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Cannabis Law: A New Frontier in California and Beyond

On-Demand Web Briefing  On-Demand One-Hour Briefing    

From the program: Cannabis Law: A New Frontier in California and Beyond

Released on: Jan. 14, 2017

Taken from the briefing Cannabis Law:  A New Frontier in California and Beyond recorded January 2017 in New York. With a ballot initiative over 20 years ago, the citizens of California passed Proposition 215, the first medical cannabis law in the country. Despite this, California failed to pass implementing legislation that would provide clear and specific regulatory guidance for those wishing to engage lawfully in medical cannabis ...

Cannabis Law: A New Frontier in California and Beyond

Transcripts  Transcripts    

Recorded on: Jan. 14, 2017

AMY: It is now my pleasure to turn this brifing over to Larry Rosen. LARRY ROSEN: Thank you, Amy. I appreciate the introduction. And I'm going to try to introduce the other two speakers this morning who are far more knowledgeable than I about cannabis law, have been doing this for many more years than I have been. As I said, or as Amy said, I'm a technology attorney and business attorney. And so my area of interest in this field is to see that, ...

Foreign Account Tax Compliance Act 2017: What Financial Institutions and Withholding Agents Need to Know Now

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: Mar. 7, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:07:54] Upon the successful completion of this program, the participant will be able to: Recall the implementation and present status of the Foreign Account Tax Compliance Act (FATCA). Recognize key provisions contained in the final and temporary regulations issued under Internal Revenue Code (IRC) §§1471-1474 ...

Foreign Account Tax Compliance Act 2017: What Financial Institutions and Withholding Agents Need to Know Now

Transcripts  Transcripts    

Recorded on: Mar. 9, 2017

AMY TAUB: Hello. My name is Amy Taub. And I'm a program attorney with PLI, a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise, as well as preparing them to fulfill their pro bono responsibilities. I'd like to welcome you to today's briefing; "Foreign Account Tax Compliance Act 2017, What Financial Institutions and Withholding Agents Need to Know Now." Before we begin, ...

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

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

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

Released on: May. 3, 2017

The number of accuracy-related penalties assessed against individual taxpayers increased from 58,366 in 2005 to 553,184 in 2015.  That is nearly a 1,000% increase over the past decade!  Are there more bad taxpayers?  Or, is the IRS just getting more aggressive about asserting penalties?  Regardless of the answer, responsible tax practitioners must understand what triggers a penalty assessment and how to protect their clients and ...

Basics of International Taxation 2017 San Francisco

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Basics of International Taxation 2017

Released on: Sep. 26, 2017

In a global business environment, transactions with customers and suppliers often transcend national borders and investment and activities are frequently cross-border as well.   A working knowledge of the U.S. international tax rules is, therefore, of paramount importance to a wide variety of tax and corporate professionals. This year’s program will be led by international tax experts and focuses on specific types of outbound and ...

48th Annual Estate Planning Institute

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: 48th Annual Estate Planning Institute

Released on: Sep. 14, 2017

Significant federal transfer tax and related income tax developments may occur during the first eight months of the Trump Administration, including the possible repeal of the federal estate tax.  The program will review any such transfer tax developments, and discuss how they may impact estate, trust and income tax planning, and how they may impact the administration of decedents’ estates.  Moreover, the program will review other ...

Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax: The Design and Administration of GRATs and QPRTs

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. Welcome back, everybody, for our afternoon session on the first day. Some of this stuff, this afternoon, is going to flush out some of the things from this morning, and cover some new areas as well. So our next subject is Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax. How premature can you be? The design administration of GRATs and QPRTs-- again, sophisticated planning-- obviously, a good ...

Latest State-Level Estate Planning Developments Across the U.S.

