Tax Law Bundle Includes:

• $29

  Tax Law Logic for Non Tax Lawyers

  General Credits: 1.08

  The subject of taxes is a universal legal issue. Whether you pay taxes, file for taxes or are subject to others who do, it’s imperative to understand the foundation upon which determination will be made on what is owed, when it is due, or whether a crime has been committed. These issues are determi...

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• $29

  The Mathematics of Estate Tax Planning

  General Credits: 1.02

  There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being speci...

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• $65

  Ethical Issues in Pro Bono Representation

  Ethics Credits: 1.5

  This CLE course explores the ethical challenges that attorneys may face when providing legal services on a pro bono basis. Grounded in the ABA Model Rules of Professional Conduct, the course focuses on key rules relevant to typical pro bono scenarios, offering guidance on how attorneys can identify...

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• $34

  Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships

  Ethics Credits: 1.15

  This CLE course explores the interplay of ethical and relationship issues when communicating difficult topics to clients. These topics include: situations where plans go awry; admitting mistakes; addressing clients' bad ideas; expressing disbelief in clients' statements; handling requests for...

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• $65

  ABA Model Rules Of Professional Conduct and AI Ethics: Key Highlights of the New Challenges Facing Attorney Compliance

  Ethics Credits: 1.5

  In this CLE session, we will explore the significant ethical considerations that arise when practicing law in tandem with AI, which often operates without the structured ethical foundation that governs human professionals. This CLE is tailored specifically for lawyers, beginning with a straightf...

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• $29

  Essential Estate Documents: Don't Delay Until It's Too Late

  General Credits: 1

  This CLE program tackles a widespread issue: the tendency to delay or overlook critical documents essential for life's inevitable events—death, incapacity, or providing for those who will need to take over. In this one-hour course, we'll explore the fundamental documents and recommended language, d...

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• $55

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  General Credits: 1.57

  This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a perso...

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• $29

  Protecting Your Family Home Through Trusts

  General Credits: 1.02

  As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solut...

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• $55

  Tax Consequences of Retiring or Selling Your Law Practice

  General Credits: 1.58

  This CLE course will address the tax consequences of retiring or leaving a law firm or professional partnership such as an LLC or PLLC. The course will present the issue through the lens of the recent Tax Court decision to provide guidance and point out potential tax traps. The course will also...

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• $34

  The Ethics of Law Firm Lateral Transitions

  Ethics Credits: 1.02

  The era of lawyers spending their entire careers at a single firm is largely over. Today, legal professionals frequently transition to new firms, navigating a maze of complex and often conflicting ethical and legal rules. Balancing their personal rights with their obligations to current and future f...

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• $29

  The Mathematics of Charitable Planning

  General Credits: 1

  Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for...

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• $55

  Unusually Important Federal Tax Cases: What Attorneys Need to Know

  General Credits: 2

  This CLE program delves into six recent federal taxation cases that hold significant importance for tax attorneys. It offers valuable insights for business law attorneys navigating the complexities of federal taxation. By examining court opinions, participants will gain an understanding of how fede...

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