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Showing 1 - 25 of 215 Results


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Current Topics in Professional Ethics for Accountants and Attorneys -- Current Topics in Professional Ethics for Accountants and Attorneys

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From the program: Current Topics in Professional Ethics for Accountants and Attorneys

Recorded on: Jul. 18, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. While this program offers CPE (NASBA) credit, it has expired for CLE credit in many states. Please check the credit calculator to the right. No CLE certificate will be issued if credit has expired in your state. Lecture Topics  [01:30:35] Upon the successful completion of this program, the participant will be able to:  ...

Current Topics in Professional Ethics for Accountants and Attorneys

Transcripts  Transcripts    

Recorded on: Jul. 18, 2016

BROOKE BAILEY: --final session. The topic is Professional Ethics for Accountants and Attorneys, Current Topics. And we'll continue with J. Michael Matthews as the presenter. Again, feel free to chime in with questions or comments. Keep the flow open here. J. MICHAEL MATTHEWS: I do invite a collaborative involvement here, because ethics presents some challenges, opportunities, for discussion, and I'd be delighted to have that discussion. The title ...

Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties -- Special Rules for the Professionals: Return Preparer Penalties and Ethical Standards

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From the program: Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties

Recorded on: May. 1, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:01:58] Upon the successful completion of this program, the participant will be able to: Recall the various provisions of Circular 230 applicable to professionals practicing before the Internal Revenue Service (IRS). Identify Circular 230 sanctions applicable to professionals practicing before ...

Ethical Considerations for Attorneys Representing Detained Immigrants

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From the program: Ethical Considerations for Attorneys Representing Detained Immigrants (Free)

Released on: Aug. 3, 2017

As of April 2017, there were 884 individuals detained ICE custody in Northern California alone.  And in fiscal year 2016, the Department of Homeland Security reports having apprehended 530,250 individuals nationwide and conducted a total of 450,954 removals and returns. We are fortunate that in recent months, private and public funding has increased for pro bono representation of detained immigrants in several localities around the country. Representation ...

Trusts and Estates: Asset Protection Planning

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Recorded on: Sep. 13, 2017

Taken from the Web Program Recorded September 11 - 12, 2017 in New YorkTrusts and Estates: Asset Protection Planning [01:04:13]• The need for and ethical considerations in asset protection planning • It's not just self-settled trusts • Domestic and Foreign Asset Protection Trusts – Pros and Cons • Tax Considerations and Compliance  Gideon RothschildThe purchase price of this Web Program segment ...

Critical Ethics Issues for the IP Lawyer

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Recorded on: Oct. 4, 2017

Taken from the Web Program Recorded October 2 - 3, 2017 in New YorkCritical Ethics Issues for the IP Lawyer [00:59:31] Conflicts and disqualification:latest updates on conflicts, disqualification and advance waivers Ethical issues before the USPTO:latest actions by the Office of Discipline and Enrollment Malpractice issues:recent case law concerning standard of care, causation and damages, and the relation of conflicts in proving ...

Ethical Issues in Working with Pro Bono Clients in 2017

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Recorded on: Oct. 30, 2017

Taken from the briefing Ethical Issues in Working with Pro Bono Clients in 2017 recorded October 2017 in New York. Pro Bono clients are like any other clients in many ways. But some Pro Bono clients present ethical issues for attorneys that are often different than presented by fee-paying or contingent fee clients. Lawyers sometimes face difficult questions about defining who the client is, communication with clients, clients with diminished ...

Ethical Issues Confronting Life Sciences Patent Lawyers

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Recorded on: Nov. 2, 2017

Taken from the Web Program Recorded November 1, 2017 in New YorkEthical Issues Confronting Life Sciences Patent Lawyers [01:01:35]This session will address: Ethics before the PTAB Introduction to PTO Rules/ABA Model Rules Atlanta Gas Light Co. v Bennett Regulatory Guards (IPR2015-00826) (compliance with PTAB rules) RPX Corporation v. Applications In Internet Time, LLC (IPR2015-01750) (protective order obligations) ...

Ethical Issues in Working with Pro Bono Clients in 2017

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Recorded on: Nov. 3, 2017

AMY TAUB: Thank you. Hello. My name is Amy Taub, and I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing-- Ethical Issues in Working with Pro Bono Clients in 2017. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to material for ...

