Home Log In | Shopping Cart | Check Out
CLE Courses Free CLE CLE State Bundles IL MCLE

New Hampshire CLE and MCLE Courses

Continuing Legal Education Online Courses with MCLEZ are for New Hampshire attorneys who want to make the most of their time and money. For as little as $19.99 per course, easily earn New Hampshire Live MCLE credit through courses which have been produced in a variety of legal subjects that matter to you.

If you are new to MCLEZ, try a course for free before you make your purchase with our Free CLE program. To easily fulfill your entire New Hampshire MCLE requirement, see our New Hampshire Bundles page under State CLE Bundles.

NHMCLE Board phone # 603-224 -6942

New Hampshire CLE Course Catalog

Search Practice Area:

 

10 Legal Considerations for Starting and Running a Medical Practice

View Course Details

10 Legal Considerations for Starting and Running a Medical Practice Details


Price:
$19.99

Course Description

In this fast-paced and highly informative program, the speakers address core issues with which attorneys who may be involved with medical practitioners must be familiar. These include how to help limit liability exposure, choice of business entity, supervision issues, compensation, Contracts 101 (HR and more), Intellectual Property, legal issues regarding marketing and how to avoid and/or best resolve disputes with patients. Also discussed are recommended asset protection and estate planning strategies and common asset protection mistakes which medical professionals need to be aware of and avoid.

Course Agenda

  • Limiting Your Liability
  • Supervision Issues
  • Compensation
  • Contracts 101
  • Intellectual Property
  • Marketing Legal Issues
  • How to Avoid Disputes

Course Credit per State


AK - Voluntary: 1.0 Credits
AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
ME - Self Study: 1.0 Credits
MO - Self Study: 1.0 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - General: 1.05 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part III

View Course Details

ABA Professional Responsibility Client-Lawyer Guidelines Part III Details


Price:
$19.99

Course Description

This class is the third in a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Rule IV (Transactions with Persons other than Clients) and Rule V (Law Firms and Associations). Among the topics covered: Truthfulness in Statements to Others; Communication with Persons Other Than Clients; Dealing with Unrepresented Persons; Respect for the Rights of Third Persons, and Responsibilities of Partners, Managers and Supervisory Lawyers. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

Course Credit per State


AL - Ethics: 1.1 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
ME - Professional Responsibility: 1.0 Credits
NC - Professional Responsibility: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.4 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.13 Credits
TN - Dual: 1.13 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part IV

View Course Details

ABA Professional Responsibility Client-Lawyer Guidelines Part IV Details


Price:
$19.99

Course Description

This class is the fourth in a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Rule VII (Information about Legal Services). Among the topics covered: Communication Concerning a Lawyer's Services, Communications Concerning a Lawyer's Services: Specific Rules, Solicitation of Clients and Political Contributions to Obtain Legal Engagements or Appointments by Judges. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

  • ABA Ethics Guidelines Context
  • Rules Overview
  • Rule 7.1 Communication Concerning a Lawyer's Services
  • Rule 7.2 Communications Concerning a Lawyer's Services: Specific Rules
  • Rule 7.3 Solicitation of Clients
  • Rule 7.6 Political Contributions to Obtain Legal Engagements or Appointments by Judges
  • Conclusion

Course Credit per State


AL - Ethics: 1.0 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
KY - Ethics: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.2 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.03 Credits
TN - Dual: 1.03 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part V

View Course Details

ABA Professional Responsibility Client-Lawyer Guidelines Part V Details


Price:
$19.99

Course Description

This class is part of a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Section VIII (Maintaining the Integrity of the Profession). Among the topics covered: Bar Admission and Disciplinary Matters, Judicial and Legal Officials, Reporting Professional Misconduct, Misconduct and Disciplinary Authority; Choice of Law. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

  • Rules Overview ? Maintaining the Integrity of the Profession
  • Rule 8.1 - Bar Admission and Disciplinary Matters
  • Rule 8.2 - Judicial and Legal Officials
  • Rule 8.3 - Reporting Professional Misconduct
  • Rule 8.4 - Misconduct
  • Rule 8.5 - Disciplinary Authority; Choice of Law
  • Further Reading

Course Credit per State


AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Ethics: 1.2 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.0 Credits
KY - Ethics: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.2 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.0 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.

  Course Price:
$19.99
 
 

Advanced Planning with Trusts

View Course Details

Advanced Planning with Trusts Details


Price:
$19.99

Course Description

Attorney Jacob Stein offers an in-depth review of trusts in general, specific types of trusts and when and how each may be appropriate. He defines a "Trust" as a private agreement between two people, and the roles of the settlor, trustee and beneficiaries. He then focuses on irrevocable trusts and necessary special considerations, use of trusts in advanced tax planning, defective grantor trusts, asset protection generally, how to best structure asset protection trusts, self-settled trusts and foreign protection trusts. Both in the general overview of trusts within our legal system and in the specific considerations necessary to evaluate different types of trusts, this program provides attorneys with information on trusts which can be of enormous value, both to themselves and to their clients.

