Estate and gift tax audits are on the rise. Armed with $60 billion in supplemental funding from Congress, a reinvigorated IRS and its army of new revenue agents are aggressively challenging tried-and-tested estate planning techniques. Now more than ever, estate planners need to understand the audit process and procedures for defending taxpayers in tax controversies. Register for this program and gain insights you need to prepare ironclad plans now and insights on how to defend those that will be the subject of IRS scrutiny later.

In long-awaited final rules, the IRS has finally clarified the controversial 10-year rule for inherited individual retirement accounts (IRAs). These rules include required minimum distributions (RMDs) to ensure that pretax savings are eventually withdrawn and taxed. RMDs are an important reality when it comes to planning your retirement income. Now is a good time to make sure your clients understand the rules and update their plans according to these and other recent regulations and proposed changes.

In today’s uncertain world, more high-net-worth Americans are exploring alternative residency or citizenship options to safeguard their wealth, create new opportunities, and secure their legacy. However, where you hold citizenship doesn’t have to limit where you live. After acquiring a second passport, tax considerations come into play. Should U.S. citizenship (or green card status) be terminated? What are the tax consequences? When considering expatriation, the focus often shifts to navigating the complex income, estate, and gift tax implications. As trusted advisors to clients seeking these alternatives, it's essential to deliver estate planning solutions that are clear, cost-effective, and designed to avoid litigation—ensuring their assets and future are fully protected.

Session 1: Overview of SSI and SSDI Session 2: SSI Non-Disability Eligibility Session 3: Disability Eligibility Social Security disability programs continue to be a major source of cash and health benefits for individuals with disabilities. However, dealing with a large federal agency can be daunting and overwhelming, especially for an unrepresented claimant. The program begins with an overview of the two disability programs administered by the Social Security Administration (SSA), with emphasis on eligibility requirements and procedures, including online procedures and any remaining COVID-19 related procedures, basic disability eligibility standards and non-disability issues such as income, resources, and non-citizen criteria. An explanation of the recently revised evidence submission and analysis rules begins the afternoon session followed by an overview of the appeals process for disability applications. Concluding the program is a review of certain post-entitlement issues, with special emphasis on continuing disability reviews, work incentives rules, and benefits overpayments. The training is for legal services advocates, lawyers in private practice who are thinking of representing clients before SSA, social and health workers, and community activists.

Session 4: Proving Disability Session 5: Applications and Appeals; Q&A Session Session 6: Rules of Representation Social Security disability programs continue to be a major source of cash and health benefits for individuals with disabilities. However, dealing with a large federal agency can be daunting and overwhelming, especially for an unrepresented claimant. The program begins with an overview of the two disability programs administered by the Social Security Administration (SSA), with emphasis on eligibility requirements and procedures, including online procedures and any remaining COVID-19 related procedures, basic disability eligibility standards and non-disability issues such as income, resources, and non-citizen criteria. An explanation of the recently revised evidence submission and analysis rules begins the afternoon session followed by an overview of the appeals process for disability applications. Concluding the program is a review of certain post-entitlement issues, with special emphasis on continuing disability reviews, work incentives rules, and benefits overpayments. The training is for legal services advocates, lawyers in private practice who are thinking of representing clients before SSA, social and health workers, and community activists.

Session 7: New ISM Session 8: SSI and SSDI Work Incentives Session 9: Overpayments; Q&A Session Social Security disability programs continue to be a major source of cash and health benefits for individuals with disabilities. However, dealing with a large federal agency can be daunting and overwhelming, especially for an unrepresented claimant. The program begins with an overview of the two disability programs administered by the Social Security Administration (SSA), with emphasis on eligibility requirements and procedures, including online procedures and any remaining COVID-19 related procedures, basic disability eligibility standards and non-disability issues such as income, resources, and non-citizen criteria. An explanation of the recently revised evidence submission and analysis rules begins the afternoon session followed by an overview of the appeals process for disability applications. Concluding the program is a review of certain post-entitlement issues, with special emphasis on continuing disability reviews, work incentives rules, and benefits overpayments. The training is for legal services advocates, lawyers in private practice who are thinking of representing clients before SSA, social and health workers, and community activists.

Session 7: Hot Topics Join us for this annual program! Get the business and tax planning solutions you need to build enduring family business succession plans. Improve your clients' chances of achieving long term generational wealth. Approximately 30% of all family-owned businesses pass to a second generation, with only 12% reaching a third. Less than 5% see a fourth-generation or more. Many family business owners aspire to see their enterprises thrive for generations but often overlook the critical planning required. Others lack the expertise to integrate business and tax decisions into a cohesive succession plan. In these cases, family businesses rely on expert legal counsel for guidance. Prepare yourself with legal resources you’ll need to answer your clients’ questions with this one-of-a-kind course. The legal insights shared by our expert faculty will help you better the odds for your family business or the ones you represent.

Session 8: Litigation Landmines: Navigating Family Business Interests Join us for this annual program! Get the business and tax planning solutions you need to build enduring family business succession plans. Improve your clients' chances of achieving long term generational wealth. Approximately 30% of all family-owned businesses pass to a second generation, with only 12% reaching a third. Less than 5% see a fourth-generation or more. Many family business owners aspire to see their enterprises thrive for generations but often overlook the critical planning required. Others lack the expertise to integrate business and tax decisions into a cohesive succession plan. In these cases, family businesses rely on expert legal counsel for guidance. Prepare yourself with legal resources you’ll need to answer your clients’ questions with this one-of-a-kind course. The legal insights shared by our expert faculty will help you better the odds for your family business or the ones you represent.

Session 9: Trust Modification: Planning in Light of CCA 20235018 Session 11: Protecting Business Intangibles: What to Do After FTC Curtails Noncompete Agreements Join us for this annual program! Get the business and tax planning solutions you need to build enduring family business succession plans. Improve your clients' chances of achieving long term generational wealth. Approximately 30% of all family-owned businesses pass to a second generation, with only 12% reaching a third. Less than 5% see a fourth-generation or more. Many family business owners aspire to see their enterprises thrive for generations but often overlook the critical planning required. Others lack the expertise to integrate business and tax decisions into a cohesive succession plan. In these cases, family businesses rely on expert legal counsel for guidance. Prepare yourself with legal resources you’ll need to answer your clients’ questions with this one-of-a-kind course. The legal insights shared by our expert faculty will help you better the odds for your family business or the ones you represent.

Session 10: Independent Contractor vs. Employee: Tax vs. Labor Law Join us for this annual program! Get the business and tax planning solutions you need to build enduring family business succession plans. Improve your clients' chances of achieving long term generational wealth. Approximately 30% of all family-owned businesses pass to a second generation, with only 12% reaching a third. Less than 5% see a fourth-generation or more. Many family business owners aspire to see their enterprises thrive for generations but often overlook the critical planning required. Others lack the expertise to integrate business and tax decisions into a cohesive succession plan. In these cases, family businesses rely on expert legal counsel for guidance. Prepare yourself with legal resources you’ll need to answer your clients’ questions with this one-of-a-kind course. The legal insights shared by our expert faculty will help you better the odds for your family business or the ones you represent.