Tax

4.37

Tax Basics for Lawyers: What You Need to Know (Even If You’re Not a Tax Attorney)

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 51 minutes
Joseph Mandarino
Michael McNamee
S. Brad Dozier
Harriet Wessel
Hal Margolit
Monte Schatz
With Joseph C. Mandarino from Polsinelli + 5 others
Recorded February 27, 2026.
Product ID 101550

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Overview

Tax Clarity for Every Attorney

Do you wonder how your legal advice will affect clients' tax planning but lack the specialized knowledge to ask? Do you worry if your advice might inadvertently cross over into tax practice? This CLE course is for you if you encounter tax issues in your daily work, regardless of primary practice area. Identify potential tax issues, advise clients responsibly, and collaborate effectively with tax specialists. Learn enough to ask the right questions and ensure tax clarify - register today!

  • Master basic concepts of individual and business taxation.
  • Identify situations requiring consultation with a tax attorney or specialist.
  • Comply with ethical obligations related to tax in client representation.
  • Effectively communicate with tax professionals.

Abbreviated Agenda

  1. Introduction to the U.S. Tax System and Procedure
  2. Individual, Trust, and Estate Taxation
  3. Business Taxation Fundamentals
  4. Basic Tax Aspects of Running a Legal Practice
  5. Tax Considerations in Damages and Settlements
  6. "Should I Call a Specialist?" Communicating With Tax Experts
  7. Ethical Obligations and Client Communication

Related Topics

Product ID 101550

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Introduction to the U.S. Tax System and Procedure

    1. Sources of Tax Law
    2. Overview of IRC, Treasury Regulations
    3. Types of Taxes
    4. The IRS Structure, Enforcement, Guidance, and Communication

  2. Individual, Trust, and Estate Taxation

    1. Filing Status, Dependents, and Credits
    2. Income Tax, Capital Gains and Losses
    3. Trusts and Estates Taxation Goals
    4. Taxation and Sale of Real Estate
    5. Common Tax Forms and Resources

  3. Business Taxation Fundamentals

    1. Entity Selection for Tax Purposes
    2. Expense Deductions
    3. Sales and Use Tax Basics
    4. Common Tax Forms and Resources

  4. Basic Tax Aspects of Running a Legal Practice

    1. Structuring the Law Firm
    2. Recordkeeping Best Practices
    3. Deductible Expenses for Home Law Office and Remote Practice
    4. Payroll and Estimated Taxes
    5. IRS Audit Basics

  5. Tax Considerations in Damages and Settlements

  6. "Should I Call a Specialist?" Communicating With Tax Experts

    1. Questions to Ask Your Clients to Prevent Future Tax Surprises
    2. The "Red Flag List:" When to Stop and Confer
    3. Finding and Qualifying Tax Experts

  7. Ethical Obligations and Client Communication

    1. Limits on Tax Advice for Non-Tax Attorneys
    2. Referral to Tax Specialists, Duty of Competence and Diligence
    3. Fiduciary Liability Considerations
    4. Attorney Fees and Engagement Statements
    5. Effective and Ethical Client Communications

Who Should Attend

This tax law fundamentals guide is designed for attorneys. Accountants, tax professionals, fiduciaries, directors, and paralegals will also benefit.

Speakers

Joseph C Mandarino
Joseph C.
Mandarino
Polsinelli
Michael McNamee
Michael
McNamee
McNamee and Company LLC
S. Brad Dozier
S. Brad
Dozier
Law Office of S. Brad Dozier
Harriet A Wessel
Harriet A.
Wessel
Norton Rose Fulbright US LLP
Hal S Margolit
Hal S.
Margolit
Withum Smith & Brown, PC
Monte Schatz
Monte
Schatz
Lamson Dugan & Murray LLP
Speaker bio
Joseph C Mandarino

Joseph C. Mandarino

Polsinelli
Joseph Mandarino

is a Shareholder with Polsinelli in the firm's Atlanta office. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. Mr. Mandarino's articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, Journal of Real Estate Taxation, Journal of S Corporation Taxation, Journal of Multistate Taxation, Tax & Finance Newsletter and NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, White House Conference on Small Businesses, U.S. Small Business Administration, Georgia Electronic Commerce Association, Federation of Exchange Accommodators, International Reinsurance Conference, Service Corps of Retired Executives and the United Way, as well as several panel-type TV discussion programs. Mr. Mandarino earned his B.A. degree from the University of Toronto; his J.D. degree, cum laude, from Loyola University School of Law; and his LL.M. degree from New York University School of Law.

