This CLE course will guide counsel advising parties involved in contaminated site cleanups on protecting the contribution interests of potentially responsible parties (PRPs) in seeking cost recovery against other PRPs. Read More

This CLE webinar will address how creditors can prevent the manipulation of Subchapter V by challenging the election eligibility and by paying careful attention to the projected disposable income. The panel will discuss options for small businesses, guide counsel through eligibility requirements und... Read More

This course will outline strategies that should be considered by estate and trust practitioners when preparing Form 1041. Our panel of estate tax veterans will identify ways to reduce tax for taxable and non-taxable estates and their heirs. Read More

This CLE webinar will guide counsel through the duties and rights between primary and excess carriers, the primary carrier's potential for extracontractual damages to the excess insurer, and the potential claim for the excess insurer to incur extracontractual damages for breaching its duties to the... 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 CLE webinar will review the current provisions in the Federal Acquisition Regulation (FAR) that impact federal contractors, the anticipated changes to these provisions under new federal law, and measures and best practices to prepare for the updated organizational conflict of interest (OCI) reg... Read More

This CLE webinar will provide employee benefits counsel an in-depth analysis of the U.S. Supreme Court's rulings in Loper Bright v. Raimondo and Corner Post Inc. v. Board of Governors of the Federal Reserve System and their impact on ERISA, employee benefits, and executive compensation. The panel wi... Read More

This CLE webinar will discuss the U.S. Supreme Court's recent decision in Securities and Exchange Commission v. Jarkesy and its impact on future enforcement actions where the SEC seeks civil monetary penalties. The panel will provide an overview and background of the decision, analyze the decision's... Read More

This CLE webinar will provide estate planners with a thorough and practical guide to funding trusts. The panel will discuss funding considerations for both revocable and irrevocable trusts, detailing funding considerations at formation, as well as review and evaluation of trust assets during operati... Read More

This CLE webinar will guide patent counsel on the Federal Circuit's recent decision in LKQ Corp. v. GM Global Technology Operations L.L.C. (May 21, 2024) and its implications for design patents. The panel will discuss the new test for obviousness and what hurdles it will present for design patents.... Read More

This CLE course will provide practitioners with practical advice regarding the use of non-consolidation legal opinions in commercial real estate financings. The panel will review the key elements of these opinion letters, highlight the attendant risks and potential liabilities, discuss the rights, o... Read More

This CLE webinar will provide attorneys, developers, and investors guidance on the process and eligibility for transferability of energy tax credits under current U.S. tax law, methods for making valid transfers, rules for transferors and transferees, challenges, and key considerations. Read More

This CLE course will address practical and proven approaches for plaintiff and defense counsel presenting evidence at trial regarding the plaintiff's mitigation of damages. Read More

This CLE course will familiarize counsel with the panoply of dram shop liability issues. These issues include the substantive bases of liability under dram shop acts, the procedural steps required under those statutes, statutory interpretation issues, and insurance coverage factors. Read More

This CLE course will assist in preparing family law attorneys to identify the important issues that arise in dividing military pensions, including navigating applicable federal laws and procedures, jurisdictional issues, and methods of pension division. Read More

This CLE webinar will provide a survey and comparison of U.S. state privacy laws. The panel will review the similarities and differences of current state privacy laws, highlight laws with high-risk areas of enforcement, and recommend strategies for establishing a privacy framework that is compliant... Read More

This CLE course will discuss liability management transactions currently being employed in the syndicated loan market, including "drop-down" and "uptiering" structures and how lenders might respond to these financing maneuvers. The panel will focus on liability management transaction issues highligh... Read More

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

This CLE webinar will guide energy counsel through the recent notable U.S. Supreme Court decisions in Loper Bright Enterprises v. Raimondo, Corner Post v. Board of Governors of the Federal Reserve System, and Securities and Exchange Commission v. Jarkesy. The panel will address the anticipated impac... Read More

This CLE webinar will provide corporate counsel with guidance on the U.S. Department of the Treasury's Financial Crimes Enforcement Network's (FinCEN) new interpretive guidance on reporting requirements for entities that are dissolved or cease to exist after Jan. 1, 2024. Learn the key takeaways fro... Read More

This CLE course will prepare trial attorneys to defend the depositions of corporate representatives during litigation. The panel will discuss how to respond to a Rule 30(b)(6) deposition notice and select and prepare witnesses for the deposition. The panel will also review the new "meet and confer"... Read More

This webinar will discuss defining, taxing, and withholding obligations of effectively connected income (ECI). Our panel of astute foreign tax specialists will review trade or business income requirements, fixed, determinable, annual, or periodic (FDAP) income, the Foreign Investment in Real Propert... Read More

This webinar will update SALT practitioners on the state tax implications of buying and selling digital assets. Our panel of cryptocurrency professionals will review the latest states' responses to buying, selling, and holding digital currency and similar assets, including state, sales, and unclaime... 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 course will provide tax advisers and compliance professionals with an advanced and practical guide to the reporting complexities and planning opportunities present in making Section 743(b) adjustments in the context of multi-tiered partnerships. The panel will outline the provisions of Rev. Rul... Read More

This webinar will review the updated Series W-8 reporting requirements for Forms W-8 BEN-E, W-8 BEN, and W-8 ECI. Our panel of foreign tax veterans will provide a comprehensive review of the reporting requirements and an explanation of the underlying tax legislation necessitating the preparation of... Read More

This CLE course will provide counsel with an overview and discussion of the unique aspects of unitranche loan facilities and the interplay of those aspects in restructuring and working out of a troubled loan. Read More

This CLE webinar will review Executive Order (EO) 14110, which seeks to position the U.S. as a leader in artificial intelligence (AI) technology. The panel will discuss the implications for the immigration of highly skilled workers in AI and STEM, measures taken by the government to date to implemen... Read More

This CLE course will provide renewable energy counsel guidance on the key provisions, challenges, and differences of long-term real estate agreements for solar, wind, and energy storage projects. The panel will discuss critical terms and negotiation points for leases, easements, and other contracts;... Read More

This CLE/CPE course will provide estate planning counsel and advisers with a practical guide to structuring trust protectors and directing party provisions into a trust or estate plan. The panel will discuss the specific duties to assign to trust protectors and potential risks to both the trustor an... Read More