Course Agenda

  • The Basics
  • Terminology - Types of Trusts
  • Focus on Irrevocable Trusts
  • Requirements for a Valid Trust
  • Trustee - Selection, Duties, Powers
  • Possible Benefits of Trusts
  • Special Considerations
  • GRATs
  • Income Tax Planning with DINGs
  • Structuring Asset Protection Trusts
  • Self-Settled Trusts

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
MO - Self Study: 1.2 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NY - General: 1.0 Credits
TN - General: 1.03 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Advances in Technology: Protecting the Truth

View Course Details

Advances in Technology: Protecting the Truth Details


Price:
$19.99

Course Description

With Deepfake videos the ability to manipulate audio, video and images has created a fundamental trust problem and is a major corporate threat. Soon, we literally might not be able to believe our own eyes or ears when trying to detect and deter corporate fraud, for example disgruntled employees creating fake clips of their supervisor or co-employee to undermine them or get them fired, or changing a voicemail recording of what a person said to support a false claim. Additionally, so called "pump and dump" schemes use a combination of fake audios and videos to quickly spread corporate misinformation to impact high-frequency trading algorithms that rely on digital information to make investment calls. In the courtroom sophisticated AI generated images has raised issues related to legal challenges to digital evidence based on authenticity, with similar problems in e-discovery. Of course, the cultural and political ramifications, and privacy and social media concerns about deepfake videos becomes more evident every day.

Course Agenda

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
MO - Self Study: 1.2 Credits
NH - Ethics: 1.0 Credits
NJ - General: 1.2 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
TN - Dual: 0.98 Credits
TX - Ethics: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Albert Barsocchini
ALBERT BARSOCCHINI, Esq. is an internationally recognized expert and thought leader in discovery, information governance and digital investigations. He is a past chair of the California State Bar's Law Practice Management & Technology Section. Mr. Barsocchini has over ten years of experience as a first-chair trial attorney and is a California State Bar Special Master and Certified E-discovery Specialist. He is currently Director of Strategic Consulting and Client Advisory Service at NightOwl Discovery.
  Course Price:
$19.99
 
 

Competence Issues

View Course Details

Competence Issues Details


Price:
$19.99

Course Description

In an overview of his program, attorney Steven A. Nielsen discusses the new definition of the former required program which focused solely on substance abuse and emotional distress, and why it is more relevant and vital to take a 'big picture' approach which considers the multiple pressures which lawyers face in their practices, from physical and mental issues which may impair competence, such as depression, age and natural cognitive decline, to substance abuse (including cannabis), alcohol abuse and general health. He discusses mental illness, mental impairment and depression and how they may be recognized, and programs which help eliminate the stigma of mental health in the workplace. He then offers a series of practical recommendations, such as limitation of constant interruptions from email, texts and cell phones, which he call "Interruption Management," and a "buddy system" by which attorneys can informally check on each other's practices, such as compliance deadlines and other projects. He also suggests ways in which lawyers can focus on activities to help keep a sharp focus, how to embrace physical activities with the caveat "sitting is the new smoking," improved eating habits, and how it may be necessary to sometimes say 'no' to new work in order to deliver top quality legal services and to maintain good mental and physical health.

Course Agenda

  • Genesis of MCLE Requirement Rule 1.1 [3-110]
  • Substance Abuse? New 420 Issues for 2019-2020?
  • Depression ? drops of water over time
  • The New ?Other? Categories of Impairment
  • Mental Issues
  • Physical Issues
  • What can we do? Prevention/Detection/Treatment

Course Credit per State


AZ - General: 1.0 Credits
CA - Competence Issues: 1.0 Credits
CT - General: 1.0 Credits
FL - Substance Abuse: 1.0 Credits
IL - Mental Health - Substance Abuse : 1.0 Credits
IN - Distance Education: 1.0 Credits
NC - Substance Abuse / Mental Health: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NV - Substance Abuse: 1.0 Credits
NY - substance abuse: 1.0 Credits
SC - Substance Abuse: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Steven A Nielsen
Based in Larkspur, California, Steven A. Nielsen is a U.S. registered patent attorney with many years of experience in patent procurement and in achieving favorable results in federal court in the field of intellectual properly litigation. Mr. Nielsen is the past chairperson of the Intellectual Property Section of the Marin County Bar Association. Mr. Nielsen received his J.D. in 1987 from Boalt Hall, University of California at Berkeley and also holds a B.A. in Computer Science. He may be contacted at steve@nielsenpatents.com, on his website, nielsenpatents.com or via his LinkedIn page.
  Course Price:
$19.99
 
 

Complex Financial Issues Affecting Marital Standard of Living Analysis

View Course Details

Complex Financial Issues Affecting Marital Standard of Living Analysis Details


Price:
$19.99

Course Description

Certified Divorce Financial Analyst Karen Sparks discusses the myriad of financial issues which are involved in defining the Marital Standard of Living (MSOL) in both Community Property and Equitable Distribution states. She defines Marital Asset Distribution in the general sense including the two main general approaches, with examples of statutory guidelines. Her overview of Marital Standard of Living, (or the lifestyle enjoyed by the parties during the marriage), defines in detail the terms and the factors which go into the calculations and the process of navigating complex financial issues, such as investment assets, real estate and deferred compensation and how these factors are also involved in the calculation of spousal support.

