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Programs in Taxation Law



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DOL and IRS Retirement Plan Audits: Strategies for Success!

Program Number: 2839 Presenter: Brian J. Tiemann, Esq.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** No need to worry if you are a plan sponsor whose defined contribution or defined benefit plan has been selected for an audit by the Department of Labor (DOL) or the Internal Revenue Service (IRS). The webinar will provide you with an overview of the typical timeline for a DOL and IRS audit and the information the auditor will likely request to review, including common topics for interviews. We will discuss how such audits are often closed and strategies on working with the DOL and IRS to complete the audit as quickly as possible. If you are a sponsor of a plan that has not yet been selected for an audit, we will offer tips on reviewing your own plan administration and governance processes to proactively address concerns

$95.00Audio CD Add to Cart

2018 Critical Tax and Planning Updates for Asset Protection, Estate Planning and Taxation Lawyers

Program Number: 2831 Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Jacqueline Z. Fox, Esq., LL.M.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** Edward D. Brown, Esq., LL.M., CPA and Jacqueline Z. Fox, Esq., LL.M. discuss latest legal and regulatory developments that have impacted the entire asset protection landscape. Topics include: • impact of changing trends, case law and banking procedures, which portend the future treatment of asset protection trusts by the U.S. court system; • 2018 changes in tax laws; • tax and filing requirements; and • selected recommendations and cautions, e.g., who should serve as protectors of an asset planning trust; where assets should be held and under whose control; what benefits and controls should a person retain with respect to trust assets; reasons why a U.S. trustee should be a part of an offshore trust; what income tax-related provisions should be in the trust instrument in light of

$95.00Audio CD Add to Cart

Ethical Considerations for Lawyers Involved in Estate Planning and Asset Protection

Program Number: 2746 Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Carl G. Stevens

Attorneys who assist clients with their asset protection and estate planning needs must be careful to comply with what is ethical to avoid facing potential ethics complaints, not to mention possible criminal liability. Join Edward D. Brown, Esq. and Carl G. Stevens, Esq. for this detailed analysis of potential ethical issues in the asset protection and estate planning contexts, including: when is asset protection planning ethical and when does it cross the line into the unethical; properly screening the client; identifying voidable transactions; when can the attorney be targeted as a co-conspirator with a client engaging in fraudulent transfers; can the attorney be liable for not advising the client as to the full range of asset protection strategies; and who is the client. Specific attention is placed on the ABA Model Rules of Professional Conduct that include Rule 1.2(d) (fraudulent conduct), Rule 1.3 (the diligent representation of the client), Rule 1.6 (the

$95.00Audio CD Add to Cart $95.00Online Audio Add to Cart

Asset Protection Fundamentals: What Attorneys Should Know to Advise the Moderate Net Worth Clients

Program Number: 2744 Presenter: Edward D. Brown, Esq. - Davis Schilken, PC, Carl G. Stevens

Whether your practice involves estate planning, business succession planning, family law or other areas, you should have an understanding of asset protection planning for your more moderate and medium net worth clients. This program introduces the attorney to the planning tools that are available without having to “go offshore” or create complex and expensive protective structures and discusses the asset protection concepts and various designs. Join Edward D. Brown, Esq. and Carl G. Stevens, Esq. for this informative overview of the multitude of tools that are available to shield assets from unwanted attachments and seizures, such as through the use of exemptions, third party trusts, limited liability companies and gifting strategies.

$95.00Audio CD Add to Cart $95.00Online Audio Add to Cart

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