This CLE webinar will review the scope of the Federal Rules of Evidence hearsay rules and the most common and complex exceptions. The panel will outline best practices for either getting evidence admitted or making sustainable objections. The panel will also discuss the applicability of hearsay rule... Read More

This CLE course will discuss utilizing Low-Income Housing Tax Credits (LIHTCs) and tax-exempt bonds in multifamily construction financing. The program will examine the mechanisms of each form of financing, how each impacts the other, and how current market trends and developments impact these financ... Read More

This CLE course will explore some of the most challenging clauses in commercial contracts: indemnification, representation and warranties, termination, and damages provisions. The panel will discuss critical elements of each, including triggers, scope, exclusions, cost allocation, enforceability, an... Read More

This CLE webinar will offer policyholder advocates better ways to think about and frame insurance coverage disputes for improved outcomes. The panel will suggest arguments, techniques, and practices that help counsel find more and better support for their policy language interpretations--sometimes i... Read More

This CLE webinar will guide patent counsel on the Supreme Court decision in Amgen Inc. v. Sanofi and the implications one year after the decision. The panel will discuss the decision's impact on the patent enablement requirement. The panel will offer best practices for satisfying the patent enableme... Read More

This CLE webinar will provide an overview of the Corporate Transparency Act (CTA) and its requirements as they relate to private funds and their sponsors and investment managers. The panel will discuss the CTA's beneficial ownership information (BOI) reporting requirements, what entities are require... Read More

This CLE/CPE webinar will provide tax attorneys and advisers guidance on key provisions and requirements of the Corporate Transparency Act (CTA). The panel will discuss key challenges stemming from the CTA, determining which companies are "reporting companies" and "beneficial owners" under the CTA,... Read More

This CLE course will discuss the crucial structural considerations and legal complexities of forming, launching, and operating a private real estate fund. The program will review how recent regulatory developments impact fund managers and investors regarding fees and expenses, co-investments, and co... Read More

This CLE/CPE course will provide employee benefits, ERISA counsel, and tax advisers with a thorough and practical guide to deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical tax rules impacting the structuring of deferred compensatio... Read More

This CLE webinar will guide banking and financial services practitioners through the recent U.S. Supreme Court decisions in Loper Bright v. Ramondo, Corner Post Inc. v. Board of Governors, Cantero v. Bank of America N.A., and SEC v. Jarkesy. The panel will analyze these decisions and the influence t... Read More

This CLE webinar will review the key considerations specific to carve-out deals and how more companies are utilizing carve-outs to unlock value and generate liquidity. The panel will discuss best practices for conducting due diligence and structuring the deal and review the risks and challenges uniq... Read More

This CLE/CPE webinar will provide estate planners an in-depth analysis of applicable rules, opportunities, and challenges when using IRS Section 1031 like-kind exchanges and Delaware statutory trusts (DST) in estate planning. The panel will provide guidance on IRS federal rules and regulations, key... Read More

This course will provide an overview of the policy reasons behind the throwback and throwout rules and discuss how the policy rationale has been shifting in addition to providing some practical examples. Our panel of state and local tax professionals will discuss nexus, apportionment allocations, an... Read More

This webinar will review the impact of recent significant changes to Portugal's tax guidelines and the impact of these changes on immigrants. Our panel of international wealth transfer veterans will discuss the tax ramifications of expatriating and residing in Portugal for U.S., UK, and other countr... Read More

This CLE webinar will take a deep dive into affirmative and negative covenants in loan agreements that are designed to preserve the creditworthiness of the borrower and protect the lender against downside risk. The panel will review the language and purpose of commonly used affirmative and negative... Read More

This CLE webinar will guide employment practitioners through the recent U.S. Supreme Court decisions in Loper Bright Enterprises v. Raimondo, which overturned the long-standing Chevron doctrine, and Corner Post Inc. v. Board of Governors of the Federal Reserve System, which expands the time period d... Read More

This CLE webinar will guide immigration attorneys through the recent notable U.S. Supreme Court decision in Loper Bright Enterprises v. Raimondo, which overturned the long-standing Chevron doctrine. The panel will address the significant anticipated impact these decisions will have on agency policie... Read More

This CLE webinar will offer guidance to insurance defense counsel in two increasingly common situations: when the insured is uncooperative but the case must be defended and when the insured may be missing and unlocatable. The panel will discuss how and why these situations arise, the tell-tale signs... Read More

This CLE webinar will discuss bringing or defending interstate motor carrier cargo claims under the Carmack Amendment to the Interstate Commerce Act. The panel will offer best practices for both shippers and carriers for resolving claims favorably. Read More

This CLE course will guide patent counsel on the use of secondary considerations to demonstrate or refute obviousness. The panel will examine what works and what does not when seeking to survive or defeat validity challenges. The panel will also review recent Federal Circuit decisions and Patent Tri... Read More

This webinar will prepare pass-through advisers to withstand IRS challenges to partners' basis calculations. Our panel of federal tax experts will guide partners and tax professionals through the calculations necessary to determine a partner's basis in a partnership, the IRS examination, and handlin... Read More

This CLE/CPE webinar will provide estate planning counsel with an in-depth analysis of the state taxation of non-grantor trusts and planning strategies for estate planners. The panel will address various state tax law issues, trust and trustee residency, and income sourcing challenges, as well as of... Read More

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

This CLE webinar will offer guidance for proving or defending punitive damages in personal injury cases. The panel will also address the current trend of plaintiffs' attorneys to seek and juries to award massive pain and suffering as a stand-in for punitive damages. Read More

This CLE webinar will discuss the American Bar Association's first formal opinion offering ethics guidance on the use of generative AI (GAI) in the practice of law. The panel will walk attendees through Formal Opinion 512 and the model rules that are implicated by the use of GAI, such as those on co... 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 CLE webinar will discuss data privacy and data security issues in the context of Section 363 sales, including disclosure obligations and the enforcement of state and federal data security and privacy laws. The panel will consider options for how a potential purchaser can be sure that the busine... Read More

