Estate Planning Audio Conferences

Current Issues in Revocable Living Trusts

Revocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust...

Key Strategies in Negotiating Letters of Intent in Mergers and Acquisitions

Letter of Intents (LOI) sets the stage for a merger or acquisition and are key components of the M&A process. An LOI typically outlines the major deal points, deliverables, timelines and contingencies that become the basis for legally binding agreements. This live audio conference will help you understand...

Estate and Tax Planning for Nontraditional Families

Welcome to the brave new world of planning for nontraditional families – full of both opportunities and pitfalls. Unmarried heterosexual couples and same-sex couples cannot rely on many of the rights and privileges afforded to heterosexual married couples under federal law. The implications of this...

Understand and Interpret Financial Statements

Financial statements can be thought of as a report card for any business. They provide both a historical and current perspective on the health of an organization, as well as offer indications of future performance. They offer management, creditors, prospective investors and various other users a means...

LLCs: Recent Developments and Current Issues

Most businesses these days are formed as LLCs, so it is essential for tax professionals to stay up-to-date on developments affecting the use of LLCs. There have been some tempting recent innovations, such as series LLCs and L3Cs, but are they being oversold? Are other recently developed techniques being...

U.S. Tax Treaties: What You Need To Know

The United States has concluded tax treaties with more than 65 countries. Treaties impact nearly every aspect of cross-border business, including the threshold of activity required to assert taxing jurisdiction, the rates of withholding tax applied to cross-border payments, the tax treatment of certain...

Matrimonial Planning and Divorce

With a 50% divorce rate, and a higher rate, some say 75%, for second and later marriages, a careful understanding of the matrimonial implications of estate planning and in particular the use of trusts, is essential to accomplish essential matrimonial and estate planning goals. Trusts, in particular,...

Estate Planning Ethics

This live audio conference includes a basic overview of the ethical rules that effect the estate planner in every day practice. With an attorney’s busy schedule, it is difficult to remain current on rules that direct and govern the fundamental duties an attorney encounters while serving the needs of...

Family Limited Partnerships in Estate Planning

Many estate planners who are asked about family limited partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of...

Independent Contractor Tax Compliance Issues

Independent contractor status has distinct advantages for companies and workers, and continues to grow in popularity. However, as independent contractor relationships have become more common, the risks have become more apparent as well. This live audio conference will help you understand how independent...