Course Agenda

Course Credit per State


AL - On-Demand: 1.3 Credits
AZ - General: 1.5 Credits
CA - General: 1.25 Credits
CT - General: 1.5 Credits
FL - General: 1.5 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.25 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.5 Credits
NJ - General: 1.5 Credits
NV - General: 1.0 Credits
NY - General: 1.5 Credits
OK - Distance Learning: 1.5 Credits
PA - Distance Learning: 1.5 Credits
TX - General: 1.25 Credits
UT - Self Study: 1.25 Credits

Course Presenter(s)

  Course Price:
$19.99
 
 

Consumer Collections

View Course Details

Consumer Collections Details


Price:
$19.99

Course Description

This course provides a general overview of the use of attorneys to collect on consumer debt using the judicial system and also dives into some subtleties that practicing consumer collection attorneys will encounter. Topics covered include the difference between specializations in Consumer Collections, FDCPA and bankruptcy areas of law; general consumer collections principles; situations where the debtor wants to settle; seeking a default clerk?s judgment, discovery, trial preparation and efforts in enforcement of the judgement.

Course Agenda

  • What is consumer collections?
  • Consumer Collections General Principles
  • Situations Where the Debtor Wants to Settle
  • Seeking a Default Clerk?s Judgment
  • Discovery
  • Trial Preparation
  • Efforts in Enforcement of the Judgment

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
ME - Self Study: 1.0 Credits
MO - Self Study: 1.2 Credits
MT - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Lawrence M. Smith
Lawrence M Smith, Esq. received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Smith is currently working in private practice and resides in Sacramento, California and specializes in Consumer Collections and has over 25 years of experience in this field.
  Course Price:
$19.99
 
 

Copyright Infringement - Defending Lawsuits and Protecting Assets

View Course Details

Copyright Infringement - Defending Lawsuits and Protecting Assets Details


Price:
$19.99

Course Description

Attorneys Jacob Stein and Scott Lesowitz focus on how to defend infringement lawsuits and protect assets in the event of a lawsuit. Topics addressed include the elements of infringement, Fair Use - an unsure defense, available damages for copyright infringement and the importance of registration, liability for the acts of employees and use of independent contractors, protecting assets in the event of infringement, (actual, statutory and attorney fees), entity structures for ownership of copyrights, foreign entities and collection, jurisdiction over foreign defendants in American courts and collection of damages against foreign entities.

Course Agenda

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
ME - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Demystifying Cyber Security

View Course Details

Demystifying Cyber Security Details


Price:
$19.99

Course Description

This program helps attorneys understand the ethical issues which surround cyber security, including protection of client data and advice lawyers should provide businesses and other clients. Mr. Jackman provides real-world examples of the issues raised in the ABA Rules and Opinions, and offers helpful guidance on how lawyers can best understand cyber security, how they can best comply with their ethical obligation to protect client information and to act promptly to stop any breach and mitigate damage resulting from the breach.

As he digs into the subject of cyber security, Mr. Jackman offers an overview of the actors involved with cyber security threats, the scope of the problem and the types of threats prevalent, (hacking, phishing, ransomware), and the risks to capital, property, business continuity, costs of response, damage to brand name, reputation and customer confidence. He discusses the tensions between privacy and security, reviews recent cyber attacks and analyzes data breaches by types of attacks and the relevant federal regulations. Of interest is a sample security questionnaire which can be utilized to evaluate vulnerabilities and create a breach response action plan with suggested solutions for easy and affordable ways to materially help protect against cyber threats.

Course Agenda

  • What is Cyber Security?
  • How did we get here
  • What are the types of current threats? How big is the risk really?
  • Who are the targets?
  • Where is this leading us?
  • What can I do to protect myself and my business?

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
MO - Self Study: 1.2 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NY - General: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.

  Course Price:
$19.99
 
 

Diversity and Inclusion in the Legal Profession

View Course Details

Diversity and Inclusion in the Legal Profession Details


Price:
$19.99

Course Description

Attorney Steve Nielsen provides a candid assessment of where the legal profession stands in terms of diversity and inclusion, and reviews what ideas and programs have worked, and some which have not. He walks through and discusses key, topical articles and reviews the current statistical data on diversity and whether or not progress has been achieved. He suggests positive ways in which diversity and inclusion can properly and constructively be discussed in the law office and notes the important role of leadership in discussing diversity and inclusion in the office. Mr. Nielsen offers recommendations on how to effectively enhance inclusion efforts, such as mentoring and networking to help new attorneys, and includes some tips on what policies or strategies may be counter-productive He adds a list of the numerous categories of diversity which exist and which deserve attention to help create a better environment for legal professionals.