This course will address calculating and maintaining partners' capital account balances under 704(b), GAAP, and tax basis reporting requirements. Our panel of partnership experts will explain the importance of each method, compare and contrast annual recording differences for each, and discuss how t... Read More

This CLE webinar will guide environmental practitioners through the recent U.S. Supreme Court decisions in Loper Bright Enterprises v. Raimondo, which overturned the long-standing Chevron doctrine, and Corner Post Inc. v. Board of Governors of the Federal Reserve System, which expands the time perio... Read More

This CLE course will guide counsel for companies in the medical device industry on protecting software as a medical device (SaMD). The panel will discuss the FDA rules regulating SaMD and how to leverage IP law to protect SaMD. Read More

This CLE webinar will provide guidance on the U.S. Department of Health and Human Services (HHS) Office for Civil Rights' (OCR) recently issued final nondiscrimination rules under Section 1557 of the Affordable Care Act (ACA). The panel will describe the final rule's requirements and how the rule ex... Read More

This CLE webinar will provide a comprehensive overview of brownfield property sales transactions. The panel will discuss the opportunities and risks associated with these transactions, particularly related to environmental liability, as well as federal and state law incentives. The panel will addres... Read More

This CLE/CPE webinar will provide tax professionals guidance on required foreign reporting obligations, best practices for avoiding penalties, and how to resolve past noncompliance for trusts and estates. The panel will discuss the potential impact of the SCOTUS ruling in Loper Bright, FATCA and FBA... Read More

This CLE course will guide M&A counsel concerning key private equity M&A transaction deal terms such as rollover equity, earnouts, seller paper, reverse break-up fees, and representation and warranty insurance. Read More

This webinar will review the unique aspects of auditing large and small construction companies. Our panel of construction industry experts will discuss revenue and cost recognition compliance, financial statement presentation and disclosures, and common GAAS and GAAP deficiencies found in these audi... Read More

This course will provide fiduciary tax advisers and compliance professionals with the tools needed to navigate the unique challenges in reconciling and completing Form K-1 for estate and trust beneficiaries. The panel will discuss income classification and allocation of the trust's income distributi... 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 CLE course will provide personal injury counsel for both plaintiffs and defendants, as well as adjusters, with practical tips and considerations for resolving Medicare and Medicaid liens to maximize recovery and ensure healthcare compliance in personal injury claims. Read More

This CLE course will guide employment defense litigators on strategically pursuing summary judgment motions in wage and hour class and collective actions. The panel will discuss considerations and best practices for drafting and leveraging summary judgment motions pre- and post-certification to disp... Read More

This CLE course will guide counsel in responding to external auditor inquiries concerning their client's litigation, claims, and assessments, and related financial reporting and disclosures. The panel will discuss recent developments and explain best practices for providing information regarding "pe... Read More

This webinar will outline the expiring individual and business provisions under the Tax Cuts and Jobs Act of 2017 (TCJA). The panelist will discuss the impact of the Act, planning for their withdrawal, and the probability that these lucrative benefits will be extended. Read More

This CLE/CPE webinar will provide guidance to tax counsel and advisers on notable U.S. Supreme Court decisions in Loper Bright Enterprises v. Raimondo and Corner Post Inc. v. Board of Governors of the Federal Reserve System. The panel will discuss the significant impact these decisions will have on... Read More

This CLE webinar will guide healthcare counsel on the Centers for Medicare and Medicaid Services (CMS) guidance for co-location arrangements, discuss the considerations for entering a co-location arrangement and the regulatory hurdles, and offer best practices for structuring and managing compliant... Read More

This CLE course will provide immigration attorneys with guidance on two new federal policies intended to aid noncitizen spouses and children to receive lawful permanent residence, and to enable Deferred Action for Childhood Arrivals (DACA) recipients to receive work authorization more quickly. The p... Read More

This CLE course 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. Read More

This CLE course will guide counsel on the rules and procedures governing fiduciary and compliance responsibilities of trustees and advisers in ESOP transactions. The panel will discuss the implications of recent DOL settlement agreements and best practices in satisfying fiduciary duties in ESOP tran... 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 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 panelist will discuss key factors in determining the taxability of distributions of cash and property, shareholder loans, sal... Read More

This CLE webinar will guide patent counsel on the use of bypass continuation applications. The panel will discuss the advantages of using the application along with the potential risks. The panel will also offer best practices for using the bypass application and navigating the process. Read More

This CLE webinar will guide trademark counsel on international trademark protection after Abitron v. Hetronic (U.S. 2023). The panel will discuss the implications of the decision and what U.S. trademark owners should do if they believe there is foreign trademark infringement. The panel will also add... Read More

This CLE/CPE webinar will provide tax attorneys and advisers guidance on the compliance and reporting requirements of the Corporate Transparency Act of 2021 (CTA) which took effect Jan. 1, 2024. Our panel will also address issues relating to (1.) the obligations of professional advisers to inform fo... Read More

This CLE course will analyze some of the potential coverage gaps and other coverage pitfalls possible in owner-controlled insurance programs (OCIP) and contractor-controlled insurance programs (CCIP) policies. The panel will address practical steps that the wrap sponsor and subcontractors can take t... Read More

This CLE course will provide guidance on procedural and strategic challenges for counsel defending environmental citizen suits under federal law. The panel will examine current cases and regulations that impact citizen suits and provide best practices to manage your clients' risks when facing citize... Read More

This CLE webinar will guide healthcare practitioners through the U.S. Department of Health and Human Services' Office for Civil Rights' (OCR) final rule amending HIPAA privacy regulations governing the use and disclosure of PHI related to reproductive healthcare information (RHI). The panel will dis... Read More

This CLE webinar will offer attendees a detailed analysis of why juries award runaway verdicts and how juries calculate them. The panel will discuss the impact of the current litigation climate on claims where coverage issues are present and the effect of the current litigation climate on excess and... Read More

This CLE webinar will offer strategies and best practices counsel can apply in negotiating and structuring agreements with IT service providers in the wake of the CrowdStrike incident. The panel will discuss the key contractual provisions and mechanisms to include in these agreements. Read More

