eCourses

eCourses are individual online courses from renowned presenters at our live conferences. Learn via audio or video, receive the supporting materials, and fulfill MCLE requirements at your convenience with the best content available.

These courses are CLE accredited in Texas and California, with some accredited in Oklahoma.

Other States
If you need credit for an eCourse in other states please read through the disclaimer before purchasing an eCourse to make sure you will be able to self-report your MCLE credit after completion of the eCourse

Results for Essentials

Viewing 20 of 88 records

Special Needs Trusts Basics and Best Practices (2021)

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples. Session 2: Pooled Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option. Session 3: Maximizing Public Benefits: Basics and Updates - Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes. Session 4: ABLE Updates and Basics - This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.50 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Special Needs Trusts Basics and Best Practices (2021)
    Not yet rated
$155   Add to Cart
Answer Bar: New Boardmember Basics

Session 1: Governance Literacy - Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members. Session 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis. Session 3: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.  Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations. Session 5: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions. Session 6: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: New Boardmember Basics
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$205   Add to Cart
Answer Bar: How to Protect Your Nonprofit

Session 1: Understanding the 501(c) and Governmental Entity Universe - An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond.  Session 2: The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T - Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing. Session 3: IRS Audits - An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process. Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations. Session 5: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.  Session 6: Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks - Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions. Session 7: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!   Session 8: The Sky is Not Falling: Tools for Managing Risk - A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use. Session 9: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions. Session 10: UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance - UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT. Session 11: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19. Session 12: Investigations in Today's Woke Workplace - A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 12.00 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: How to Protect Your Nonprofit
    4.75 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$445   Add to Cart
Applying for Tax Exemption

A discussion about the basics of applying for recognition of tax-exempt status from the IRS (focusing on 501(c)(3) status but touching on others as well). This session addresses the procedures and forms to follow, as well as offering tips on what to include in the application.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Applying for Tax Exemption
    Not yet rated
$55   Add to Cart
Preparing for and Navigating an IRS Audit of a Nonprofit Organization

An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Preparing for and Navigating an IRS Audit of a Nonprofit Organization
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
Understanding the 501(c) and Governmental Entity Universe

An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond. 

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Understanding the 501(c) and Governmental Entity Universe
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
Answer Bar: Taking on the Car Crash Client

Session 1: A Day in the Life of a Car Wreck Defense Lawyer - Discuss the laundry list of issues that the car wreck defense lawyer can expect to address in a typical day. Session 2: First Contact, Case Evaluation, and Client Expectations - Learn how to assess who has a claim, potential conflicts, how to evaluate the potential liability, damages, and costs of the case, and how to manage your client's expectations about their case. Session 3: Investigation and Insurance - Examine critical aspects of the crash investigation, including the identification of potential parties and the myriad of potentially applicable insurance coverages. Session 4: Important Cases in the Prosecution and Defense of UM / UIM Cases - A review of recent cases impacting UM/UIM cases and the strategies for prosecuting and defending uninsured and under-insured motorist claims. Session 5: Injury Causation in Low Property Damage Cases - Hear from plaintiff and defense attorneys on best practices for assessing injuries in low property damage cases, including a review of the rationale behind these assessments. Session 6: Medical Issues - Survey issues relating to medical treatment, including the timing of treatment, prognosis, and future treatment needs. Session 7: Notice to Potential Defendants and Pre-Suit Demands - Review what to include in your pre-suit demand, as well as how to provide notice to potential defendants and their insurers.   Session 8: Pre-Suit Settlement - Discuss considerations such as IOLTA requirements, liens and subrogation, and the potential net to your client. Session 9: Subrogation and Liens - The choice is yours: go crazy trying to learn subrogation and liens on your own; commit malpractice by giving away your client’s money; or learn Medicare, Medicaid, worker’s comp, ERISA, hospital liens, child support liens, and self-funded vs insured in one relatively painless seminar. Choose door number 3! Session 10: Moving the Insurance Adjuster Needle - Hear tips for plaintiff and defense counsel to bring the insurance adjuster to a realistic evaluation of the case, for the benefit of not just the plaintiff and counsel, but also the defendant insured and counsel. Session 11: Routine Ethical Issues for the Car Crash Trial Lawyer - This presentation addresses the everyday ethical issues that arise in the prosecution and defense of personal injury cases.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 1.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Taking on the Car Crash Client
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Very interesting assortment of panel discussions and individual presentations. I learned a lot as a new attorney. All of the speakers were entertaining, some were even funny.

$205   Add to Cart
Hooked on CLE: March 2021

THIS MONTH: The Ins and Outs of Conflicts of Interest • Data Theft, Doxing, and the Sinister New Age of Ransomware • Fundamental Concepts in Contract Drafting • Judges Panel—Technology and the Courtroom Before and After COVID-19 • Estate Planning For Blended Families 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Hooked on CLE: March 2021
    3.92 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I liked the variety of subjects!