Course Agenda

  • What does the current literature tell us?
  • A Newer CLE Requirement
  • Pressure for Law School Ranking Hurts Women
  • Both Law and Medicine have Diversity Problems
  • National Association of Women Lawyers (NAWL):
  • The national Association for Law Placement (NALP) www.nalp.org
  • A slow and discouraging trend..
  • From 'Why You Should Insist on Diversity in Your Law Practice": BY SUZIE SCANLON RABINOWITZ, JANUARY 23, 2020
  • New Reports Are Not Encouraging
  • Is Mental Health a Point of Diversity?
  • 'Belongingness'
  • THE DO'S OF DISCUSSING DIVERSITY
  • THE DON'TS OF DISCUSSING DIVERSITY
  • Covering the Bases of D and I
  • New York - Has a Diversity and Inclusion Office (D&I)
  • A Broader Definition of Diversity
  • Illinois
  • Mentoring and Networking Seem to be an Answer
  • Diversity and Inclusion
  • Is our definition of 'reaching the top' to be reconsidered?
  • Is running a solo or small firm considered success?
  • Bias - A Proposed Big Picture View
  • A Proposed Big Picture Approach
  • What is Bias?
  • Mechanical Bias
  • Group Bias
  • What is Discrimination?
  • Discriminating
  • Discriminating Tastes
  • Do we learn hate?
  • How did we evolve?
  • Advantages of being in a group
  • Group Study Data
  • The Robber's Cave Experiment
  • Is Group Theory Supported by Current Events?
  • Groups or Traits to consider in the reduction of bias in the legal profession
  • The protected classes are just a start
  • Perhaps broad definitions of 'diversity' are helpful in defining the scope of our anti-bias efforts
  • Still allowed to judge or discern, but judge with knowledge of the individual
  • How do we reduce bias?
  • How do we make everyone feel equal?
  • The Judge and the Fishing Story
  • The Skilled Mediator Example
  • Bias in Action
  • Can we learn to withhold judgment?
  • Question Everything

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - Elimination of Bias: 1.0 Credits
CT - General: 1.0 Credits
FL - Ethics: 1.0 Credits
IL - Diversity and Inclusion: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - Diversity Inclusion Elimination of Bias: 1.2 Credits
NY - Diversity and Inclusion: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
OK - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Steven A Nielsen
Based in Larkspur, California, Steven A. Nielsen is a U.S. registered patent attorney with many years of experience in patent procurement and in achieving favorable results in federal court in the field of intellectual properly litigation. Mr. Nielsen is the past chairperson of the Intellectual Property Section of the Marin County Bar Association. Mr. Nielsen received his J.D. in 1987 from Boalt Hall, University of California at Berkeley and also holds a B.A. in Computer Science. He may be contacted at steve@nielsenpatents.com, on his website, nielsenpatents.com or via his LinkedIn page.
  Course Price:
$19.99
 
 

Doing Business in South America

View Course Details

Doing Business in South America Details


Price:
$19.99

Course Description

Supremely qualified presenters address the many differences and similarities of how business is conducted in both Brazil and Argentina as compared to the United States. Topics include tax reform and compliance in Argentina, corporate governance, corporate criminal liability, an overview of the Brazilian economy, political landscape and capital markets, commonly used business structures and legal entities an introduction to the Brazilian legal system and taxation, the do's and don'ts of foreign investment, corporate and joint venture issues for U.S. investors in South America, establishing the optimal corporate structure, U.S. Taxation of Outbound Transactions (CFCs and Subpart F income) and Income Tax Treaties. Moreover, the program offers a stimulating overview of these two large countries, the opportunities they present and the intricacies of their investment structures and legal systems.

Course Agenda

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
MO - Self Study: 1.3 Credits
NH - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Fair Credit Reporting Act

View Course Details

Fair Credit Reporting Act Details


Price:
$19.99

Course Description

This course covers the basics of litigation invoking the Fair Credit Reporting Act. Potential clients are anyone whose credit reports have inaccuracies and who have not been able to get the credit reporting agencies (CRAs) to make corrections.

The FCRA provides for private civil actions against the CRAs such as Experian, Equifax and Trans Union and against the furnishers of information to the CRAs, such as banks, finance companies, and debt collectors.

The courts will cover the statutory framework, how the dispute process works, the issues that typically arise in civil litigation against the CRAs and furnishers, and the types damages consumers may seek.

There will be discussion of the types of cases that are successful under the FCRA and the types of clients and cases to avoid.

Resources available to the private practitioner will be discussed.