This CLE course will provide an advanced discussion of tax considerations deal attorneys must consider when negotiating, structuring, and documenting M&A deals. The panel will discuss key issues relevant to stock sales versus asset sales, stock purchases with a Section 338 election, taxable transact... Read More

This CLE webinar will examine FRCP Rule 30's standard for deposition conduct, specifically as it relates to attorney behavior during depositions in employment litigation. The panel will discuss sanctionable behavior under Rule 30(d)(2), providing examples and case law support demonstrating how the c... Read More

This CLE webinar will discuss the important cybersecurity and disclosure considerations from the Southern District of New York's closely-watched ruling in SEC v. SolarWinds et al. ( SolarWinds ) wherein the court dismissed the SEC's novel cybersecurity disclosure and control claims against defendant... Read More

This CLE webinar will provide guidance to employee benefits counsel on managing data privacy and cybersecurity risks for ERISA healthcare and retirement plans, lessons from recent data breaches, ERISA fiduciary obligations, ERISA preemption of state data breach laws, and contractual risk mitigation... Read More

This CLE/CPE course will provide tax attorneys and professionals an in-depth analysis of key tax considerations for family offices under current tax law. The panel will discuss cases and legislation impacting the family office industry, considerations for structuring a family office, selected tax ma... Read More

This CLE webinar will provide immigration attorneys with an overview of the core concepts of employment-based immigration. The program will focus on key non-immigrant visa categories, permanent residence options and strategies, and practical considerations. Read More

This CLE course will provide bankruptcy counsel with updated and current instruction on the fiduciary duties of loyalty, due care, and oversight that directors and officers owe to the corporation and shareholders as a company slides into insolvency and who can enforce those duties if the company fil... Read More

This CLE course will provide corporate counsel with a framework for adopting deadlock-breaking mechanisms in limited liability company (LLC) operating agreements and potential state law consequences when no such arrangements are in place. The panel will also discuss arbitration and mediation provisi... Read More

This CLE course will examine current trends in the loan participation market, critical provisions of participation agreements, and best practices in due diligence for participating lenders. The panel will also discuss FDIC regulatory guidance regarding risk management for purchased loans and purchas... Read More

This CLE course will provide energy and finance counsel with a briefing on certain critical legal, tax, and financing issues in wind, solar, and battery storage projects. The panel will also review avenues to obtain financing for the project and leverage existing tax incentives. Read More

This CLE webinar will guide counsel on the validity of terms incorporated by reference in commercial real estate agreements. The panel will address how to clarify that the parties had knowledge of and assented to the incorporated terms. The panel will offer best practices for reviewing agreements wi... Read More

This CLE course will guide healthcare counsel on using representation and warranties insurance in healthcare transactions. The panel will examine when such insurance is appropriate, how it can be best utilized, and what should be covered. The panel will offer best practices for leveraging reps and w... Read More

This CLE webinar will discuss the newly approved Federal Rule of Civil Procedure Rule (FRCP) 16.1 governing multidistrict litigation (MDL) case management. Our panel will explain the problems that led to the need for a new rule, the key aspects of FRCP 16.1 and its Committee Note for practitioners,... Read More

This CLE course will guide estates counsel, trustees, and administrators on critical challenges in estate administration. The panel will discuss legal challenges and considerations in defending against or disputing distributions and accounting of assets, handling jointly held assets, spousal claims,... Read More

This CLE course will discuss key pitfalls facing additional insureds (AIs) in ensuring adequate coverage, including the presence of a self-insured retention (SIR) in the named insured's policy, the impact of "other insurance" provisions in the named insured's policies, and the interpretation of the... Read More

This CLE course will offer counsel new appreciation of the power and versatility of motions in limine to alter the course of litigation. The panel will guide counsel in how to use them proficiently and proactively to not only obtain rulings on critical pieces of evidence but also to educate the cour... Read More

This CLE course will guide counsel in responding to time-limited demands for payment of the policy limits without drawing a claim for bad faith. The panel will discuss controlling law and statutes, requests that do and do not trigger insurer obligations, safe harbors that may excuse a response, and... Read More

This CLE webinar will examine the use of social media evidence in workers' compensation claims from employee and defense perspectives. The panel will address how to advise employees on the use of social media once they have made a claim and to mitigate the risk of spoliation of evidence. The panel w... Read More

This CLE webinar will provide employee benefits counsel, plan sponsors, and administrators guidance on recently issued IRS final regulations implementing many of the SECURE 1.0 Act and SECURE 2.0 Act changes to the rules governing required minimum distributions (RMDs); and newly issued proposed regu... Read More

This CLE/CPE course will provide estate planning counsel and advisers an in-depth analysis of estate and tax planning strategies and opportunities for private equity and real estate fund managers. The panel will outline how planners can help structure transfers of carried interest to family members,... Read More

This CLE/CPE webinar will provide tax counsel and advisers an in-depth analysis of key tax planning techniques and challenges for real estate investors. The panel will discuss strategies for key tax planning considerations for the acquisition, ownership and ultimate disposition of real estate. Read More

This CLE course will provide guidance for counsel involved in negotiating and drafting intellectual property (IP) aspects of asset purchase agreements, including reps and warranties and ancillary agreements. The panel will also address key IP considerations in asset purchase transactions. Read More

This CLE webinar will provide M&A counsel with a thorough understanding of private equity (PE) take-private transactions. The panel will discuss why take-private deals are attractive under current market conditions and review key considerations for negotiating and structuring these deals. Read More

This course will explain foreign branches' tax considerations, including what constitutes a foreign branch and its U.S. reporting obligations, calculating foreign branch income and the related foreign tax credit, and the recent 267A anti-hybrid regulations. Read More

This CLE webinar will provide a detailed examination of the U.S. FDA's recently issued new draft guidance on developing diversity action plans (DAPs) for certain drug and device clinical trials to increase enrollment of historically underrepresented populations. The panel will discuss when DAPs are... Read More

This CLE/CPE webinar will provide tax professionals a detailed analysis of recently issued IRS final regulations for prevailing wage, apprenticeship, and beginning of construction requirements under the Inflation Reduction Act (IRA). The panel will discuss key provisions of the final regulations; ru... Read More

