Advanced Knowledge
for Attorneys and CPAs

November 7, 2024 Tomorrow

• Navigating Tax Challenges of ABLE Accounts and SNTs
• Roth IRAs: Conversions, Mega Back-Door, Tax Calculations
• U.S.-UK Tax Planning and Traps to Avoid
• Drafting and Enforcing Default Loan Terms
• Adoption of Pharmaceutical Trademarks for Approval
• Corporate Transparency Act and Healthcare Entities
• Reverse Audits for Sales Tax Refunds
• Credit Tenant Lease Financing
• Spousal Lifetime Access Trusts

November 8, 2024 in 2 days

• Strategies to Optimize Social Security Benefits

November 12, 2024 in 6 days

• DOL Investigations of Employee Benefit Plans
• Exploiting and Avoiding Self-Rental Rules
• Hotel Management Agreements
• In-House Counsel and Legal Ethics: Recent and Recurring Issues
• Voluntary Carbon Markets: Environmental Impact
• Navigating Section 645 Elections in Estate Planning
• Workplace Violence and Workers' Comp Issues
• Investment Advisers Marketing Rule: Recent Developments
• Recent NAIC Model Bulletin on Use of Artificial Intelligence Systems by Insurers
• Overcoming 101 Rejections for Computer and Electronics Related Patents

November 13, 2024 in 7 days

• Litigating Broker Liability for Trucking Accident Injury Claims
• Changes to AIA Contract Documents
• IRS Crackdown on Abusive Basis-Shifting Transactions
• Utilizing Freeze Partnerships to Minimize Estate Tax
• Lease vs. License: Short-Term Property Use
• NLRB New Fair Choice-Employee Voice Final Rule

November 14, 2024 in 8 days

• Protecting Artificial Intelligence-Related Inventions
• Supply Chain Agreements: Consequential Damage Disclaimers, Indemnity
• Tax Strategies for Limited Partner Investors
• Section 988 Foreign Currency Gains and Losses
• Opinions in Structured Finance and Securitized Lending
• New Final Rules for Hart-Scott-Rodino Deals
• Pathways to U.S. Green Card
• Remedying IRA Contribution and Distribution Errors

November 15, 2024 in 9 days

• Estate and Business Succession Planning
• Subpart F and PFIC Regulations for U.S. Investors and Domestic Funds
• Earnouts: Structuring, Types of Arrangements

November 18, 2024 in 12 days

• Green Card Tax Implications
• Complex IRS Penalty Abatement Procedures for Failure-to-File, Failure-to-Pay
• Delivery Driver Lawsuits: Navigating E-Bike and E-Scooter Liability
• Managing Patent Infringement Risk in Product Development

November 19, 2024 in 13 days

• Workers' Compensation Fraud
• Taxation of Equity Based Compensation Arrangements
• CERCLA and Tenants as BFPPs
• Revocable Trust Drafting: Funding, Transfers, Tax
• Negotiating Clinical Trial Agreements
• CTA Compliance for Tax-Exempt Organizations
• Incorporating FAR Subcontractor Flowdown Terms
• Single Asset Real Estate Cramdown
• Vacation of SEC's Private Fund Adviser Rules
• Expert Witnesses in Construction Litigation: FRE 702 Amendments
• Real Estate Lending and the Impact of Weather-Related Risks
• Final Mental Health Parity Regulations
• Applying for Tax-Exempt Status: Forms 1023 and1023-EZ
• Defending Products Liability Failure to Equip Lawsuits
• Corporate Transparency Act Enforcement

November 20, 2024 in 14 days

• Financing Contingencies in Merger Agreements
• New Mental Health Parity Final Rule: NQTL Requirements
• Navigating High-Conflict Divorce Cases
• Enforcing Security Interests in Aircraft