New York CLE - Tax Law Courses
New York CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited NYS CLE Provider. To view our full accreditation details please .
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Insufficient Funds: Representing Clients on Tax Matters When the IRS Comes Knocking on Their Door
Regardless of your financial situation, filing of tax returns by the deadline is an absolute must. But what happens when an unexpected event – such as divorce, an accident, or other catastrophe – results in a tax debt that is simply beyond one’s capabilities. This CLE course will offer various options and procedures to resolve your clients IRS situation. More Info
$552Prof Practice -
Captive Insurance: State and Local Tax Issues
Taxes, both state and local, for captive insurance is gaining increased interest from state departments as a tool to generate revenue. But these taxes are not widely understood. This CLE course will provide captive insurance professionals a comprehensive overview of the basics of income and franchise taxes, sale and use taxes and how they may be applicable to different types of captive insurance taxes. Designed to help skilled practitioners stay up-to-date on the legal and regulatory issues surr... More Info
$291Prof Practice -
Captive Insurance: Strategies & Tactics
Exploring captives structuring techniques within the framework of recent cases brought to tax court, this CLE course will introduce corporate attorneys to how captive insurance companies operate on the basis of the profitability that captives provide to their affiliate groups. The course will also examine the ways in which captive insurance can be used to minimize costs for healthcare benefits and workers’ compensation plans. More Info
$551.5Prof Practice -
Technology and Estate Planning
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even those are not necessarily making full use of their applicability in creating a more efficient and creative format for clients. This CLE course, presented by Betsy Ehrenberg of Legacy Concierge, will present various software solutions to help attorneys... More Info
$291Law Prac Mgmt -
Creative Cutting Edge Trust Planning Strategies
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spectrum. This CLE course will review planning techniques, from the creative and cutting-edge to the straightforward and standard, that will help you better serve your clients in the current environment. The uses of non-grantor trusts for income tax and other ben... More Info
$552Prof Practice -
Asset Protection Planning
Minimizing a client’s exposure to risk in advance of a risk presenting itself is a key role for any attorney. Asset protection is just one method of doing so. This CLE course will present planning strategies and solutions whether with business entities, or domestic and foreign trusts. The course will explain how to properly structure asset protection to shield clients using protective measures which anticipate potential issues. Potential protection structures, creditor solutions and issues relat... More Info
$291Prof Practice -
Managing and Valuing Tangible Personal Property in Estates
This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their purposes, factors affecting valuation, authenticity, title, provenance and material regulation, determining qualified appraisers including those approved by IRS standards, the function of IRS Art Advisory Panels, and fractional interest. The course w... More Info
$291Prof Practice -
Advanced Planning with Trusts
This informative CLE course will begin with a general overview of trusts and the concepts that are common to standard trusts. The course will then advance to more complex topics such as revoking irrevocable trusts, retaining control through trust protectors, special needs planning, trust flexibility and asset protection planning. More Info
$291Prof Practice -
International Taxation: A Primer for Business and Immigration Lawyers
Taxation related to overseas investment in an ever-evolving legal issue. This CLE course will explain inbound taxation – foreigners investing or doing business in the US – as well as the applicable income taxes and ownership structures for non-resident aliens. The course will also cover pre-immigration planning, FIRPTA and the various changes to international taxation as a result of the new tax act. More Info
$291Prof Practice -
Self-Settled Trusts After Wacker
With a focus on the high rate of temporary estate tax exemptions, this informative CLE course will explain why Domestic Asset Protection Trusts (DAPT’s) are a critical planning tool and how they can be used to increase early use of exemptions. The course will explore the logic begins such use for income and estate tax purposes in today’s planning environment. Using the Toni 1 Trust v. Wacker case as an example, the course will explain available options such as solvency affidavits and searches... More Info
$551.5Prof Practice