This CLE webinar will discuss the problem of fraudulent Uniform Commercial Code (UCC) filings. The panel will explore the various types and tactics of fraudulent UCC filings, the businesses and individuals most frequently targeted by fraudulent filers, the impact of fraudulent UCC filing activity, a... Read More

This CLE webinar will guide practitioners through the process of bringing and defending adverse possession claims, providing practical instruction and litigation strategies. The panel will discuss how to determine when an adverse possession claim is necessary. The panel will also address defenses an... Read More

This CLE course will prepare counsel to trademark owners to develop and implement effective trademark enforcement strategies. The panel will review recent developments that may impact trademark enforcement efforts. Read More

This webinar will review the Corporate Transparency Act and its beneficial ownership reporting requirements. Our panel of astute tax professionals will walk you through the key definitions and the new reporting requirements and offer suggestions on complying with the Act for companies, trusts, and i... Read More

This webinar will take a fresh look at gifting strategies that will help clients maximize the use of their gift tax exemption in the current estate planning environment. Our expert panelists will provide an overview of gifting methods, including using the annual exclusion, gift-splitting, GRATS, net... Read More

This CLE/CPE webinar will provide guidance to estate planners on the impact of new reporting requirements and compliance for trusts and estates under the Corporate Transparency Act (CTA). The panel will discuss the CTA beneficial ownership information reporting rules, how these rules apply to trusts... Read More

This course will provide tax professionals, including accountants and attorneys, with a detailed review of the advantages and applications of intentionally defective grantor trusts (IDGTs), tax planning approaches that utilize IDGTs, and related tax compliance. Read More

This CLE course will guide healthcare counsel on negotiating managed care agreements. The panel will discuss current trends in contract negotiations, key provisions in the agreements, recent court treatment, and practical tips for resolving common areas of dispute. Read More

This CLE webinar will discuss what may be an uptick in courts' willingness to grant sanctions in class actions, the types of sanctions available, significant cases granting or denying sanctions in class actions, and the types of conduct that warrant the most severe sanctions, as well as offer strate... Read More

This CLE webinar will discuss the transportation worker exception to the Federal Arbitration Act (FAA), specifically how lower courts are applying Bissonnette v. LePage Bakeries Park St. L.L.C., 601 U.S. ___ (2024), and the circuit split over "last mile" transportation workers. The panel will also a... Read More

This CLE course will provide IP counsel with guidance on securing ownership to IP created by employees or independent contractors. The panel will discuss strategies for structuring employee assignment agreements and third-party contractor agreements. The panel will also address key provisions, carve... Read More

This webinar will examine common events triggering partnership revaluations and discuss how to maintain and report Section 704(c) layers. Our panel of partnership transaction experts will walk practitioners through common scenarios requiring book-ups and book-downs and offer advice on facilitating t... Read More

This CLE webinar will provide perspectives and experiences to help counsel navigate through 401(k) plan issues in stock purchase M&A transactions that materially affect the transaction. The panel will discuss key considerations for plan termination and plan merger, avoiding unexpected liability, the... Read More

This CLE/CPE webinar will discuss the effects of granting, vesting, and selling profits interests in partnerships along with the benefits and burdens of awarding these equity rights. The panel will discuss the recent U.S. Tax Court decisions, key tax considerations when structuring profits interests... Read More

This CLE/CPE webinar will provide guidance to estate planners and advisers on the impact of the SECURE Act 2.0 on estate planning and administration. The panel will discuss regulatory and tax rules stemming from the SECURE Act 2.0 and opportunities for retirement benefits, trusts, and distributions.... Read More

This CLE course will advise employment counsel on claims brought under California's Labor Code Private Attorneys General Act of 2004 (PAGA) and the impact of new legislative changes affecting claims made on or after June 19, 2024. The panel will discuss the reach and limitations of representative cl... Read More

This CLE webinar will guide environmental practitioners through the U.S. EPA's long-awaited final rule regulating the use of ethylene oxide (EtO) by commercial sterilizers. The panel will discuss the rule's stricter emissions control standards, new reporting requirements, and best practices for assi... Read More

This CLE webinar will discuss how the current distressed commercial real estate market may lead to an increase in the number of disputes between lenders and borrowers and guarantors or other third parties. The panel will provide guidance on how lenders can protect themselves from liability claims wh... Read More

This CLE webinar will provide a comprehensive overview of the contract structures used in very large construction projects, including traditional engineering, procurement, and construction (EPC), and engineering, procurement and construction management (EPCM) agreements. The panel will discuss the t... Read More

This CLE course will discuss advanced and emerging debtor-in-possession (DIP) financing issues that are the subject of significant judicial scrutiny and intense negotiations between DIP lenders and other secured creditors. The panel will address the rise of aggressive equity-linked or convertible fa... Read More

This CLE webinar will discuss the Corporate Transparency Act (CTA) and its impact on the M&A process. The panel will explore how the CTA's requirements influence the entire M&A process including entity formation, enhanced due diligence, post-transaction filings, contractual considerations, and amend... Read More

This CLE course will guide elder law practitioners in preparing Medicaid appeals at administrative fair hearings and in state and federal court. The panel will address winning strategies for advocating on behalf of Medicaid applicants and beneficiaries facing reductions, terminations, or denials of... Read More

This CLE webinar will advise real estate counsel on the particular due diligence concerns when acquiring a hotel property. The panel will address how counsel should evaluate both physical assets as well as the operating business of the hotel. The panel will discuss best practices for assessing the f... Read More

This course will assist practitioners and foundation managers with tricky reporting issues encountered when preparing Form 990-PF, Return of Private Foundation. Completing Form 990-PF is complicated and not necessarily intuitive. The panel will discuss best reporting practices to avoid red flags. Th... Read More

This CLE course will provide guidance to attorneys for identifying the diagnostic criteria of post-traumatic stress disorder (PTSD) in car, truck, and even aviation accident victims and pursuing appropriate compensation. The panel will discuss best practices for proving and defending PTSD claims and... Read More

This CLE course will offer guidance to private and local government attorneys negotiating development agreements. The panel will discuss and provide examples of key terms to ensure effective implementation and protect against challenges to the arrangements. Read More

