Accreditation and CLE Rules for New Jersey

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New Jersey attorneys are required to take 24 credit hours every 2 years including 5 credit hours of Ethics and Professionalism, with a minimum of 2 credits of Diversity, Inclusion, and Elimination of Bias.

New Jersey attorneys can earn all 24 CLE credit hours with us including 5 credit hours of Ethics and Professionalism with a minimum of 2 credit hours of Diversity, Inclusion, and Elimination of Bias using our Online, iOS/Android App, and Live Webinar courses.

*CLE Rule Update: The New Jersey CLE Board has revoked the Covid exception and reinstated the Live CLE requirement in NJ effective 1/1/2024. Additionally, NJ has amended the CLE Regulations with BCLE Reg. 103:1(n) and expanded the definition of Live Instruction. Our Live Interactive webinars meet this definition of Live CLE in NJ. Therefore all NJ attorneys can satisfy their entire requirement with our Online, iOS/Android App, and Live Webinar courses.

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NJ Non-Resident Bundles

Each active New Jersey attorney is permanently assigned to one of two compliance groups for CLE purposes.

Group 1 is attorneys with birthdays in January through June and must complete their CLE by 12/31 every odd numbered year (12/31/2023, 12/31/2025, etc…)

Group 2 is attorneys with birthdays in July through December and must complete their CLE by 12/31 every even numbered year (12/31/2022, 12/31/2024, etc…)

Newly Admitted Attorneys in New Jersey must complete 24 credits of approved CLE in their first full two-year compliance period. Of the 24 credits at least 5 credits must be in Ethics/Professionalism, of which at least 2 must be in Diversity, Inclusion, and Elimination of Bias. Additionally, 16 credits must be in any 6 of the following 12 subject areas: New Jersey Basic Estate Administration, New Jersey Basic Estate Planning, New Jersey Civil or Criminal Trial Preparation, New Jersey Family Law Practice, New Jersey Real Estate Closing Procedures, New Jersey Trust and Business Accounting, New Jersey Landlord/Tenant Practice, New Jersey Municipal Court Practice, New Jersey Administrative Law, New Jersey Labor and Employment Law, New Jersey Worker's Compensation Law, and New Jersey Law Office Management. A minimum of one credit must be taken in New Jersey attorney trust & business accounting fundamentals. NJ Newly Admitted Attorneys can satisfy all of their credit hours with us using our Online, iOS/Android App, and Live Webinar courses.

Supreme Court of New Jersey Board on Continuing Legal Education
PO Box 965
Trenton, NJ 08625-0965
Phone: (609) 815-2930
https://www.njcourts.gov/attorneys/cle

How to Structure Employment Agreements and Employee Equity Offerings to Avoid Section 409A Tax Traps

SKU: EMPL5600 Back to Course Listings

New Jersey CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .

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About This Course

Almost any agreement, arrangement or program for the deferral of compensation for employees or service providers is effected by Section 409A of the tax code. This CLE course will provide a comprehensive overview of Section 409A and its primary provisions. The course will also explain the framework for structuring a stock option as well as ensure compliance for phantom equity plans and agreements related to employment and severance.

Lecturer Bios

David Schulder, Esq.

David Schulder works closely with clients to structure transactions to achieve the most favorable tax results. His practice encompasses all aspects of federal, state, local and international taxation, with an emphasis on onshore and offshore investment funds, venture capital transactions, corporate acquisitions, financial instruments and real estate acquisitions and dispositions.

Michele Gibbs Itri, Esq.

Michele K. Gibbs works closely with clients to structure transactions to achieve that most favorable tax results. Her practice encompasses all aspects of federal, state, local and international taxation, with an emphasis on onshore and offshore investment funds, venture capital transactions, corporate acquisitions, financial instruments and real estate acquisitions and dispositions.

Financial Services Matters: Michele assists clients in the structuring of onshore and offshore investment funds (such as general equity funds, fund of funds, distressed debt funds, arbitrage funds and global macro funds).

Corporate Matters: Michele assists clients in the structuring and organization of private partnerships and limited liability companies (primarily investment management and real estate management companies and start-ups).

Lynn Sommer

Lynn Sommer has more than 15 years of valuation and transaction advisory service experience with both public and private companies, providing fairness and solvency opinions, strategic alternatives analyses, and valuations for a variety of purposes including tax and financial reporting.

Prior to joining Cabrillo Advisors, Ms. Sommer’s valuation and advisory experience spanned the Big 4 and Houlihan Lokey. In addition, she was most recently a Senior Director at Alvarez & Marsal in New York, where she was an integral senior member of the firm’s transaction opinion services practice.

Ms. Sommer earned a Bachelor’s Degree in Business Administration in Economics from Colgate University and an MBA in Finance and Accounting from New York University’s Stern School of Business. Ms. Sommer is a frequent speaker on valuation topics and has chaired several committees for and served on the Board of Directors of the Association for Corporate Growth in Los Angeles.

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Accreditation and CLE Rules for New Jersey

How to Structure Employment Agreements and Employee Equity Offerings to Avoid Section 409A Tax Traps

New Jersey CLEAccreditation Info

About This Course

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