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J SCHLESINGER: Great. Good morning and welcome to day two of the 48th Annual PLI Tax Planning Institute. Connie and I were talking about how long this has been going on and how long I've been doing it. And I don't remember. I really don't at this point, because before I chaired it, my partner at Shea and Gould, Allan Parker, chaired it, and I spoke on it. So I'm getting really scared that I may have been at almost every one of these. And that's ...

Trusts and Estates: Asset Protection Planning

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: Our next subject-- and by way, I say it every year and I want to say it again, we try to change the subjects in alternating-- we try to change the subjects every year. So in case we don't cover something that's interesting to somebody, or we're covering too much of something, let us know because I do change this every year. And basically every other year, we do, for lack of a better term, asset protection planning as a subject ...

Sophisticated (and less Sophisticated!) Estate Planning Techniques

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. Welcome back, everybody. So we now have the thinking of the IRS. And hopefully, Cathy will come back next year, and we'll have a new tax law. Who knows? Now, since we still have an estate tax, we have to assume we're still going to have an estate tax. And we're going to do sophisticated and less sophisticated estate planning techniques. And our speaker is Blanche Lark Christerson, who is managing director of Deutsche Bank ...

Estate Planning for Post-Death Decisions

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK, welcome back for the afternoon session of second day, our final session. Very interesting, during lunch my assistant brought over my mail. And believe it or not, BNA has conspicuously reported Cathy Hughes' lecture yesterday. It's in there. So I read it, and it's an accurate reporting of it. And PLI did get credit for that's where she spoke. So we were lucky to have Cathy, and she's pretty newsworthy with IRS at this point. ...

Estate Planning: Choosing Wisely Among Charitable Remainder Trusts

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

Hi, we're back for our next session, which is on charitable planning. And the title of it is Estate Planning-- Choosing Wisely among Charitable Remainder Trusts. And I am thrilled to have as our speaker, Conrad Teitell, who is probably the quintessential expert on charitable planning. He is Principal in the Connecticut and Florida law firm of Cummings & Lockwood, based in Stamford, Connecticut. And he chairs the firm's national charitable planning ...

Estate Planning: Fiduciary Income Taxation and Grantor Trusts

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK, one final session this afternoon. Very importantly, it's estate planning for fiduciary income taxation and trust. And what's very important about this subject, and I feel very strongly about it, is the fact-- I lost Stephanie's bio. You're leaving. And I lost your bio. So we're even. But this is a very important subject, frankly, because if you've been following closely today, or even not that closely, estate taxes do ...

Recent Developments in Estate Planning and Transfer Taxation

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: Whoa. No, 88%; yes, 12%. Wow. I'm not so sure you're right. We'll get to that, obviously, within the next hour. But I'm not so sure you're right. I'm really quite surprised that almost everybody thinks it won't be repealed. Now, that's a loaded question, right, a little bit because it doesn't say when and number two, I said the question is the transfer tax system, which means the estate, gift, and GST taxes. I wonder if the ...

Tax Concerns for Foreign Persons Investing in the U.S. (Inbound Investments) – Active Business Investments

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

DAVID L. FORST: Start off, Linda? LINDA E. CARLISLE: Yeah, I'll introduce you. OK. Good morning. Welcome to our second day of our mini LLM. Today we're going to focus on inbound investments. We're going to continue our discussion as we drill into transfer pricing, cross-border services, and we'll conclude today with a discussion of what might happen to all the rules that we talked about yesterday and today if international tax reform does take place. To ...

International Tax Aspects of Tax Reform

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

JOHN L HARRINGTON: OK, I'd like to welcome everyone back for the final panel of the day, dealing with international tax acts aspects of tax reform. But before I introduce the panel, I do want to remind you to please, if you haven't already, to fill out the evaluations. Those are very important to us in terms of being able to see what works, what doesn't work, and terms of having a program that's responsive to your needs and interests. So please do ...