This CLE webinar will provide counsel with an overview of the legal landscape as it applies to entrepreneurs who seek lawful immigration status in connection with establishing, owning, or continuing a startup or small business in the United States. The program will focus on the various options and p... Read More

This CLE webinar will discuss the importance of organizations having effective data mapping strategies and programs in place. The panel will provide practical tips when advising clients on designing and implementing a data mapping program that meets the needs of the organization and complies with da... Read More

This CLE course will review this government guidance through the lens of continuing and emerging risk areas seen in case law. Read More

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

This course will provide tax counsel with a practical guide to the key tax considerations in structuring corporate spin-offs and carve-outs. The panel will examine key legal, business, and tax considerations for deal structuring, economic terms, due diligence, asset transfers, and more. Read More

This course will provide tax professionals with an instructive review of the top recent state corporate income tax cases. Our panel will discuss SALT cases spanning substantive areas, including nexus, apportionment, non-business income, the tax base, sales factor sourcing, and unitary combined repor... Read More

This CLE webinar will examine the impact that the U.S. Supreme Court's holding in Students for Fair Admissions Inc. v. President & Fellows of Harvard College (2023) ( SFFA) has had on corporate DEI programs in the year since it was decided, especially in light of Muldrow v. City of St. Louis, Missou... Read More

This course will provide accounting and tax professionals with a deep dive into the tax treatment of Section 751 hot assets when a partner disposes of their partnership interest. The panel will discuss identifying, calculating, and reporting ordinary income from hot assets in the sale of a partnersh... Read More

This CLE webinar will guide attorneys through one of the most challenging of all issues: convincing insurance carriers to settle for the policy limits while defending a potentially non-covered claim under a reservation of rights when taking into account almost certain damages exceeding policy limits... Read More

This webinar will provide an overview of the treaty-based mutual agreement procedure (MAP) mechanism for resolving double taxation between countries. Our panel of international dispute resolution specialists will explore tax treaty basics, U.S.-specific strategic considerations, the likelihood of do... Read More

This CLE webinar will offer guidance to counsel representing trustees in operating Chapter 11 cases, as well as insight for those dealing with Chapter 11 trustees. The panel has first-hand experience with the challenges encountered by Chapter 11 trustees and will start by briefly reviewing appointme... Read More

This CLE webinar will provide real estate practitioners with a comprehensive overview of representations and warranties insurance (RWI) and discuss the types of transactions for which counsel should recommend their clients purchase RWI. The panel will describe RWI benefits and risks for buyers and s... Read More

This CLE webinar will discuss car accident spine injuries from rear-end collisions and offer guidance on recurring challenges related to preexisting conditions and causation. Read More

This course will provide tax advisers with a practical guide to navigating the net investment income tax (NIIT) rules as they apply to self-employed taxpayers and offer tax reduction strategies for minimizing the NIIT. The panel will discuss NIIT calculations and planning opportunities. Read More

This CLE course will examine key provisions found in a construction completion guaranty and selected points that are subject to negotiation. Read More

This webinar will explore the exponential growth of artificial intelligence (AI) and its application in tax and accounting firms. Our panel of technology experts will guide practitioners through practical applications of AI and ChatGPT and explain how its growth will impact the profession in the fut... Read More

This CLE webinar will provide trust and estate attorneys guidance on the opportunities and challenges in utilizing artificial intelligence (AI) in trust and estate planning and in the marketing and management of a law practice. The panel will discuss how AI applies to estate planning, drafting and p... Read More

This CLE webinar will discuss key terms and drafting considerations for lease-to-own agreements and how these differ from traditional commercial leases. The panel will address under what circumstances these agreements should be considered and what risks and benefits they have for owners and tenant/b... Read More

This CLE course will discuss strategies for using claims handling experts in various types of bad faith insurance cases, including first-party property, underinsured/uninsured motorist, and excess liability claims, as well as expert qualifications, the admissibility of their testimony concerning leg... Read More

This webinar will review state requirements for taxing inbound foreign income. Our panel of SALT experts will explain state nexus determinations and the impact of U.S. income tax treaties on state income and reporting requirements, as well as provide examples of the application of these rules in spe... Read More

This CLE webinar will discuss the influence of political leanings and conspiracy theories on juries and how to address them. The panel will review traditional views on the relationship between politics and responsibility, the psychological make-up of a conspiracy theorist, why it has become signific... Read More

This CLE/CPE webinar will provide estate planning counsel and advisers with an overview of private foundation excise tax rules and a practical guide to self-dealing rules. The panel will also discuss pitfalls to avoid, corrective measures, and avoiding penalties. Read More

This CLE course will look at how to take a standard "long-form" stock purchase agreement or asset purchase agreement and curate it to fit smaller ($25 million or less) deals more appropriately. The panel will also include practical tips and tricks for documenting and closing smaller deals efficientl... Read More

This CLE course will highlight legal developments for employee benefits counsel to consider when drafting and negotiating representations, covenants, and indemnification provisions addressing employee benefit plans and executive compensation programs in the context of mergers and acquisitions. The p... Read More

This CLE course will provide bank counsel with an analysis of Regulation W, which governs transactions that banks may conduct with affiliates, and best practices for compliance. The panel will also discuss the impact of Dodd-Frank mandates, including Sections 608 and 619, on the affiliate transactio... Read More

This webinar will discuss strategies to accelerate deductions for real estate improvements. Our expert panel of real estate tax professionals will break down the complex guidelines surrounding these purchases including the tangible repair regulations, available safe harbors, and expensing elections.... Read More

This CLE webinar will provide a comprehensive overview of workers' comp issues unique to employers with remote employees. The expert panel will provide guidance on assisting clients to develop policies and procedures to define an employee's work environment and to handle workers' comp claims made by... Read More

This CLE course will guide counsel in evaluating, negotiating, and structuring enterprise resource planning (ERP) software installation and service agreements. The panel will review current issues and trends in ERP implementation projects, negotiating with ERP vendors, and best practices and strateg... Read More

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

This CLE course will provide practical guidance on drafting severance and confidentiality agreements that will withstand heightened SEC, EEOC, NLRB, and OSHA scrutiny. Read More