Course Agenda

  • Consumer Rights under the FCRA
  • Key Threshold Issue-Accuracy in Credit Reports
  • Common Inaccuracies in Credit Reports
  • The Dispute Process, a Prerequisite to a Civil Case
  • What is a Reasonable Investigation?
  • Actual Damages Available in FCRA Cases\
  • Punitive Damages
  • Discovery from CRAs and Furnishers
  • Right to Jury Trial
  • Types of FCRA Cases Commonly Litigated
  • Statute of Limitations
  • Settlement Values of FCRA Cases
  • How to Evaluate Potential Client
  • Potential clients to reject
  • Essential Resources
  • Case Law

Course Credit per State


AK - Voluntary: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
MO - Self Study: 1.0 Credits
MT - Self Study: 1.0 Credits
ND - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TN - General: 1.03 Credits

Course Presenter(s)

Mark F. Anderson
Mark F. Anderson has practiced law in San Francisco for over 45 years. He also represents consumers Fair Credit Reporting Act cases in which the consumers were damaged by inaccurate credit reporting by banks and other creditors who report credit information to Experian, Equifax, and TransUnion. He has settled over 150 cases involving inaccurate credit reporting. Mark was one of the first attorneys in California to represent consumers in lemon law cases. He has represented consumers in over 4,000 lemon law cases. He has also represented plaintiffs in numerous consumer class actions.
  Course Price:
$19.99
 
 

FOIA - Freedom of Information Act

View Course Details

FOIA - Freedom of Information Act Details


Price:
$19.99

Course Description

The crux of the Freedom of Information Act (5 U.S.C. Sec. 552) is to make Federal agencies accountable for information disclosure policies and practices. While the Act does not grant an absolute right to examine government documents, it does establish the right to request records and to receive a response to the request. If a record cannot be released, the requester is entitled to be formally advised of the reason for the denial. The requester also has a right to appeal the denial and, if necessary, to challenge it in court. Consequently, access to information of the Federal Government can no longer be controlled by arbitrary or unreviewable actions of a hidden bureaucracy. This program introduces attorneys to FOIA and (includes a discussion of FOIA and Environmental Law)

Course Agenda

  • Historical Overview of the Freedom of Information Act (5 U.S.C. Sec. 552)
  • How to make information requests
  • What types of records can be obtained using FOIA
  • FOIA Fee Waivers
  • Time frames for the government to respond to a request for public records
  • Exemptions from disclosure
  • Request Strategies
  • Department of Justice and State and Government Websites
  • How FOIA can best be used to serve the interests of clients, the public and our democracy.

    Course Credit per State


    AZ - General: 2.0 Credits
    CA - General: 1.75 Credits
    CT - General: 2.0 Credits
    FL - General: 2.0 Credits
    GA - Self Study: 1.5 Credits
    IL - General: 1.75 Credits
    IN - Distance Education: 1.8 Credits
    KY - General: 1.75 Credits
    MO - Self Study: 2.1 Credits
    MS - General: 1.8 Credits
    NH - General: 1.75 Credits
    NJ - General: 2.2 Credits
    NY - General: 2.0 Credits
    OH - Self Study: 1.75 Credits
    OK - Distance Learning: 2.0 Credits
    SC - General: 1.8 Credits
    TX - General: 2.0 Credits
    UT - Self Study: 1.5 Credits
    VA - General: 2.0 Credits

    Course Presenter(s)

    Pete Sorenson

    With more than 30 years as an attorney, lawyer and advocate, I am licensed to practice law in the District of Columbia and the State of Oregon. I specialize in the Freedom of Information Act (FOIA) law and help journalists, authors, nonprofits, for profit businesses, and others to access federal government records. I assist clients with FOIA Requests, Administrative Appeals, Judicial Reviews and FOIA litigation. In addition to assisting clients, I speak and lecture on FOIA, most recently at the Appalachian Public Interest Environmental Law (APIEL) Conference in Tennessee, University of Georgia School of Law, and at University of Tennessee College of Law.

    Public and civic service is a cornerstone, with earlier careers working for a member of Congress and as Special Assistant to the Secretary of Agriculture. I am currently serving my 24th year as an elected Commissioner on the Lane County Board of Commissioners in Eugene, Oregon. Prior to that, I served in the Oregon State Senate. My political and civic experience adds a depth and understanding to my FOIA work that is unique among lawyers.

    RECENT FOIA CASES: (2016 ? Present)
    • Food and Drug Administration: assisted journalist in obtaining the calendar of a crucial FDA official
    • Central Intelligence Agency: obtained records for a journalist writing on the activities of a prominent CIA official, used in questioning President's nominee for CIA Director
    • Environmental Protection Agency: made request for client; assisted company in obtaining a report of a competitor's product performance
    • Central Intelligence Agency: made request, filed administrative appeal and judicial review; assisted in obtaining records of a client's father's service in the CIA
    • Bureau of Land Management: on behalf of a nonprofit organization, filed judicial review, obtained records and then obtained significant judgment for attorneys' fees for that work
    • Agricultural Marketing Service: filed judicial review; assisted nonprofit organization in obtaining records and then obtained judgment for attorneys' fees for that work February 6, 2020

    Federal Bureau of Investigation: filed request and administrative appeal on behalf of an individual seeking DNA evidence in criminal matter; obtained records; matter pending Centers for Medicare and Medicaid Services: assisting client in obtaining records held by CMS (in progress) Environmental Protection Agency: filed judicial review, obtained records, and obtained settlement of attorneys' fees for engineering firm needing data and reports