$99   Add to Cart
Crumbling Foundation of Immigration Law: Effects of Restrictive Anti-Immigration Policies on Your Practice

All areas of immigration practice (family, business, naturalization/citizenship, removal, asylum) are affected by the shifting sands of Executive Orders, restrictive interpretations, uncertain timing and outcomes, and enhanced efforts to find a way to say “NO”. Learn how practicing immigration law has changed, the challenges presented, and practical solutions to meet your client’s needs in the various areas of immigration practice.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2021
  • Crumbling Foundation of Immigration Law: Effects of Restrictive Anti-Immigration Policies on Your Practice
    Not yet rated
$105   Add to Cart
Ethical Issues Facing Immigration Law Practitioners (2020)

Coffee, Tea or a glass of Chablis - grab a drink and participate in a group discussion about  the latest ethical issues facing immigration law practitioners today. Hear how to deal with unique issues that practicing law in the age of COVID-19 have created. A look at the rules and an open discussion for all participants.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.50 hr | 0.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2021
  • Ethical Issues Facing Immigration Law Practitioners (2020)
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Fun CLE.

$50   Add to Cart
The Basics of United States Immigration and Nationality Laws, Agencies, and Terminology

Session 1: Understanding United States Immigration and Nationality Laws - Explanations of concepts including unlawful presence, out of status, nonimmigrant intent, and of categories such as; immigrants, nonimmigrants, and citizens. Session 2: Immigration Agencies and Basic Immigration Terminology - Learn to navigate the labyrinth of federal and state agencies that can impact immigration issues.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2021
  • The Basics of United States Immigration and Nationality Laws, Agencies, and Terminology
    4.13 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Great attorneys. It was a very helpful introduction.

    First part was great, second part was not.

$95   Add to Cart
Basics of the Family Medical Leave Act (2020)

The FMLA was the first federal act that required an employer to provide time off for employees. Learn the basics of the law, which has been amended to cover additional types of leave. When do you send the various notices and certifications? Avoid common mistakes in completing the paperwork and understand how FMLA can overlap with ADA issues.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Basics of the Family Medical Leave Act (2020)
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    thorough explanation of practical approach

$45   Add to Cart
Diversity and Inclusion in the Workplace 

Hear a discussion about the impact of the Black Lives Matter movement in the workplace and why it matters for companies to manage cultural change. How do you have difficult conversations about race? How do companies address workplace harassment and discrimination?

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Diversity and Inclusion in the Workplace 
    4.33 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
Employee Handbooks and Employment Policies (2020)

Avoid common mistakes in policy drafting. Adopt provisions that support the company's good faith compliance efforts and help reduce potential liability in audits and litigation. Understand how recent NLRB decisions affect even non-unionized employer policies.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Employee Handbooks and Employment Policies (2020)
    4.67 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$50   Add to Cart
Hot Topics and Compliance Issues Impacting Employers (2020)

Get up to speed on the latest compliance issues impacting employers, including those relating to COVID-19 during a brief update of the most critical court cases, legislation, and federal agency activity.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Hot Topics and Compliance Issues Impacting Employers (2020)
    4.4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Good, timely topics and good speakers. Thank you.

$55   Add to Cart
Investigating Sensitive Employment Complaints (2020)

The investigation of an employee's complaint may be critical to an employer's only means of avoiding liability. The investigator may be a witness, and the notes may be evidence. Learn how to investigate and document the process.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Investigating Sensitive Employment Complaints (2020)
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    very informative and helpful step by step

    Very practical with a lot of tips of mistakes to avoid to protect both the employer and the complaining employee

$55   Add to Cart
Retaliation: Winning the Battle, Losing the War (2020) 

Why is retaliation the most dangerous cause of action, and what can you do about it?

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Retaliation: Winning the Battle, Losing the War (2020) 
    3.25 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$45   Add to Cart
Texas is an “At Will” State…So Why Worry?: 2020 Updates

Hear an overview of the employment relationship and how tort law has been adapted in the workplace. Discuss how to answer the client or the supervisor who thinks employment law begins and ends with "employment-at-will." What about terminating an employee for theft? Is there ever an obligation to give a reference on a former employee? How can a handshake get a manager sued for assault? What is an intentional infliction of emotional distress? Can employee violence really be prevented? Is negligent retention really a cause of action?

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Texas is an “At Will” State…So Why Worry?: 2020 Updates
    3.75 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    This attorney will never be unemployed. Outstanding. 6 (but they don't give a 6)

$50   Add to Cart
The 2020 Defensive Documentation from Hiring to Firing

Recognize the vulnerable points in the employment relationship and learn the best practices in documentation to minimize the problems and maximize the chances of successfully defending the employer’s actions when challenged. Understand the value and risks posed by offer letters, disciplinary documentation, performance evaluations, and termination paperwork.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • The 2020 Defensive Documentation from Hiring to Firing
    4.18 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Very practical knowledge spelled out simply. This was a great refresher.

$50   Add to Cart
Wage and Hour: An Old Law in a Modern World (2020)

Learn the basics of wage and hour law and why violations of the Fair Labor Standards Act have exploded. Topics include: Who is exempt and who is not, and what difference does it make? What is working time? How is overtime calculated? What are the most common mistakes, and how do you avoid them?

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Wage and Hour: An Old Law in a Modern World (2020)
    4.7 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart

Sign-Up for Our Hooked on CLE Monthly Newsletter