This CLE course will answer concerns that real estate counsel must consider when representing buyers and sellers in real estate transactions. The panel will address both the most common issues that buyers face and the issues that sellers often overlook in order to minimize liabilities. Read More

This CLE webinar will examine the impact that the first Executive Order (EO) providing formal presidential direction on mitigating national security risks has had on CFIUS regulation in the two years since it was issued. The panel will discuss CFIUS developments, lessons from recent CFIUS decisions,... Read More

This CLE webinar will discuss defending nursing homes in cases involving decubitus ulcers a/k/a pressure ulcers, pressure wounds, pressure sores, bedsores. The panel will also address the impact of new regulatory changes for wound care that became effective on Oct. 1, 2023. Read More

This webinar will provide tax professionals with a comprehensive understanding of the available IRS alternative dispute resolution (ADR) techniques. Our astute panel of tax controversy experts will offer procedural and strategic insights into resolving disputes with the IRS efficiently and effective... 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 webinar will cover critical state tax developments in California for tax advisers working with companies that may be liable for California income/franchise, sales and use, and/or other state and local taxes. Our presenters will explore the following topics: California's current response to the... Read More

This CLE course will discuss the various uses of swaps and other derivative products to hedge risk in real estate finance transactions, integrate derivatives into loan documentation, and document the swap transaction to ensure there is consistency with the loan. Read More

This CLE webinar will guide immigration attorneys on the process of applying for temporary employment authorization for individuals seeking asylum. The panel will discuss the rules, restrictions, key deadlines, and common issues that may arise during the application process. Read More

This course will discuss the hierarchy of basis, at-risk, passive activity loss (PAL) limitations, net operating loss (NOL) limitations, and steps to avoid and mitigate the limitation of losses for owners of partnerships and S corporations. Read More

This CLE/CPE course will provide tax counsel and advisers guidance for calculating Subpart F and passive foreign investment company (PFIC) inclusions and final tax rules and regulations. The panel will discuss key provisions of the final rules, the impact on U.S. investors who own interests in forei... Read More

This course will explain the taxation of distributed assets and whether the distribution carries out DNI (distributable net income) to the beneficiary for fiduciaries and estate tax advisers. Our panel of fiduciary tax veterans will analyze specific, formula, and residuary bequests made to individua... Read More

This webinar will review state methods of depreciating and expensing assets. Our panel of state and local tax veterans will identify which states comply with federal provisions, including bonus depreciation and Section 179 expensing guidelines, outline which states do not and the alternative methods... Read More

This CLE webinar will discuss strategies for discovering policyholders' communications with their legal counsel, including counsel's work product. The program will review which states have weakened or destroyed insurers' testimonial and work product privileges, the severe consequences of treating co... Read More

This course will examine complex tax clauses in operating agreements to assist tax practitioners in identifying and implementing these key provisions in accordance with partners' expectations and existing regulations. Read More

This CLE course will provide commercial business litigators with a game plan when litigating breach of fiduciary duties claims, focusing on causes of action, defenses, remedies, and proof. The program will discuss litigation strategies from the perspectives of plaintiffs and defendants. Read More

This CLE course will address advanced payment issues in construction projects, including change orders and extra work. The panel will provide practical guidance to construction practitioners for differentiating between actual versus perceived changes; undocumented oral change orders; changes due to... Read More

This CLE webinar will guide practitioners through federal and state regulations governing the offshoring of patient data in the healthcare industry. The expert panel will discuss how offshoring is being used in the industry and how this may create conflicts with privacy regulations and material cont... Read More

This CLE webinar will guide healthcare counsel on the recent reporting requirements for parties involved in healthcare M&A deals in 2024 and beyond. The panel will examine the state legislative--and certain judicial--activity related to scrutiny of healthcare M&A deals and will discuss how the new l... Read More

This course will provide tax advisers and compliance professionals with a practical guide to the basic calculations and reporting requirements for U.S. taxpayers and exiting green card holders. The panel will discuss the rules of Section 877A, determining whether a taxpayer is a covered expatriate,... Read More

This course will discuss Roth IRAs and Roth conversions for tax advisers working with clients eligible to make IRA contributions, conversions, and withdrawals. The panelist will discuss determining taxpayers who benefit most from conversions, calculating the tax on a Roth conversion, and--most impor... Read More

This CLE webinar will discuss what class action lawyers and administrators can do to stem the proliferation of fraudulent claims in class action settlements--in particular consumer class actions. The panel will review the impetus for filing of fraudulent claims, how the claims get filed and by whom,... Read More

This CLE webinar will guide healthcare counsel on the Corporate Transparency Act (CTA) and what it means for healthcare entities. The panel will provide an overview of the CTA and will discuss how the new CTA requirements apply to physician groups, physician-hospital joint ventures and other joint v... Read More

This course will offer corporate tax and financial professionals best practices for managing sales and use tax recovery projects. The panel will discuss how to identify potential tax overpayments and how to work through the recovery process with internal stakeholders, external consultants, and/or st... Read More

This CLE/CPE course will guide trusts and estates counsel on leveraging spousal lifetime access trusts (SLATs) in estate planning in light of the current and ever-changing tax law. The panel will discuss critical issues concerning income, gift, estate, and GST taxes, including pitfalls to avoid. The... 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 course will delve into effective approaches for maximizing Social Security benefits and comprehending the fundamental aspects of Medicare. This comprehensive session will feature two distinguished experts who will unravel the intricacies of Social Security and Medicare, offering invaluable advi... Read More

This CLE course will prepare employee benefits counsel to represent plan fiduciaries and sponsors facing Department of Labor (DOL) investigations or lawsuits. Our experienced panel will discuss how to navigate the investigation process, offer practice pointers on working with the Employee Benefits S... Read More

This webinar will discuss the regulations under Section 469 subjecting taxpayers who materially participate in a trade or business activity to self-rental rules for property leased to the business. The panelist will review types of property and taxpayers subject to the rules, exceptions and grouping... Read More

This CLE course will provide in-house counsel with guidance on best practices for compliance with ethical rules and how the decisions in recent ethics cases have attempted to clarify the obligations as both an employee of and adviser to the business, which serves as the client. Read More