Tax Concerns for Foreign Persons Investing in the U.S. (Inbound Investments) – Passive Investments & U.S. Withholding and Reporting

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

LINDA E. CARLISLE: All right. Well, we're back. We're going to now shift from looking at effectively connected income to more passive types of income, and how the United States taxes that type of income in an inbound transaction. Now, to do that, and to explain everything to us, I couldn't be more pleased to have Jamie Null and Jeremy Naylor with us. Jamie is a partner, or shareholder, I think I have to say that correctly, at Greenberg Traurig in ...

Tax Concerns for U.S. Persons Investing or Operating Outside the U.S. (Outbound Investments) – Active Business Operations

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

LINDA E. CARLISLE: OK, our first panel is going to deal with the tax concerns for US persons investing or operating outside the United States. Remember, we're using the magic term US persons outside the United States. I'm going to leave and let these people take over, but I'm going to tell you how wonderful they are. Andrea, here. Please sit here. Andrea is one of John's partners. She is a partner at Denton's tax practice in New York, where she has ...

Tax Concerns for U.S. Persons Investing or Operating Outside the U.S. (Outbound Investments) – Lending, Licensing and Portfolio Investments

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

JOHN L. HARRINGTON: We'll start our next panel. And this is on task concerns for US persons investing or operating outside the United States-- lending, licensing, and portfolio investments. And here we're fortunate to have two great panelists. To my right is Ethan Atticks, who is an international tax services managing director in the Washington National Tax Services Office of PWC, where he specializes in outbound international tax issues with a focus ...

Outbound Transfers of Intangible Assets and Treatment of Foreign Currency

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

[MUSIC PLAYING] LINDA E. CARLISLE: Welcome, everyone, back after the break. It was a little bit less than 10 minutes. But we have the panel you've all been waiting for-- the final panel of the day. And it's dealing with outbound transfers of intangible assets and foreign currency. And here we're fortunate in the first part of that to have Jose Murillo, who is national tax partner and leads Ernst & Young International Tax Services Group in Washington ...

International Tax Reporting and Dealing with Noncompliance

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

JOHN L. HARRINGTON: I would like to invite everyone back into the conference room. I hope everyone had a good lunch. And we'll still go through the-- to hear about international tax reporting and dealing with noncompliance. And here again we have two great panelists here. To my right is Bob Temin. He's a partner at the Atlanta tax practice of Rodl Langford de Kock. It's a US affiliate of Rodl & Partner. And Bob's practice focuses on international ...

Overview of U.S. International Tax System

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

LINDA E. CARLISLE: We'll first start with a general overview of the US international tax system and even though I just said we have preeminent tax lawyers explaining everything to you, John and I are going to start off, OK. So we will, maybe not the most preeminent, but we will start it off so that the preeminent people can elaborate. JOHN L. HARRINGTON: I mean, some of this will be quite basic. I mean some of these will be familiar to you but the ...

Cross-Border Services and Employment Tax Issues

Transcripts  Transcripts    

Recorded on: Sep. 21, 2017

LINDA E. CARLISLE: --it. Because now we're going to talk about cross-border services and employment tax issues. Now, this is, to me, something that is not discussed, but at least has come up in my practice way too many times and I haven't known what to do, OK? But that is the reason I've got Candace Ewell here and I've got Narendra Acharya here. Narendra to my right-right is a partner in the Chicago office of Baker and McKenzie and member of the firm's ...

Hot Topics in Mergers & Acquisitions 2017 -- Regulatory Issues for the M&A Lawyer

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Hot Topics in Mergers & Acquisitions 2017

Recorded on: Sep. 26, 2017

Taken from the Web Program Hot Topics in Mergers & Acquisitions 2017 recorded September 2017 in New York. Regulatory Issues for the M&A Lawyer [01:00:05] Tips for acquisition agreement drafting Antitrust merger reviews under the Trump administration The expanding focus of CFIUS Logan M. Breed, Patricia Brink, Damara L. Chambers The purchase price of this segment includes the following article from the Course ...


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