PLI's California MCLE Marathon 2017: Current Developments in Legal Ethics-Competence Issues-Elimination of Bias -- Thorny Issues of Privilege and Confidentiality

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From the program: PLI's California MCLE Marathon 2017: Current Developments in Legal Ethics-Competence Issues-Elimination of Bias

Recorded on: Dec. 11, 2017

Taken from the Web Program PLI's California MCLE Marathon 2017: Current Developments in Legal Ethics-Competence Issues-Elimination of Bias Recorded December 2017 in San Francisco Thorny Issues of Privilege and Confidentiality [01:34:30] Analyze legal and ethical implications of LA County Board of Supervisors v. Sup. Ct. Consider disgorgement as a remedy for misuse of confidential information Explore issues of attorneys as whistleblowers: ...

IP Issues in Business Transactions 2018 -- Avoiding Ethics Issues in IP Transactions

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From the program: IP Issues in Business Transactions 2018

Recorded on: Jan. 10, 2018

Taken from the Web Program IP Issues in Business Transactions 2018 Recorded January 2018 in New York Avoiding Ethics Issues in IP Transaction [01:00:22] Identifying situations involving potential unlicensed practice of law Attorney ethical obligations relating to non-clients When are conflicts unwaivable? Attorney misconduct and duty to report The purchase price of this Web Program segment includes the following article ...

Avoiding Ethics Issues in IP Transactions

Transcripts  Transcripts    

Recorded on: Jan. 10, 2018

ERIC A. PRAGER: Great. Thank you very much. You have all made it through, and you're about to earn your ethics credits. So thank you. So this presentation is one that I created a number of years ago and have modified as time has marched on. I had come across, in the course of CLE programs, a lot of ethics programs that focused on litigation-related issues. Spoliation of evidence, crime fraud, exception, attorney-client privilege issues, those kinds ...

Basic Negotiation Skills 2018 -- Understanding the Ethics of Negotiation

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From the program: Basic Negotiation Skills 2018

Recorded on: Jan. 11, 2018

Taken from the Web Program Basic Negotiation Skills 2018 Recorded January 2018 in San Francisco Understanding the Ethics of Negotiation [00:59:50] Ethics in negotiations involve a balance between a lawyer's obligations of honesty and candor with zealous client advocacy, pursuant to the Model Rules of Professional Responsibility and relevant state provisions. Whether in a transactional or litigated settlement context, lawyers may often ...

Understanding the Ethics of Negotiation

Transcripts  Transcripts    

Recorded on: Jan. 11, 2018

DOUG MACKAY: All right. So let us begin then with a timely topic, the Ethics of Negotiation. And our panelists for this hour are John Dean and Dorit Perry. So to my right is John. And John is admitted to practicing in California and the District of Columbia. After an initial career as a criminal defense attorney followed by a decade in the corporate world, Mr. Dean was hired in 1998 by the Airline Pilots Association, the world's largest union of ...

Mergers & Acquisitions 2018: Advanced Trends and Developments -- Ethical Traps for the M&A Practitioner

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From the program: Mergers & Acquisitions 2018: Advanced Trends and Developments

Recorded on: Jan. 16, 2018

Taken from the Web Program Mergers & Acquisitions 2018: Advanced Trends and Developments Recorded January 2018 in New York Ethical Traps for the M&A Practitioner [01:02:30] Ethical duties to prospective M&A Clients Understanding who is the client in M&A transactions Candor with the client – the duty to disclose drafting or due diligence errors. Candor with adversaries – ethical duties during ...

Ethical Traps for the M&A Practitioner

Transcripts  Transcripts    

Recorded on: Jan. 16, 2018

KEVIN MILLER: I'd also like to add my thanks to Lauren and the rest of the staff at PLI, including Mark Elmore who have taken on the burden of shepherding through all of the most difficult tasks of putting on a program like this, and made it very easy for me and the panelists and the moderators, et cetera. We're grateful for that hope that, and hope that they'll invite us back to do it again next year. And now what we're going to move on to our last ...

Ethics for the Negotiating Lawyer 2018

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From the program: Ethics for the Negotiating Lawyer 2018

Released on: Jan. 29, 2018

This program, examines everyday issues of ethics and professional responsibility.  You will learn ethics rules that govern behavior in negotiation, including: When is it permissible to communicate with adverse clients, directly or indirectly? What exposure does counsel have for participating in the negotiation and execution of contracts containing express or implied misrepresentations? Protecting sensitive information and ...