This CLE course will provide a refreshing and entertaining approach to contract drafting by exploring what not to do and why not to do it, as well as what to do instead. In addition, the program will review the evolution of contract drafting and why strategies that worked in the past may be less sui... Read More

This CLE/CPE course will provide tax professionals with comprehensive guidance on recent IRS focus on abusive basis-adjustments transactions and navigating applicable tax rules and IRS examinations. The panel will discuss the potential application of the rules and proposed regulations, IRS challenge... Read More

This webinar will explain how preferred partnership freezes can minimize estate taxes for high net worth individuals and closely held businesses. Our panel of wealth transfer experts will identify ideal situations for freeze partnerships, review the mechanics of establishing these partnerships, prov... Read More

Join our dynamic CLE webinar as our expert panel dives into the strategic use of licenses versus leases for short-term occupancy. Our panel will break down when a license is the ideal choice, the critical contract terms that must be included, and the powerful termination provisions and remedies avai... Read More

This CLE course will discuss the interplay between several critical terms in supply chain agreements: indemnification, consequential damage disclaimers, force majeure, termination, and warranty provisions. Our panel will discuss practical guidance for structuring these terms and best practices as di... Read More

This CLE/CPE webinar will provide tax counsel and advisers with a detailed guide to the tax issues of various types of private investment funds, including private equity, venture capital, and real estate funds. The panel will discuss the tax implications of various fund structures, identify potentia... Read More

This webinar will discuss the wide reach of IRC Section 988 and explain the tax treatment of foreign currency transactions on businesses, CFCs, and Americans living abroad. Our panel of international tax experts will cover transactions taxed under Section 988, tax-saving elections, and the exception... Read More

This CLE course will examine the filing requirements of the Hart-Scott-Rodino (HSR) Act in connection with proposed mergers and other corporate actions and responding to inquiries from the FTC and DOJ. The panel will discuss HSR aggregation rules that can lead multiple transactions to be aggregated... Read More

This CLE webinar will provide estate planners guidance on key estate and tax considerations when developing and implementing an appropriate succession plan. The panel will discuss entity structures, leveraging available tax benefits, and incorporating gift and estate planning in a succession plan, a... Read More

This webinar will explore taxing and structuring earnout agreements. Our knowledgeable panel of exit planning professionals will review types of earnouts, the tax implications of these arrangements from the buyer's and seller's perspectives, and case studies of typical earnout agreements. Read More

This webinar will review the initial considerations of obtaining a green card and how to successfully abandon or revoke the same. Our panel of seasoned foreign immigration experts will detail which taxpayers are the best candidates for green cards, when a VISA is a better alternative, the eight of 1... Read More

This course will provide tax professionals with a comprehensive and practical guide to navigating the procedural and efficient ways to obtain a penalty abatement. The panel will cover domestic and foreign information abatement requests and offer valuable tools for compiling and submitting the appeal... Read More

This webinar will review how transfers of partnership interests to partners are taxed and reported. Our panel of astute federal tax experts will break down the tax treatment of these interests by type of arrangement, review Section 83(b) elections, and discuss recent court decisions pertaining to th... Read More

This CLE course will review critical provisions in clinical trial agreements (CTAs), discuss variations in study site organizations and the potential impact on CTA signatories, outline best practices for structuring effective provisions and contracts, and guide healthcare counsel on handling the pot... Read More

This CLE course will prepare counsel representing prime contractors or subcontractors in federal government contracts to negotiate and implement the complex Federal Acquisition Regulations (FAR) subcontractor flowdown terms and requirements. The panel will offer best practices--including distinguish... Read More

This course will provide nonprofit organization professionals and counsel with a practical guide to the planning and reporting implications when a donor contemplates gifting an interest in a partnership or an LLC to an exempt organization. The panel will outline gifting impacts to donors, detail the... Read More

This CLE/CPE course will provide tax counsel and ERISA attorneys a detailed analysis of the tax rules governing foreign pension accounts, with a specific focus on avoiding penalties for noncompliance. The webinar will go beyond the basics to offer useful practice pointers on the application of IRC 4... Read More

This webinar will identify the most frequent foreign entity structures encountered by U.S. international tax practitioners and their U.S. reporting requirements. Our panel of astute foreign tax professionals will divulge how these structures correspond with U.S. entity reporting structures, how they... Read More

This webinar will analyze the Internal Revenue Service's recently released three-part guidance package targeting related party partnership basis shifting transactions. The panel of esteemed tax attorneys will discuss the impact of these new rules, including offering advice for examining existing rel... Read More

This CLE/CPE course will provide tax professionals guidance on key U.S. tax planning strategies available to foreign nationals and pitfalls to avoid. The panel will discuss key considerations for resident and nonresident aliens for U.S. tax purposes, sourcing of income and challenges that disrupt ta... Read More

This course will provide CPAs and tax advisers with a practical guide to navigating the amnesty programs available to rectify a client's failure to properly file required international information forms such as the FBAR, Form 8938, and Forms 5471 and 5472. The panel will focus on compliance professi... Read More

This CLE course will discuss legal best practices for selecting a 3(38) investment manager and outline key steps in structuring and documenting the investment manager relationship. Our panel will review the recent regulations that significantly impact the QPAM exemption, how best to negotiate and dr... Read More

This CLE course will guide corporate secretaries, inside and outside counsel, and other governance professionals in implementing best practices for board of director meetings to guard against breach of fiduciary claims and other legal challenges to director actions. The panel will discuss critical c... Read More

This course will provide tax advisers with a thorough and practical guide to navigating Section 469, the passive activity loss (PAL) limitation rules, calculating PAL amounts, and PAL carryforwards. The panel will discuss the separate calculations required and describe the interrelationship between... Read More

This CLE/CPE course will prepare tax counsel to nonprofits to properly establish joint ventures or other business alliances, including structuring the business entity, defining the scope of activities and intended operations, maintaining tax-exempt status, and addressing UBIT and Form 990 disclosure... Read More

This CLE/CPE webinar will provide tax counsel and advisers guidance on applicable rules regarding charitable income tax deductions and planning and pitfalls to avoid. The panel will discuss income tax charitable deduction rules under current tax law, substantiation and reporting requirements, the im... Read More