Learn the latest on Disinheriting the IRS and Trust Strategies 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.

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 program will cover the latest developments and strategies that impact trust and retirement planning and savings for both individuals and businesses. 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, multi-national considerations, maximizing income after retirement, gift taxation, 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 Trust Strategies CLE:

a. Latest Developments in Tax & Trust Planning

b. Effective Tools to Mitigate Tax Exposure

c. Disinheriting the IRS

d. Updates involving Statutes, Rules, and Proposed Laws

e. Cutting-edge International Considerations

f. Tools for Small and Growing Businesses

g. Using Amendments to the Tax Rules to Benefit Clients

h. Maximizing Income after Retirement

i. Gift Taxation

j. Tax-efficient Structures

k. International Considerations & Using Investments to Minimize Taxation

Recorded Question and Answer Session

Biography of Seminar Faculty:

1. Patrick McCormick is a Partner at Offit Kurman’s Business Law and Transactions group, focusing his practice entirely on international tax matters. He represents both business and individual clients on all aspects of United States international tax rules, both from an income tax and estate/gift tax perspective. Mr. McCormick has worked with clients in over 80 countries on American tax considerations of multinational activities, cultivating specialized knowledge in every area of United States multinational tax rules. His narrow focus has facilitated an expertise in the field, trusted by clients and advisors around the world to obtain optimal results on international tax matters. He is a highly sought-after speaker and prolific authority on American-side international tax matters. Mr. McCormick speaks regularly on all aspects of international tax to tens of thousands of attendees annually. He is a regular contributor to America’s premier tax law publications, including Tax Notes, Journal of Taxation, Tax Notes International, and Law360. He published his first treatise on international tax matters, Allocation and Apportionment Rules Under Secs. 861-865, for Thomson Reuters’ Catalyst platform. Mr. McCormick released a 15-hour digital course entirely dedicated to nonresident taxation, United States Tax Considerations for Nonresident Taxpayers. Mr. McCormick has been listed in SuperLawyers for the past six years. Mr. McCormick counsels a range of clients from individuals to businesses with their international tax and legal needs. When counseling individual clients, he assists with residency planning, asset ownership structuring, and minimization of global income tax bills for foreign-sourced income items. His business client representation includes an extensive scope of multinational transactions, including classification of foreign entities, options for structuring multinational transactions, and minimization of American anti-deferral tax mechanisms. Mr. McCormick’s specific and comprehensive practice allows him to assist clients when international factors are most relevant. He is a graduate of Vanderbilt University Law School and holds an LL.M. in Tax from NYU Law School.

2. Roman Basi is the President of The Center for Financial, Legal, & Tax Planning, Inc., a law/accounting firm specializing in tax/business law, estate planning and succession planning. He practices in the areas of business succession, mergers and acquisitions, retirement and estate planning, real estate, corporation structures, tax aspects of business decisions for closely held and family businesses, trademark applications, trademark oppositions, patent applications, and trial litigation. Mr. Basi holds an MBA and is a licensed Attorney, Real Estate Broker, Real Estate Sales Associate, Title Insurance Agent, and Private Pilot. He is a highly sought-after speaker and author, including having published a workbook on Secured Transactions and Series Limited Liability Companies, in addition to numerous articles.

3. Bart A. Basi, Ph.D. is a nationally recognized attorney, certified public accountant, and business consultant. He is a Senior Advisor at The Center for Financial, Legal & Tax Planning, Inc., where he focuses on financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He has published five books, fourteen workbooks, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include Money Matters, The American Journal of Small Business, The Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive. Dr. Basi has served on the faculties of numerous universities across the country. He is listed in Harvard Business School Profiles in Business and Management.

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 State Board of CLE for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for 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

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.