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Course Criteria
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0.00 Credits
2.5 Substantive Hours and 1 Hour Ethics CLE; 4 Hours A&A CPE This course is designed to assist Large and Mid-Size Business (LMSB) taxpayers to understand and be better prepared for an IRS examination. The LMSB division audits (or examines) businesses with over $10 million of assets. The course will explain the examination process from start (preliminary work) to finish (case closing), including pre-audit planning, examination procedures and early resolution techniques. The course will also cover IDRs (Information Document Requests), Forms 5701 (adjustments), taxpayer's rights, among other topics. There will also be a discussion on the ethical duties of taxpayers (and their representatives) and the IRS team in relation to an examination. The instructor is currently a Revenue Agent with the LMSB division of the IRS and has prior public accounting and corporate tax experience.
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3.5 Substantive Hours CLE; 4 Hours Tax CPE Current Issues in Federal Tax Administration (Specific Topics will be determined early in 2010.)
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3 Substantive Hours and 1 Hour Ethic CLE; 4 Hours A&A CPE This course will give the auditor or lawyer guidelines to set to review documents and procedures for foreclosures or tax sales. It will also explain what to look for pre-sale and post-sale and how to prolong a sale.
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3.5 Substantive Hours CLE; 4 Hours A&A CPE In this class students will be taught to improve their Due Diligence investigations with the use of criminal forensics. The class will cover: The problem with databases: how to overcome" their inadequacies; Due diligence as a criminal investigation; and" Understanding data in context: how to assess" data accurately.
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3 Substantive Hours and .5 Hour Ethics CLE; 4 Hours Tax CPE. This program is designed to bring together lawyers and CPAs to discuss and review the realities of estate planning and elder law facing an ever-increasing number of aging suburban clients. This seminar will instruct general practitioners and CPAs on how to counsel aging clients in estate planning and elder law areas specific to their needs and will discuss effective strategies and techniques to protect and preserve the wealth of these clients. The course will cover issues such as children, grandchildren, business succession planning, federal estate and gift taxes, GST tax, estate, gift and inheritance planning, Medicare/Medicaid planning, elder rights, incapacity, conservatorships/guardianships, housing, planning for future medical care, and health care decision making. It will also cover how these issues relate to various estate planning documents including wills, trusts, living wills, powers of attorney, retirement plans and other documents with beneficiary designations, and the ethical considerations flowing from the above topics.
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3.5 Substantive Hours CLE; 4 Hours Other CPE. This course is designed for attorneys and accountants who are suburban general practitioners as well as more experienced general practitioners seeking to expand into this field in order to understand and anticipate the current trends and day-to-day issues, problems, pitfalls, and strategies that arise in employment law today. This course will also provide an overview of the statutory requirements of Title VII of the Civil Rights Act of 1964, as amended; the Age Discrimination in Employment Act of 1967, as amended; the Family Medical Leave Act; and the American with Disabilities Act. The review of the Disabilities act will include employment policies and practices, administrative requirements, viable defenses to a charge of discriminatory conduct, documentation and recordkeeping to defeat a discrimination claim, litigation, mediation, and alternate dispute resolution.
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3.5 Substantive Hours CLE: 4 Hours Other CPE. This course is for professionals and non-professionals. Taught by a businessman with over a decade of experience, this course offers professionals an idea of what to look for when analyzing a stock (and other securities) or when analyzing potential investment candidates. Non-professionals will gain a solid foundation about what to ask, at a time when it seems like every third advertisement people receive/hear, is how to get rich quick.
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2.5 Substantive Hours and 1 Hour Ethic CLE; 4 Hours Other CPE. Many clients look to their lawyer or accountant for guidance and insight is in choosing a financial advisor. This seminar will broaden your expertise in evaluating financial advisors and what they do. The class will examine financial advice as it is typically given, best practices for financial guidance, and some economic concepts that underlie such advice. Finally, there will be a discussion of professionalism as it relates to this topic with a special emphasis on duties owed under current law. (Most participants get some valuable insights into their own financial decision-makingno extra charge!) Topics covered include
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0.00 Credits
3 Substantive Hours and .5 Hour Ethics CLE; 2 Hours Other and 2 Hours Tax CPE. This course is designed to provide suburban general practitioners and CPAs with the fundamental knowledge and skills to counsel their closely held business clients in the area of business succession estate planning. Often, a closely held business client's greatest asset and greatest source of income is his or her closely held business. This course will discuss the significant tax and non-tax considerations and various ways to structure the transfer of an equity interest in a closely held business, or its value, to the younger generation from the use of buy-sell agreements to more complex transactions utilizing limited liability companies and Intentionally Defective Grantor Trusts to ensure a successful transition of ownership. This course will also address various ethical considerations that may arise.
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0.00 Credits
2.5 Substantive Hours and 1 Hour Ethic CLE; 4 Hours Other CPE. This course will provide information that will better enable the accountants and attorneys to properly respond to the situation where a client and/or the law enforcement agents notify the practitioner that they are in the process of executing a search and seizure warrant and/or an arrest warrant on said client. Various legal issues will be covered and some dos and don'ts will be suggested to the practitioner as to how to better handle these emergency events. The course will also touch on both the leading United States Supreme Court cases and new opinions, hot criminal topics, pertinent film clips, and a guest speaker will discuss certain areas of interest. Ethical consideration will be discussed, and each participant will receive a list of the top 200 criminal law films.
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