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 Taxation

Viewing 20 of 86 records

Essentials on Texas Sales Tax for the Construction Industry

Session 1: Overview; Texas Sales and Use Tax Rules - This session provides background on how the Texas sales & use tax, TERP surcharge tax, the motor vehicle and motor fuels tax rules generally apply to the construction industry. Session 1: Overview; Texas Sales and Use Tax Rules - Continued This session provides background on how the Texas sales & use tax, TERP surcharge tax, the motor vehicle and motor fuels tax rules generally apply to the construction industry. Session 2: Sales and Use Tax Exemptions; Construction Industry Principles - This session discusses how the Texas tax laws exempt various components of the work performed in the construction industry as well as how the pricing terms of contracts (lump-sum v separated) may generate different sales tax consequences for same types of work. Session 3: Site Development; Commercial Property Repairs and Remodeling - This session reviews the development of a residential neighborhood and the sales tax consequences of various phases of work, including site development, erosion control measures, utility infrastructures, common areas, new home construction and more. We also discuss the rules and review examples of commercial real property construction and how to distinguish between taxable and non-taxable contracts. Session 4: Tax-Exempt Jobs; Performing Work in Declared Disaster Areas - This session discusses how the sales tax rules apply to construction work for tax-exempt entities, such as churches, schools, the Texas highway department, etc. We review the water-related exemption rules for MUDs and other providers. We also discuss the unique sales tax rules applicable to contractors who rebuild in governmental declared disaster areas.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 4.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Essentials on Texas Sales Tax for the Construction Industry
    Not yet rated
$175   Add to Cart
2020 Estate Planning Workshop: Practical Concerns and Hot Button Issues

Address practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from the recent elections, as well as recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • 2020 Estate Planning Workshop: Practical Concerns and Hot Button Issues
    4.08 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 class

    VERY GOOD!!!

$75   Add to Cart
2020 Recent Developments Affecting Estate Planning

Hear Professor Johanson's popular and always-informative review of the latest cases, regulations, rulings, and other "hot" estate planning topics!

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • 2020 Recent Developments Affecting Estate Planning
    4.45 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?

    As always, super-informative and interesting

    Very Good

$65   Add to Cart
Estate Planning for the 2020 Election

Review ideas that estate planners should consider as they advise clients on how to respond to the 2020 elections! Consider best uses for expiring gift exclusions and GST exemptions, while providing clients with control in an uncertain environment through the use of trusts. Evaluate the use of powers of appointments to provide basis step-up, planning flexibility, and more.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Estate Planning for the 2020 Election
    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?
$50   Add to Cart
From Here to Eternity: Designing Trusts for the Long Haul

Trusts are typically designed to last for decades and often generations. They need to be clear and comprehensive enough to be understood and administered by many parties over the years, and flexible enough to adapt to changing economics, personal circumstances, and tax and trust laws. Learn key terms and features of trusts that will meet the test of time.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • From Here to Eternity: Designing Trusts for the Long Haul
    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?

    Excellent range of trust topics in perfectly digestible, extremely useful segments.

$50   Add to Cart
Supplemental Needs Trusts: Planning for Beneficiaries with Disabilities

Supplemental Needs Trusts have been a recognized estate planning tool for more than a quarter-century, yet for many practitioners, they are still mysterious. Learn the vocabulary and reasoning behind Supplemental Needs Trusts, when they are best used, and essential strategies to keep in mind when creating and administering these important trusts. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Supplemental Needs Trusts: Planning for Beneficiaries with Disabilities
    4.25 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?

    confusing area for regular lawyers.

$50   Add to Cart
The SECURE Act and Charitable Planning Ideas Your Client Can Use

Session 1: The SECURE Act: What Estate Planners Need to Know - The SECURE Act is the biggest estate planning change impacting retirement plans in two decades. Learn how the Act changes the way we plan for clients who have significant retirement plan assets, including changes to how we use trusts as retirement plan beneficiaries, and special planning that might need to be done for clients who want to name disabled, chronically ill, minor children, or close-in-age beneficiaries for their retirement assets. Session 2: Charitable Planning Ideas Your Clients Can Use - Understand common charitable estate planning tools and learn to explain them in ways your clients will understand. Explore using donor-advised funds vs. private foundations, designing split-interest trusts to fit your clients’ needs, and using charitable trusts to mimic stretch IRA’s after the SECURE Act.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • The SECURE Act and Charitable Planning Ideas Your Client Can Use
    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?
$75   Add to Cart
2020 Recent Developments in Federal Income Taxation

Session 1: Recent Developments in Federal Income Taxation - Review significant court decisions, rulings, and statutory and regulatory developments of the past year. Session 2: Update from the IRS Office of Chief Counsel - The past 12 months have presented unprecedented challenges for the Office of Chief Counsel and the IRS in general. Substantial progress was being made toward completion of all major guidance projects implementing the Tax Cuts and Jobs Act when the COVID-19 pandemic hit and the IRS was enlisted to assist in delivering significant aspects of the economic relief enacted by Congress. The Chief Counsel provides an update on the progress that has been made on both of these fronts.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • 2020 Recent Developments in Federal Income Taxation
    Not yet rated
$125   Add to Cart
CARES Act PPP SBA Loans: Tax Issues and Strategies

Examine the pitfalls encountered with PPP loans, strategies for clients to consider with PPP loans, and the taxation issues that emerge from those strategies.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • CARES Act PPP SBA Loans: Tax Issues and Strategies
    Not yet rated
$55   Add to Cart
Ethical Issues When Working Remotely (or Did Alexa Just Waive Privilege?)

Numerous ethical issues are raised when attorneys, clients, and even courts are working remotely. Examine how you can continue to practice effectively in this challenging environment.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Ethical Issues When Working Remotely (or Did Alexa Just Waive Privilege?)
    4.54 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?

