Advanced Knowledge
for Attorneys and CPAs

June 3, 2025 Today

• Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits
• Tax Issues in Inbound and Outbound Transactions
• 401(k) Plan Nondiscrimination Testing
• Grandparent and Nonparent Custody and Visitation
• Convertible Debt vs. Priced Equity Rounds
• Demonstrating Use in Commerce for Trademark Registration
• Avoiding Trust and Estate Probate Challenges
• Real Estate Secondary Transactions
• Insurance Bad Faith Litigation: Resisting Protective Orders
• Rideshare Arbitration Clauses and Passenger Rights

June 4, 2025 Tomorrow

• Preparing Revised Form 6765 for the R&D Credit
• Drafting IRA Beneficiary "See-Through" Trust Provisions
• Navigating ERISA Rules When Investing Plan Assets
• Management Incentive Equity in Private M&A Deals
• Patent Inventorship: Best Practices

June 5, 2025 in 2 days

• When a Business Uses Music: When are Music Licenses Needed
• Estate Planning and Carried Interest
• Employee Handbook Best Practices in 2025
• Substance Use Disorder Records Confidentiality
• Correcting Common Form 990 Errors
• Ground Leases: Key Negotiated Provisions
• Private Equity GP and Employee Co-Investment Credit Facilities
• U.S.-Swiss Tax Planning and Traps to Avoid
• Corporate Tax Developments

June 6, 2025 in 3 days

• Key Tax Provisions in LLC Operating Agreements

June 9, 2025 in 6 days

• Expert Witness Depositions in Nursing Home Injury Cases
• Foreign Tortfeasors and Subrogation
• Construction Agreements for Energy Projects
• Transfer Pricing Agreements

June 10, 2025 in 7 days

• Chapter 11 Fundamentals: DIP Financing and Cash Collateral
• Autonomous Systems Technology in Trucking: Litigation Challenges
• Medical Staff Bylaws
• Witness Examination in Med Mal Cases: Leveraging Medical Records
• Product Liability Litigation Arising From Lithium-Ion Batteries
• Evidentiary Challenges in Workers' Comp Litigation
• Structuring Management Carveout Plans
• Active vs. Passive Status for Real Estate Activities
• Trying a High Stakes Sexual Abuse Case

June 11, 2025 in 8 days

• Pre-Immigration Estate and Gift Tax Planning
• Lease Enforcement and Remedies
• Capital Gains Tax Planning for Real Estate Transactions
• Tax Consequences of Stock Compensation
• Estate Planning for IRAs and Qualified Plans
• The CROWN Act in the Workplace
• Corporate Board Meeting Minutes, Agendas, and Other
• Tariff-Related Risks in M&A

June 12, 2025 in 9 days

• Installment Sales to Intentionally Defective Trusts
• Tax Issues for Cryptocurrency Investment Vehicles
• Payer-Provider Contracts: Maximizing Reimbursement
• Rule 30(b)(6) Depositions in Class Action Litigation
• F Reorganizations in M&A Deals
• 3D Demonstrative Evidence in Personal Injury Trials
• Texas Sales and Use Taxes
• Winning and Losing Strategies Litigating the Duty to Defend

June 16, 2025 in 13 days

• Mastering Reporting of Publicly Traded Partnership and MLP K-1s
• SALT and Multinational Businesses