Tax CLE Courses

NBI offers a complete library of Tax CLE courses addressing key legal issues, developments, and leading practices for attorneys in all stages of their practice.

Live In-PersonPA SpecificTrusts
Pennsylvania Probate and Trust Administration
Working through issues that arise through probate and trust administration can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, tax and more. You will also get valuable insight on trust administration, including the handling of accounting, distributions and taxes. Don't miss this opportunity to hone your probate and trust administration skills - register today! Take a closer look at the initial steps for filing the estate. Discuss what needs to be done to handle creditor claims and debts. Make sure everything is in order for the final distribution of the estate. Review what issues need to be addressed concerning taxes in probate administration. Get the latest information on taxation concerns associated with trusts. Explore the different types of trusts and how they are used. Learn ways to manage, sell and distribute property and assets in trust administration. Gain a better understanding of the distinctions between trust fiduciary accounting and income tax accounting.
Pittsburgh, PAAug 15, 12:30 PM
Details
Live In-PersonPA SpecificTrusts
Pennsylvania Probate and Trust Administration
Working through issues that arise through probate and trust administration can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, tax and more. You will also get valuable insight on trust administration, including the handling of accounting, distributions and taxes. Don't miss this opportunity to hone your probate and trust administration skills - register today! Take a closer look at the initial steps for filing the estate. Discuss what needs to be done to handle creditor claims and debts. Make sure everything is in order for the final distribution of the estate. Review what issues need to be addressed concerning taxes in probate administration. Get the latest information on taxation concerns associated with trusts. Explore the different types of trusts and how they are used. Learn ways to manage, sell and distribute property and assets in trust administration. Gain a better understanding of the distinctions between trust fiduciary accounting and income tax accounting.
King of Prussia, PAAug 29, 12:30 PM
Details
PA SpecificTrustsNew!
Pennsylvania Trusts 101
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today! Determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust. Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes. Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of irrevocable trusts. Explore the powers and duties of personal representatives in irrevocable trusts. Save money on taxes with effective use of defective trusts. Learn why it's important to know when to file the tax return for grantor trusts. Determine whether a client qualifies as a beneficiary of a special needs trust. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
Live Online + OnDemandJul 25, 12:30 PM
Details
PA SpecificTrusts
4.5
Pennsylvania Estate Administration From Start to Finish
Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today! Learn how to meet every deadline, follow procedures, and complete essential forms. Identify key estate administration pitfalls you need to avoid. Come away with helpful forms, sample documents, and checklists to assist in the process. Acquire strategies to ensure you can help your clients through every step of the probate process. Manage your client's entire estate administration procedures properly and effectively. Learn how to tackle complex estate administration issues such as tax issues, jointly held assets, and will contests. Understand how to properly transfer and distribute assets. Explore proper procedures and processes when dealing with insurance claims and debt during estate administration. Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes. Get the latest information on allowances and elections against the will. Identify how to properly distribute assets to minors, surviving spouses and trusts.
Recorded April 03, 2025.
OnDemand6 hours 32 minutes
Details
PA SpecificTrusts
4.37
Pennsylvania Probate Process from Start to Finish
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today! Learn the procedure, rules and practical steps to effectively administer a probate. Determine what form of administration is appropriate for a specific probate case. Clarify the order of inheritance for an estate when there is no will. Locate assets and obtain ownership documents more easily with a list of local and online resources. Get a complete view of the sequence of events that must happen before the estate can be closed. Identify common actions that trigger malpractice liability and get tips for staying in the clear. Get practical advice for honoring or contesting all claims against the estate. Find new ways to resolve liquidity issues that delay estate closing and final distributions and payments. Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.
Recorded February 12, 2025.
OnDemand6 hours 32 minutes
Details
PA SpecificTrusts
4.31
Pennsylvania Probate and Trust Administration
Working through issues that arise through probate and trust administration can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, tax and more. You will also get valuable insight on trust administration, including the handling of accounting, distributions and taxes. Don't miss this opportunity to hone your probate and trust administration skills - register today! Take a closer look at the initial steps for filing the estate. Discuss what needs to be done to handle creditor claims and debts. Make sure everything is in order for the final distribution of the estate. Review what issues need to be addressed concerning taxes in probate administration. Get the latest information on taxation concerns associated with trusts. Explore the different types of trusts and how they are used. Learn ways to manage, sell and distribute property and assets in trust administration. Gain a better understanding of the distinctions between trust fiduciary accounting and income tax accounting.
Recorded December 05, 2024.
OnDemand6 hours 28 minutes
Details
PA SpecificTrusts
4.67
Trusts in Pennsylvania From A to Z
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today! Weigh all the pros and cons to select the best trust options for specific client situations. Anticipate tax consequences of various trusts. Use sample trust language our faculty provide to save drafting time and avoid mistakes. Clarify the powers and duties of trustees in different trusts. Compare living and testamentary trusts for straightforward estate planning. Distinguish between accounting and taxable income and learn how trust income tax is reported. Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful. Review common ethical missteps that can cost you your license - and how to avoid them.
Recorded November 19, 2024.
