Learn the latest on Disinheriting the IRS and Mastering the Inflation Reduction Act of 2022 with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.
Disinheriting the IRS and Mastering the Inflation Reduction Act of 2022 CLE
90-Minute On-demand Seminar and Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to complete Course/Reference Material and Complimentary Podcast.
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: A growing middle class has turned to attorneys to lawfully protect trillions of dollars annually from taxation. Ethically disinheriting the IRS and mitigating tax exposure have never been in greater demand than today, as clients are more focused than ever on take-home pay and savings. The IRS is expected to nearly double with 87,000 more agents being hired through the Inflation Reduction Act of 2022. The program will cover the latest developments and strategies that impact tax and retirement planning and savings for both individuals and businesses, as well as the impact of the Inflation Reduction Act. The Rossdale faculty for this seminar features several leading experts, who will discuss comprehensive tax & trust planning, mitigating tax exposure, tax-efficient entities, wealth transfers, maximizing income after retirement, and using the amendments to the tax rules to benefit clients. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference.
Agenda: Disinheriting the IRS and Mastering the Inflation Reduction Act of 2022 CLE: a. Disinheriting the IRS
b. Cutting-edge Trust & Estate Strategies
c. Benefits for Small Businesses & Retirement Plans
d. Maximizing Income & Tax Benefits After Retirement
e. IRA's & Other Retirement Plans
f. Planned Inheritance Strategies
g. Mastering the Inflation Reduction Act of 2022
h. Forthcoming Incentive & Audit Changes from the Inflation Reduction Act
i. Updates to IRAs & Roth IRAs
j. Tools to Reduce Tax Exposure
Recorded Question & Answer Session Biography of Seminar Faculty: 1.
Denise Appleby is the CEO of Appleby Retirement Consulting Inc., where she focuses on IRA tools and resources. She has nearly two decades of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations. Ms. Appleby has held several senior retirement plans related positions with Pershing LLC and extensive experience with training the staff and financial advisors of many broker-dealers on retirement plans related topics. She has also provided training to hundreds of financial advisors, as well as tax and legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs and qualified plans. Ms. Appleby's wealth of knowledge in retirement plans led to her making appearances on CNBC's Business News, Fox Business Network and numerous radio shows, as wells as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack of explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country. With her experience, interests and qualifications dedicated to retirement plans, Ms. Appleby has co-authored several books on retirement accounts: Roth IRA Answer Book (Aspen Publishers); Quick Reference to IRAs (Aspen Publishers) and Adviser's Guide to Retirement Plans for Small Businesses (AICPA). She is a graduate of the John Marshall Law School.
2.
Salvatore LaMendola is a Partner at Giarmarco, Mullins and Horton, P.C., where he focuses on estate planning, post-death trust administration, planning for retirement plan benefits, and modifying irrevocable trusts via trust "decanting" and other techniques. He is a member of the LL.M. adjunct law faculty at Thomas M. Cooley Law School. Mr. LaMendola has been published in CCH Financial and Estate Planning; the M. Probate and Estate Planning Journal, and the State Bar Journal. He has also authored the book Estate Planning for Catholics: A Guide to Doing God's Will in Your Will (and Other Estate Planning Documents) which is available at Amazon, Barnes & Noble, and other book sellers.
3.
Hilary Lefko is a Partner at Norton Rose Fulbright US LLP, where she focuses on all areas of federal income tax law, with a particular emphasis on tax controversy and renewable energy tax issues. She represents developers and investors in various energy and renewable energy projects, including transactions involving section 45 production tax credits for the production of electricity from renewable resources, including the purchase and sale of wind, open-loop biomass, landfill gas, geothermal and refined coal facilities. She also advises on section 48 investment tax credits for solar projects, the Section 1603 Treasury Grant Program and other renewable energy incentives. Ms. Lefko frequently represents purchasers and sellers of ownership interests in single renewables projects and portfolios of renewables projects. She also advises US and foreign Tax planning for non-US businesses of US companies, offshore funds, domestic and international project finance and a variety of US inbound international business transactions. Earlier in her career, Ms. Lefko served as an aide to Senator Joseph I. Lieberman and to Congressman Cal Dooley. Ms. Lefko holds an LL.M. in Taxation from Georgetown University Law Center.
CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Alabama State Bar MCLE Commission for 1.5 MCLE credits
Alaska Bar Association for 1.5 CLE Credits *
Arizona State Bar for 1.5 CLE credits**
California State Bar for 1.5 MCLE credits
Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits
Connecticut for 1.5 CLE Credits
District of Columbia (CLE credits are not required)***
Florida Bar for 2.0 CLE credits
Georgia Bar for 1.5 CLE credits
Hawaii for 1.5 CLE credits
Idaho State Bar for 1.5 CLE credits
Indiana Commission for Continuing Legal Education for 1.5 CLE Credits
Iowa Commission on Continuing Legal Education for 1.5 CLE Credits
Kansas Continuing Legal Education Commission for 1.5 CLE Credits
Kentucky Bar Association for 1.5 CLE Credits
Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits
Maryland (CLE credits are not required)***
Massachusetts (CLE credits are not required)**
Michigan (CLE credits are not required)***
Minnesota State Board of Continuing Legal Education for 1.5 CLE credits
Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
Missouri Bar for 1.8 MCLE Credits
Montana Commission of CLE for 1.5 CLE Credits
Nevada Board of Continuing Legal Education for 1.5 CLE credits
New Hampshire for 1.5 CLE credits ****
New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)
New York State Bar for 1.5 CLE credits
North Carolina State Bar Continuing Legal Education for 1.5 CLE credits
Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits
Oklahoma Bar Association for 1.5 CLE Credits
Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits
Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)
South Dakota (CLE credits are not required)***
Tennessee Commission on CLE for 1.5 CLE Credits
Texas State Bar for 1.5 CLE credits
Utah State Board of Continuing Legal Education for 1.5 MCLE credits
Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits
Virginia State Bar for 1.5 MCLE credits
Washington for 1.5 CLE credits
West Virginia for 1.8 CLE credits
Wisconsin Board of Bar Examiners for 1.5 CLE credits
Wyoming State Bar for 1.5 CLE credits
Additional States - call customer service at (888) 626-3462
* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.
** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.
**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.
For additional questions, please call 888-626-3462.
REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST. You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.