    CURRENT WORK:
    • 1997 ? Present Elected County Commissioner, Lane County Board, Eugene, Oregon
    • 1982 ? Present Attorney and Owner, Sorenson Law Office, Eugene, Oregon
    PAST EXPERIENCE:
    • 2005 ? 2006 Adjunct Professor, School of Law, University of Oregon
    • 1993 ? 1997 Oregon State Senator (Member of Judiciary Committee), Salem, Oregon
    • 1984 ? 1985 Visiting Professor, Department of Geography, University of Oregon
    • 1983 ? 1984 Instructor, Dept. of Planning, Public Policy and Management, University of Oregon
    • 1981 ? 1982 Volunteer Prosecutor, Lane County District Attorney's Office, Eugene, Oregon
    • 1979 ? 1982 Law Clerk, Dwyer Simpson and Wold, Attorneys, Eugene, Oregon
    • 1977 ? 1979 Special Assistant, Office of the Secretary of Agriculture, Washington, DC
    • 1974 ? 1977 Legislative Assistant, Congressman Jim Weaver (Oregon), Washington, DC
    EDUCATION:
    • 1996 ? Certificate of Completion, Program for America's Emerging Political Leaders, Darden School, University of Virginia, Charlottesville, Virginia
    • 1982 ? J.D. University of Oregon School of Law, Eugene, Oregon
    • 1979 ? M.A. University of Oregon Geography Department, Eugene, Oregon
    • 1973 ? B.A. University of Oregon Geography Department, Eugene, Oregon
    • 1972 ? A.A. Southwestern Oregon Community College, Coos Bay, Oregon
    BAR MEMBERSHIPS:
    • 1994 United States District Court for the District of Columbia
    • 1993 United States Court of Appeals for the District of Columbia Circuit
    • 1993 District of Columbia Court of Appeals
    • 1991 Supreme Court of the United States of America
    • 1984 United States Court of Appeals for the Ninth Circuit
    • 1983 United States District Court for the District of Oregon
    • 1982 Lane County Bar Association
    • 1982 Oregon State Bar
  Course Price:
$19.99
 
 

Foreign Financial Accounts

View Course Details

Foreign Financial Accounts Details


Price:
$19.99

Course Description

The government crackdown on foreign accounts over the past several years has created uncertainty about taxation and compliance. This program sheds some lights on the topic. It provides an overview of foreign financial accounts, private banking in Switzerland, investments, asset protection, client responsibilities, and FATCA, (the Foreign Account Tax Compliance Act). It presents a thorough discussion of tax reporting and compliance, penalties for non-disclosure, and options available for remedying non-compliance. In addition, the presenters discuss tax preparation for foreign transactions, distinguishing between U.S. and non-U.S. persons for tax purposes, Nexus, disclosure and more.

Course Agenda

Private Banking in Switzerland
  • Why Switzerland?
  • Swiss Vital Statistics
  • What is a Private Bank?
  • Diversification: Investments, Currency and Jurisdiction
  • Portfolios
  • Bank Compliance
Compliance with FBAR Filing Requirements & Government Enforcement of Offshore Compliance
  • Reporting Requirements Related to Offshore Accounts and Assets
  • Foreign Bank Account (FBAR) Reporting
  • FBAR Filing Requirements
  • Other International Reporting Requirements
  • Criminal and Civil Penalties ? FBAR Violations
  • Willful or Non-Willful Penalty?
  • Maximum Amount of FBAR Willful Penalty
  • Non-Willful Penalty
  • Recent Developments in Offshore Tax Enforcement
  • Undisclosed Foreign Accounts ? What to Do?
  • Voluntary Disclosure Resolution Framework
  • Streamlined Filing Compliance Procedures
  • Delinquent FBAR Procedures and Delinquent International Information Return Submission Procedures
  • Alternatives for Voluntary Disclosure
  • Audit and Litigation
Compliance in Cross Border Foreign Direct Investing
  • US Persons Defined
  • Reporting Primary Tax Filings
  • Foreign Tax Credit Form 1118 & 1116
  • Reporting Foreign Activity
  • GILTI
  • Disclosures

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
TN - General: 1.07 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

International Income and Estate Tax Planning

View Course Details

International Income and Estate Tax Planning Details


Price:
$19.99

Course Description

Manya Deva Natan and Jacob Stein discuss international estate planning and income tax planning for non-resident aliens.

Course Agenda

  • What structures can NRAs use to navigate around the low exclusion amount and why it pays to plan
  • The dream inheritance ? U.S. citizen/resident heirs of NRAs
  • Discussion of case studies from real-life
  • Avoiding or minimizing withholding on US income
  • FIRPTA, portfolio income loans, branch profits tax
  • Optimal structures for NRA investment in the US

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Managing Sexual Harassment Investigations and Employee Training Obligations

View Course Details

Managing Sexual Harassment Investigations and Employee Training Obligations Details


Price:
$19.99

Course Description

California law has taken a leading role in requiring proactive steps to prevent workplace harassment and bullying. This session covers the latest rule changes, which impact small business, including law firms, more than ever before in terms of workplace training obligations as well as the need to put message into action by investigating issues of harassment and abusive conduct in the workplace. With a 2020 deadline approaching for expanded workplace training requirements, and at a time when the number of harassment and bullying claims continues to increase, the need to stay in compliance warrants everyone's attention.