OnDemand6 hours 40 minutes
Details
Elder Law
Leveraging the Power of Trusts in Medicaid and Disability Planning
Medicaid planning is complex, and specialized trusts can help clients fulfill requirements to fund nursing home care without leaving their family in financial distress. This legal guide offers sample drafting language and expert advice on preserving benefits, maximizing asset protection, and preventing tax disasters. Refine your skills - enroll today! Improve your client intake to determine when a trust is prudent and beneficial. Draft better Medicaid trusts with sample provisions and language advice for specific scenarios. Refine your post-drafting practices to improve the effectiveness of trusts. Ensure meticulous tax reporting and distributions control in every trust. Discover how to make last-minute adjustments when nursing home need is urgent. Tackle practice-specific legal ethics issues and adopt best practices.
Live Online + OnDemandMay 23, 2:00 PM
Details
Tax
Navigating Tax Issues in Probate: A Guide for Non-Tax Specialists
Are you confident in your ability to manage the tax liability of the decedent and the estate, plan for the tax implications of all probate actions, and ensure all the necessary tax returns are completed accurately and on time? Enhance your probate tax skills - register today! Stay up to date on the current tax rates, exemptions, and deductions. Discuss when, why, and how to record the value of the assets for tax purposes. Make the best use of the tax savings that charitable giving affords. Hear practical tips for impeccable tax returns.
Live Online + OnDemandMay 27, 2:00 PM
Details
TaxFastTrack
Corporate Taxes and Tariffs Update
The new administration's corporate tax and tariff policies are affecting every aspect of your clients' business. This urgent legal update is designed to get you up to speed on the latest trends and restrictions. Get short-term forecast and long-term outlook for tax planning tactics and legal and financial implications of tariffs for companies both domestic and international. Don't miss out on these critical updates - enroll today! Identify the latest legislative and regulatory changes impacting corporate tax obligations. Analyze the current tariffs system and its implications for trade and business operations. Recognize the impact of recent developments on nonprofit business taxation and compliance. Advise clients on operating in the climate of regulatory uncertainty.
Live Online + OnDemandMay 22, 4:00 PM
Details
Trusts
Advanced Estate Planning Conundrums: What Would You Do?
Skip the basics to focus on the latest updates affecting estate planning today. In this full-day course, our seasoned faculty will share their current go-to planning approaches and discuss real-life client scenarios to help you get more out of standard estate planning instruments. Find new approaches to controlling tax burdens and drafting for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Register today! Discuss how sunsetting TCJA estate/gift tax provisions and recent deregulation trends will shape planning decisions. Include digital assets and cryptocurrency into your estate planning documents. Discover cutting-edge tax tools for middle-class clients. Get insights into planning for difficult clients and complex family dynamics. Build a more robust client base with tips from the pros. Build flexibility into your high-net-worth estate plans. This program was designed in conjunction with NBI’s esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.
Live Online + OnDemandJun 5, 2:00 PM
Details
Best SellerReal Estate
1031 Exchanges: 2025 Guide
Like-kind exchanges are an effective tax tactic but have been under legislative fire in the recent years. Are you confident old approaches still work? Whether you're new to the technique or just looking for a refresher, this practical overview will give you all the information you need to use 1031 exchanges tax efficiently and without error. Register today! Get a legal update and outlook for the future of the practice. Explore types of exchanges and their best uses. Review common mistakes made in choice of property and timing of the exchange. Make certain tax reporting is beyond reproach. Examine conversions to and from investment property and prevent key problems.
Live Online + OnDemandJun 11, 2:00 PM
Details
Best SellerNJ SpecificTrusts
New Jersey Probate Process from Start to Finish
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today! Learn the procedure, rules and practical steps to effectively administer a probate. Determine what form of administration is appropriate for a specific probate case. Clarify the order of inheritance for an estate when there is no will. Locate assets and obtain ownership documents more easily with a list of local and online resources. Get a complete view of the sequence of events that must happen before the estate can be closed. Identify common actions that trigger malpractice liability and get tips for staying in the clear. Get practical advice for honoring or contesting all claims against the estate. Find new ways to resolve liquidity issues that delay estate closing and final distributions and payments. Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.
Live Online + OnDemandJun 9, 12:30 PM
Details
Contract LawFastTrack
Tariff-Proofing Contracts: Drafting for Disruption
In today's volatile trade environment, tariffs and regulatory changes can upend even the most carefully negotiated contracts. This course is designed to help you proactively draft and negotiate commercial agreements that withstand sudden cost increases, supply chain disruptions, and legal uncertainty. You'll learn how to build flexibility into pricing, allocate financial risk, and plan exit strategies when deals become unsustainable. Ensure clients stay protected and competitive - register today! Make sure that clients can back out or renegotiate contracts when terms turn unfavorable. Clarify who bears tariff- and logistics-related burdens. Create effective and enforceable dispute mechanisms should tariffs and trade policies lead to performance disputes.
Live Online + OnDemandMay 30, 4:00 PM
Details
Trusts
Understanding Trusts: Why Some Structures Provide More Protections Than Others
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today! Learn what not to do when selecting and drafting a trust to avoid common mistakes. Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of trusts. Save money on taxes with effective use of trusts. Determine whether a client qualifies as a beneficiary of a special needs trust. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
Live Online + OnDemandJun 18, 2:00 PM
Details