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Speaker bio
Michael McNamee

Michael McNamee

McNamee and Company LLC
Michael McNamee

is an attorney and owner of McNamee and Company LLC. He focuses his practice on estate planning, probate, and tax law. Mr. McNamee earned his bachelor's degree from the University of Dayton and his J.D. degree from Cleveland Marshall College of Law. Prior to starting his own law firm, he worked for a local CPA Firm and a National Company. Mr. McNamee is licensed to practice law in the U.S. Tax Court, U.S. District Court Northern Ohio and in the state of Ohio.

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Speaker bio
S. Brad Dozier

S. Brad Dozier

Law Office of S. Brad Dozier
S. Brad Dozier

is an attorney and solo practitioner at the Law Office of S. Brad Dozier. His primary areas of practice are estate planning, including advanced trust and asset protection planning strategies, drafting and execution of simple wills and powers of attorney, probate administration, and guardianship and conservatorship. Mr. Dozier earned his bachelor's degree from Tennessee Tech University, his certified financial planning certificate from American College and his J.D. degree from Nashville School of Law. He is admitted to practice law in Tennessee.

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Speaker bio
Harriet A Wessel

Harriet A. Wessel

Norton Rose Fulbright US LLP
Harriet Wessel

is a senior associate in Norton Rose Fulbright's Houston office. Her practice focuses on federal and state income tax matters, including domestic and cross-border mergers and acquisitions, federal and international tax planning, renewable energy investment transactions and energy tax credits. Ms. Wessel also has significant experience representing clients in all aspects of federal and state tax controversies. Most recently, she has been advising clients on the impact of the Inflation Reduction Act of 2022. Ms. Wessel earned dual LL.M. degrees in U.S. law and taxation from University of Houston Law Center and her LLB degree, with distinction, from University of Glasgow.

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Speaker bio
Hal S Margolit

Hal S. Margolit

Withum Smith & Brown, PC
Hal Margolit

is CPA, MST and tax principal with Withum Smith & Brown, PC. He has over 20 years of experience in a variety of industries, including real estate, manufacturing, professional services, retail, wholesale and not-for-profit entities. Mr. Margolit specializes in tax compliance and planning for high-net worth individuals and the business entities they are associated with. He is a trusted business advisor to our clients on operating their businesses through various entity types, such as C Corporations, Subchapter S Corporations, partnerships, limited liability companies, and sole proprietorships. Mr. Margolit also regularly represents clients before the IRS and other governmental jurisdictions for tax audits, negotiations of offers in compromise, and tax installment payment arrangements. He is a member of American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA). Mr. Margolit earned his Master of Taxation degree from Drexel University.

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Speaker bio
Monte Schatz

Monte Schatz

Lamson Dugan & Murray LLP
Monte Schatz

is an attorney at Lamson Dugan & Murray LLP, offering clients a wealth of experience in practice areas vital to business and finance. His practice concentrates on trust administration, probate, estate planning, tax, securities, and corporate law. Mr. Schatz's scope of expertise includes federal and state tax planning and tax issues as well as federal and state regulatory compliance. He earned his J.D. degree from the University of South Dakota in Vermillion, South Dakota. In addition, he received his Master of Taxation from the University of Tulsa and his B.A. degree, with high honors, from South Dakota State University in Brookings, South Dakota. Additionally, Mr. Schatz has passed the Series 7 General Securities Exam, the Series 66 Uniform Combined State Law Exam, and the Nebraska Life and Health Exam. He is a member of the Nebraska State, Iowa State, Omaha and American bar associations; State Bar of South Dakota; Omaha Estate Planning Council (past president); and the Omaha Chapter of Society of Financial Service Professionals. 

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