Course Agenda

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Thomas A. Lenz
Experience

Thomas A. Lenz is a Partner in Atkinson, Andelson, Loya, Ruud & Romo, (AALRR), a leading full-service firm with over 180 attorneys in 9 offices in California. Mr. Lenz handles all aspects of labor and employment law issues and heads the firm's traditional labor and National Labor Relations Board practices. He works with employers in all major industries across California and the West. Mr. Lenz served as Chair of the Labor and Employment Section for the California Lawyers Association (formerly the State Bar of California) during the 2017-2018 term. He serves as a Lecturer in Law, teaching at the USC Gould School of Law.

Education

Tom received his undergraduate degree from Marquette University and his law degree from the Louisiana State University Law Center. Tom studied in Spain during college (Universidad Complutense de Madrid) and in France during law school (Universite d'Aix‐en‐Provence).

Memberships

Tom sits on a variety of boards and committees, including San Gabriel Valley Economic Partnership (Board Member), International Institute of Los Angeles (Secretary), State Bar of California Labor and Employment Section (Executive Committee Officer), Associated Builders and Contractors (National Legislative Committee Member), National Club Association (Board Member), Orange County Labor and Employment Relations Association/OC LERA (Past President and current Board Member), and Marquette University Alumni Club of Southern California (Past President and current Board Member).

Awards and Recognitions

Tom has been named to the Top One Hundred Labor Attorneys in the United States by Labor Relations Institute, Inc., a leading industry information source.

  Course Price:
$19.99
 
 

Mindfulness and Elimination of Bias for Attorneys

View Course Details

Mindfulness and Elimination of Bias for Attorneys Details


Price:
$19.99

Course Description

This course provides takes a look at the concept of Implicit bias and explores its implications in the law profession. It then looks at the practice of mindfulness and how it can be a useful tool to avoid the negative consequences of Implicit Bias. Mr. Smith shares his own experience as a lawyer and how mindfulness was usefulness in overcoming biases in his law practice.

Course Agenda

  • Defining Implicit Bias
  • Implicit Bias in the Law Profession
  • Defining Mindfulness
  • Brain States and Mindfulness
  • Mindfulness Practice
  • Example of Mindfulness working against Racism
  • Practical Examples of Mindfulness Practice in the context of Law Practice

Course Credit per State


AZ - General: 1.0 Credits
CA - Elimination of Bias: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NH - General: 1.0 Credits
NJ - Diversity Inclusion Elimination of Bias: 1.2 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
SC - General: 1.03 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Lawrence M. Smith
Lawrence M Smith, Esq. received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Smith is currently working in private practice and resides in Sacramento, California and specializes in Consumer Collections and has over 25 years of experience in this field.
  Course Price:
$19.99
 
 

Music Copyright: the 2x6 Workshop

View Course Details

Music Copyright: the 2x6 Workshop Details


Price:
$29.99

Course Description

San Francisco Bay Area based Entertainment Law attorney Mark A. Pearson of ARC Law Group discusses the fundamentals of copyright in the music industry, focusing on the foundation of "two copyrights and six royalty streams." Mark breaks down how to protect written and recorded music and provides insights into how each is monetized. Topics include an overview of U.S. Copyright Law, protection of copyright rights, how to effectively work with producers/songwriters, performing rights societies, and licensing. He also discusses streaming royalties and changes under the Music Modernization Act. This program is designed to help attorneys who may already represent artists and other industry professionals, or who may have the opportunity to do so, understand the basics of music copyright and the implications of new content-delivery technologies.

Course Agenda

  • Two Music Copyrights
  • Six Revenue Streams
  • Composition
  • Sound Recording
  • Copyright Duration
  • Copyright Registration
  • Music Copyright - 2x6
  • Music Streaming

Course Credit per State


AK - Voluntary: 2.0 Credits
AZ - General: 2.0 Credits
CA - General: 1.5 Credits
CT - General: 1.5 Credits
FL - General: 2.0 Credits
GA - Self Study: 1.5 Credits
IL - General: 1.5 Credits
IN - Distance Education: 1.7 Credits
ME - Self Study: 1.66 Credits
MO - Self Study: 2.0 Credits
MT - Self Study: 1.5 Credits
NH - General: 2.0 Credits
NJ - General: 2.0 Credits
NV - General: 1.5 Credits
NY - General: 2.0 Credits
OK - Distance Learning: 2.0 Credits
PA - Distance Learning: 1.5 Credits
SC - General: 1.68 Credits
TX - General: 1.75 Credits
UT - Self Study: 1.5 Credits

Course Presenter(s)

