2016 Tax Update for Estate Planners

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser 2016 Tax Update for Estate Planners October   13 1 pm - 2:30 pm ET Presenter: Andrew Lohn, Of Counsel to Bart, Meyer & Company, LLP Credits: CPE, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this webinar, you'll learn about new laws and cases to consider when advising your clients on tax planning strategy and tax return compliance. You'll learn about recent changes in income tax, estate tax, gift tax and generation skipping tax laws. Upon completion of this course, you will be able to: Define the key features of the current tax structures Identify recent legislative developments in tax law Recognize the significance of major new tax cases and rulings Predict trends for 2017 and beyond Utilize practical tax tips for estate planners Learn More Register Today About The Presenter   Andrew W. Lohn is of Counsel to the Savannah, Georgia firm of Bart, Meyer & Company, LLP. Mr. Lohn also serves as advisor to West Mountain Partners, an Atlanta-based Fund of Hedge Funds. Mr. Lohn regularly counsels clients on wealth management, business succession planning, asset protection planning, and domestic and international estate planning. Previously, Mr. Lohn worked in the Trust & Estates group of a top Atlanta-based law firm and in the Corporate Tax Group and Private Client Advisor Group of Deloitte & Touche. Mr. Lohn is a graduate of Georgia State University College of Law and the University Of Alabama School Of Law. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses Learn More Upcoming Webinars Excel: Generating Automated, Formula-Based Reports October 5 at 3 pm ET Learn More Same Day ACH: What Every AP and Payment Professional Needs to Know October 6 at 1 pm ET Learn More Creating Dynamic Financial Statements in Excel October 11 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.

Applying for Tax-exempt Status: Forms 1023, 1024, and 1023-EZ

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Applying for Tax-exempt Status: Forms 1023, 1024, and 1023-EZ October   12 3 pm - 4:15 pm ET Presenter: Susan Leahy, Of Counsel at Covington & Burling LLP Credits: CPE, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this webinar, you'll learn how to successfully apply for tax-exempt status for charitable and non-charitable organizations and avoid common pitfalls. Upon completion of this course, you will be able to: Identify the appropriate application form Understand the requirements for filing the shortened form, Form 1023-EZ Describe the process for organizations that have had their tax-exempt status automatically revoked Determine the effective date of tax-exempt status Explain when organizations may "self-declare" tax-exempt status Avoid frequent mistakes when filing Form 1023 Recognize when litigation is appropriate Describe the most effective way to respond to questions from the IRS Determine when to request technical advice Prepare an effective protest to an adverse determination Learn More Register Today About The Presenter   Susan Leahy is Of Counsel at Covington & Burling LLP. Ms. Leahy regularly advises tax-exempt and not-for-profit organizations on a wide variety of matters, including the Internal Revenue Code, Treasury regulations, rules regarding private benefit, self-dealing, inurement, unrelated business income tax, intermediate sanctions, relationships with for-profit organizations, joint ventures, corporate sponsorship, lobbying, and political activities. Ms. Leahy is a graduate of the Columbus School of Law at the Catholic University of America. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses Learn More Upcoming Webinars Recurring Deficiencies in Compilations and Reviews and How to Avoid Them October 3 at 1 pm ET Learn More Excel: Generating Automated, Formula-Based Reports October 5 at 3 pm ET Learn More Same Day ACH: What Every AP and Payment Professional Needs to Know October 6 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.