Intellectual Property Rights Enforcement 2018 -- Ethics in USPTO Practice

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From the program: Intellectual Property Rights Enforcement 2018

Recorded on: Jan. 26, 2018

Taken from the Web Program Intellectual Property Rights Enforcement 2018 Recorded January 2018 in New York Ethics in USPTO Practice [01:00:37] Update on USPTO Disciplinary Actions Attorney responsibilities in making statements to the PTO Ethical obligations in dealing with examiners Best practices in avoiding conflicts in IP cases William Covey The purchase price of this Web Program segment includes the following articles ...

Ethics in USPTO Practice

Transcripts  Transcripts    

Recorded on: Jan. 26, 2018

KATHLEEN MCCARTHY: So welcome back everybody. As we head into our last hour with ethics, we're honored to have here today the Deputy General Counsel and Director of the Office of Enrollment and Discipline also known as OED, from the United States Patent and Trademark Office, Director William Covey. He is responsible for ensuring that the nation's patent attorneys and agents are of good moral character and sufficiently knowledgeable to practice before ...

How to Avoid Tripping on Ethical Pitfalls When You’re Learning to Walk

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From the program: How to Avoid Tripping on Ethical Pitfalls When You’re Learning to Walk

Released on: Feb. 6, 2018

Topics discussed include: Reviewing everyday legal ethics issues arising in law practice through videos scenarios and audience voting Discussing the attorney-client privilege; the duty of confidentiality; conflicts of interest in a variety of ethics scenarios Addressing candor to the tribunal; the “no-contact” rule; attorney advertising… Social media use; unauthorized practice of law; who is the client; and escrow ...

Ethics for the Negotiating Lawyer 2018

Transcripts  Transcripts    

Recorded on: Jan. 29, 2018

DAVID RABINOWITZ: Let's go to the cases, and specifically, the first case, which should be on your screen now. And this is a case where you, the lawyer, are negotiating a settlement of a case against a credit reporting agency that falsely reported that your client was dead, which is very bad for his credit rating. But during the negotiation, your client has the bad judgment, in fact, to die. Two weeks after your client dies, the credit reporting ...

Seventeenth Annual Institute on Securities Regulation in Europe: Practical Implications of U.S. Law on EU Practice -- Ethical Issues for the Transaction Lawyer in a Global Practice

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From the program: Seventeenth Annual Institute on Securities Regulation in Europe: Practical Implications of U.S. Law on EU Practice

Recorded on: Feb. 7, 2018

Taken from the Web Program Seventeenth Annual Institute on Securities Regulation in Europe: Practical Implications of U.S. Law on EU Practice Recorded February 2018 in London Ethical Issues for the Transaction Lawyer in a Global Practice [00:56:41]  Learn how to navigate thorny ethical issues through a series of case studies and hypotheticals that will address: Duty to escalate information Whose privilege is it? Conflicts of interest: ...

Basic Immigration Law 2018 -- Ethical Issues in Immigration Practice

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From the program: Basic Immigration Law 2018

Recorded on: Feb. 9, 2018

Taken from the Web Program Basic Immigration Law 2018 Recorded February 2018 in New York Ethical Issues in Immigration Practice [01:01:43] Conflicts of interest Candor to the tribunal Competence Ineffective assistance motions Robert E. Juceam, Jun H. Lee, Victoria Neilson The purchase price of this Web Program segment includes the following articles from the Course Handbook available online: Selected Ethical and Practice ...

Ethical Issues in Immigration Practice

Transcripts  Transcripts    

Recorded on: Feb. 9, 2018

CYRUS D. MEHTA: Hello, everybody. Welcome back. We're going to start our afternoon session with Ethical Issues in Immigration Practice. There are lots of ethical issues that come about. And we have the best speakers to teach you about ethics and highlight some of the ethical minefields. On my near left is Victoria Neilson, who's the legal director of the Immigrant Justice Corps, the country's first immigration legal fellowship program and an outgrowth ...

Avoiding Ethics Issues in IP Transactions (SF)

Transcripts  Transcripts    

Recorded on: Feb. 12, 2018

KAREN BALLACK: OK. Welcome back, everyone, for the last segment of our two-day PLI program. Thank you very much for sticking around on a Friday at 4:00 PM on a beautiful day in San Francisco. I promise you Eric's presentation is well worth it, even though it is on ethics. But he makes it as amusing as possible, and he's a great presenter. Eric also happens to be the co-chair of this program in New York, so we're happy to have you out on the West ...


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