Mark A. Pearson
Mark A. Pearson is the principal counsel at ARC Law Group, a law firm focused on advising Creative, Talented and Entrepreneurial clients in the areas of business, entertainment, sports and technology law. Following his career as an award-winning television producer, Mark spent the past decade advising some of the hardest working acts in the music biz, including international touring artists Con Brio, Front Country and DJ Mark Farina, as well as, up and coming acts such as Barrio Manouche and Ellise. In addition to his work in the music industry, Mark served as production counsel for Academy Award nominee, Borrowed Time and was recently awarded the Governor's Citation Medallion for his service to the National Academy of Television Arts & Sciences (Emmy® Award). Based in the San Francisco Bay Area, but with clients in Los Angeles, Chicago, New York and Nashville, Mark also advises leading entertainment-technology disruptors like TuneGo, Caffeine and Fandor.
  Course Price:
$29.99
 
 

NLRB-Labor Law Update

View Course Details

NLRB-Labor Law Update Details


Price:
$19.99

Course Description

Changes in the composition of the National Labor Relations Board have led to changes in workplace law. The scope of employees? protected activity as well as employers? rights to set policy and to manage the workforce are in flux. More change is anticipated as the NLRB looks at setting new standards for union organizing, workplace access of union representatives, use of electronic communications, and the scope of protected employee dissent. In case rulings, guidance memos, and proposed regulations, this is a time of change labor and employment law practitioners need to follow.

Course Agenda

  • The National Labor Relations Act vests employees with rights under Section 7 to engage in activities relating to unions, mutual aid and protection on wages, hours, and terms and conditions of employment, or to refrain from such activity.
  • The NLRB has two principal functions pursuant to the NLRA:
  • enforcing laws to ensure that workers may freely exercise their rights under Section 7 of the National Labor Relations Act (the Act) without any interference from employers or unions, and
  • holding secret ballot elections at which workers can choose whether to have a union represent them.

Course Credit per State


AK - Voluntary: 1.0 Credits
AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.1 Credits
MO - Self Study: 1.3 Credits
MT - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
SC - General: 1.11 Credits
TN - General: 1.12 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Thomas A. Lenz
Experience

Thomas A. Lenz is a Partner in Atkinson, Andelson, Loya, Ruud & Romo, (AALRR), a leading full-service firm with over 180 attorneys in 9 offices in California. Mr. Lenz handles all aspects of labor and employment law issues and heads the firm's traditional labor and National Labor Relations Board practices. He works with employers in all major industries across California and the West. Mr. Lenz served as Chair of the Labor and Employment Section for the California Lawyers Association (formerly the State Bar of California) during the 2017-2018 term. He serves as a Lecturer in Law, teaching at the USC Gould School of Law.

Education

Tom received his undergraduate degree from Marquette University and his law degree from the Louisiana State University Law Center. Tom studied in Spain during college (Universidad Complutense de Madrid) and in France during law school (Universite d'Aix‐en‐Provence).

Memberships

Tom sits on a variety of boards and committees, including San Gabriel Valley Economic Partnership (Board Member), International Institute of Los Angeles (Secretary), State Bar of California Labor and Employment Section (Executive Committee Officer), Associated Builders and Contractors (National Legislative Committee Member), National Club Association (Board Member), Orange County Labor and Employment Relations Association/OC LERA (Past President and current Board Member), and Marquette University Alumni Club of Southern California (Past President and current Board Member).

Awards and Recognitions

Tom has been named to the Top One Hundred Labor Attorneys in the United States by Labor Relations Institute, Inc., a leading industry information source.

  Course Price:
$19.99
 
 

Sophisticated Planning for High Net Worth Individuals

View Course Details

Sophisticated Planning for High Net Worth Individuals Details


Price:
$19.99

Course Description

Transactions and Asset Protection, discusses trends and developments in a number of important areas. He reviews in detail how the drafting of irrevocable trusts has changed over the last 10 years and how to best structure these instruments to allow for greater flexibility through the use of a "trust protector." He discusses how irrevocable trusts can be used to protect assets, to provide privacy for assets, to enhance tax planning and their use in offshore planning. He describes the use of LLCs and which states may be the most advantageous for LLC/trust formation. He discusses specific trust provisions, asset protection with both domestic and foreign trusts, and which types of trusts may be most useful for assets which may be expected to appreciate in value, like start-ups. Additional topics include international tax planning, structuring foreign investment in the U.S., pre-immigration tax planning, and which offshore jurisdictions may be favored.

Course Agenda

  • Structuring Irrevocable Trusts
  • Asset Protection
  • Asset Protection with Trusts
  • Asset Protection with Domestic Trusts
  • Asset Protection with Foreign Trusts
  • Foreign Trusts - Tax Treatment and Reporting
  • Defective Grantor Trusts
  • SCINs
  • GRATs
  • Income Tax Planning with DINGs
  • Monetized Installment Sale
  • Foreign Investment - FDAP and Capital Gains
  • Foreign Investment - Effectively Connected Income
  • Foreign Investment - Branch Profits Tax
  • Foreign Investment: FIRPTA
  • Foreign Investment: FIRPTA
  • Pre-Immigration Tax Planning

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
MO - Self Study: 1.0 Credits
MS - General: 1.1 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
SC - General: 1.08 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 


About Contact US FAQ State Rules
© 2009-2020 MCLEZ P.O. Box 215 Patterson CA 95363 Toll Free: 877-406-2539 | Privacy Policy | Terms Of Use - Analytics