    The course was very well done. Both speakers presented very timely, relevant information clearly and concisely.

    The information was very good. I would have liked to hear them speak more about all the topics in the paper. But, they ran out of time. Maybe it should be 1.5 hours.

    Very relevant information.

$60   Add to Cart
IRS Emphasis on Tax Fraud Enforcement

The IRS has been taking steps to increase its focus on civil and criminal tax enforcement. Tax practitioners need to understand how the new IRS fraud initiatives can impact them and their clients.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr | 0.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • IRS Emphasis on Tax Fraud Enforcement
    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
IRS Penalty Protection

The IRS has long taken the position that taxpayers rely on IRS publications and instructions to forms at their peril, and courts have agreed. That position also applies to most FAQs, some of which even include disclaimers to that effect. Explore the current state of the law on the extent to which IRS written statements describing or interpreting the law can be used to defeat the assertion of penalties.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • IRS Penalty Protection
    Not yet rated
$60   Add to Cart
Multistate Tax Update: Accidental Nexus, COVID-19, Texas Economic Nexus, Internet Sales and Digital Goods

The expansion of remote workers during the public health crisis has created significant multistate tax issues for businesses with employees or other representatives who are remotely working from out-of-state either because they live in a different state from where they work, they got “stuck” traveling out-of-state, or some other reason. Some state taxing authorities have offered “temporary” nexus exceptions, but others are reviewing matters on a case-by-case basis, creating additional uncertainty. An uptick in internet sales and sales of digital goods combined the expansion of economic nexus standards has caused many states to take another look at the tax implications of those transactions. Learn about these multistate updates and Texas-specific updates related to economic nexus standards and local tax sourcing of Internet sales and digital goods.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Multistate Tax Update: Accidental Nexus, COVID-19, Texas Economic Nexus, Internet Sales and Digital Goods
    Not yet rated
$55   Add to Cart
New and Proposed Regulations: Carried Interest and Like Kind Exchanges 

Session 1: New Carried Interest Regulations - After a long wait, the IRS has finally published the Section 1061 Carried Interest Regulations implementing the 2018 three-year holding period required for long-term capital gain treatment. This will be of interests to funds and promoted joint ventures. Learn the big picture rules and the details that matter for you. Session 2: Hot Topics in Partnerships and Like Kind Exchanges - Explore new proposed regulations defining "real property" for like-kind exchanges and recent developments in partnership taxation, with an emphasis on using these rules in practical ways.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • New and Proposed Regulations: Carried Interest and Like Kind Exchanges 
    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?
$95   Add to Cart
Stranded: Tax Consequences for Nonresidents and Corporations from the Global Pandemic

COVID travel restrictions have created numerous concerns for cross border employees and their employers including residency status of individuals, residence and tax jurisdiction of the employer entities, permanent establishment and sourcing issues.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Stranded: Tax Consequences for Nonresidents and Corporations from the Global Pandemic
    Not yet rated
$55   Add to Cart
Texas Franchise and Sales Taxes: Recent Developments (2020)

Viruses or not, the Texas Comptroller has been busy writing controversial franchise and sales tax rules while Texas courts are issuing decisions on a variety of franchise tax and sales tax issues. In fact, the Texas Supreme Court issued three cases on one day this April addressing the different cost of goods sold issues for the franchise tax. Learn about these new developments and how they may affect your practices and your clients.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Texas Franchise and Sales Taxes: Recent Developments (2020)
    Not yet rated
$55   Add to Cart
Workout Tax Issues

Explore the tax aspects of debt modifications and workouts, inside and outside of bankruptcy, for partnership and corporate debtors, their owners, and their creditors. Examine debt modifications, COD income and exceptions, repurchases of debt by parties related to the debt’s issuer, Tufts gain, OID, reorganizations, Section 382 limitations, and bankruptcy-related provisions.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Workout Tax Issues
    Not yet rated
$75   Add to Cart
2020 Case Law Update and Secretary of State Update for LLCs, LPs, and Partnerships

Session 1: Case Law Update -  A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs). Session 2: Secretary of State Update - Learn how to avoid last-minute filing issues. Hear filing tips, resources, and administrative issues that will make you a star with your client on filing with the Secretary of State.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2021
  • 2020 Case Law Update and Secretary of State Update for LLCs, LPs, and Partnerships
    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?

    useful update on LLPs and partnerships

$85   Add to Cart
Who is a Partner? Legal, Ethical and Tax Implications

People commonly refer to each other as “partners” but who is truly a partner for legal, ethical and tax purposes. A discussion covering partners by estoppel (purported partners), non-equity partners, and other circumstances in which the status of being a “partner” is important.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2021
  • Who is a Partner? Legal, Ethical and Tax Implications
    4.23 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 speakers. Okay content but a bit high level rather than specific.

$45   Add to Cart
Higher Education Taxation Institute - Summer Series II

This series provides college and university tax professionals with important updates on federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Part Two of the series includes: What's New in the World of Compensation and Benefits with Stephen LaGrande, Ernest and Young and A. L. (Lorry) Spitzer, Massachusetts Institute of Technology Solving the Next Rubrik's Cube: A Panel Discussion of Best Practices on Reporting UBTI in Silos on the Form 990-T and Managing Related Risks, with John R. Barrett, University of California System, Susan P. Clark, Emory University School of Law and Preston J. Quesenberry, KPMG LLP

Includes: Video Paper Slides No Materials

  • Total Credit Hours:
  • 3.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2021
  • Higher Education Taxation Institute - Summer Series II
    Not yet rated
$125   Add to Cart

Subscribe to Our Hooked on CLE Monthly Newsletter