fundamentals of Offshore Ownership Disclosures: FATCA, FBAR, Business Holdings on Forms 54...
April 22, 2021 • CPE, EA • Live Webinar
This webinar will provide tax advisers and compliance professionals with a sound foundation for individual taxpayers' complex foreign asset information reporting requirements. The webinar will identify specific classes of offshore ownership interests that require tax reporting when held by individua...
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Exercising Disclaimers in Estate Plans: Meeting Section 2518 Requirements
Avoiding Nonqualified Disclaimers and Disclaiming Inherited IRAs After SECURE
May 18, 2021 • CPE, EA • Live Webinar
This webinar will explain why disclaimers are powerful, tax-saving estate planning tools considering the constant flux of estate planning rules. Our panel of estate and trust veterans will discuss how disclaimers are used to incorporate flexibility in post-mortem planning for beneficiaries.
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