Tax and Estate Planning for Clients Relocating to Florida Online Webinar

Learn common pitfalls of planning with Florida homestead

Tax and Estate Planning for Clients Relocating to Florida Online Webinar

Pay Upfront US$199
Get Info Pack

Learn common pitfalls of planning with Florida homestead

Be prepared to discuss estate planning challenges when relocating to Florida.

The cost of living in high-income tax states has dramatically increased due to recent federal tax law changes limiting state and local tax deductions and property tax deductions. This information will assist you in understanding the importance of residency planning for tax and non-tax reasons. Obtain practical guidance on establishing Florida residency; learn common pitfalls of planning with Florida homestead; gain an understanding of Florida creditor protection laws; and acquire knowledge of the probate process in Florida.

Course Fast Facts:

  1. Learn everything you need to know about Tax and Estate Planning for Clients Relocating to Florida
  2. Comprehensive agenda covering Tax and Estate Planning for Clients Relocating to Florida Online Course
  3. Study along with simple instructions & demonstrations
  4. Written and developed by leading Tax instructors
  5. Certificate of completion
  6. Available in multiple formats where you can choose the best format for your needs

Available in :

  • OnDemand Webinar : Archived webinar presentation with audio and slideshow including downloadable reference manual. Watch online anytime.
  • Audio & Reference Manual : PDF and MP3 files delivered on a USB flash drive. Listen and read on any compatible device.
  • MP3 Download : Audio recording of a webinar and reference manual delivered by download. Listen anytime on any compatible device.

Course Delivery

This program is available in several formats. Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course

Recognition & Accreditation

All students who complete this course, receive a certificate of completion with a passing score (for the online assessment) and will be issued a certificate via email.

This course is being supplied by Lorman.

Tax Reasons for Changing Residency

  • Recent Changes in Federal Income Tax Laws
  • Domicile, Residency, and Allocation of Income
  • Florida Tax Savings: Individual Income Tax; Estate Tax; and Property Tax

Establishing Florida Residency

  • Eliminate Contacts in High-Tax States
  • Documenting Change of Residency
  • Factors Considered by Auditors in Residency Cases

Florida Asset Protection Laws

  • Protection of Assets Held by Husband and Wife
  • Protection of Business Assets; IRAs; Annuities, Life Insurance, etc.

Homestead - the Legal Chameleon

  • Homestead for Property Tax Purposes
  • Homestead for Asset Protection Purposes
  • Homestead for Inheritance Purposes
  • Restriction on Descent and Devise of Homestead

Florida Probate

  • Formal Administration
  • Summary Administration
  • How to Avoid Probate

Increase Your Understanding Of The Current Form 1099 Regulations And Be Prepared For Revised 2018 IRS Filing Deadlines

Be ready for 1099 season. Become savy in the revised regulations covering the most common 1099s required in the World of Information Reporting. Be informed, remain compliant, and avoid increasing penalties that can devastate an otherwise prosperous company.

Increase Your Knowledge of Current Form 1099 Regulations

Are independent contractors an integral part of your workforce? Are you sure that you have a full understanding of the current Form 1099 laws and reporting requirements? Lorman Education Services offers comprehensive training that will quickly bring you up to speed on the current Form 1099 regulations.

This program is developed and led by Marcia L. Miller, E.A. — Managing Director of Transition Advisors, LLC and a former nationwide presenter on business taxation and accounting issues for Thomson Reuters. Topics range from a discussion of the basics of IRS Form 1099 reporting, to current issues related to working with independent contractors, merchant acquirer reporting requirements and more.

Upon completion of this webinar, you’ll be better positioned to manage risk and avoid potential issues related to regulatory compliance. You’ll also have a clearer picture of your obligations as an employer, which will reduce the headaches and paperwork associated with IRS Form 1099 reporting. For accounting professionals, our training may also help you earn credits that can be put towards your ongoing continuing education requirements.

Attend This Live 1099 Training Event Without Leaving Your Office

Busy professionals can’t afford to take time out of a hectic day to travel to an off-site training seminar. Lorman enables you to attend this live 1099 reporting updates training event without leaving your office. All you need is a computer with Internet access, and you can log in and view the program at the appointed time. If the time doesn’t fit your schedule, the program is also available in a variety of recorded formats including on-demand, as an audio & reference manual delivered on a USB flash drive, and as an audio recording delivered by a downloadable MP3.

Now Available to Download or Stream

Our IRS Form 1099 training webinar is currently available for streaming or download through our OnDemand archive. Sign up online and in just a few minutes you can begin your training from any computer or mobile device. Like all our programming, our IRS Form 1099 webinars have no prerequisites and no requirements for purchasing textbooks or course materials. As a result, it’s easy to learn on the go.

“IRS Form 1099 Reporting Update” is just one of many Lorman Education Services courses that cover business taxation and accounting topics. Browse our calendar of live events and OnDemand programming to fully explore your training options.

Year-round Training Is Available With an All-Access Pass

You can keep up with current Form 1099 regulations and fulfill additional training needs by purchasing a cost-effective All-Access Pass. Pay just once and get immediate and unlimited access to our comprehensive training library. You’ll find a wide assortment of live and on-demand training programs and an abundance of valuable resources such as whitepapers, articles, course manuals and more. There’s also a helpful state-specific continuing education tracker, informative members-only newsletter and the All-Access Pass course concierge.

Lorman Education Services: Providing Superior Training for More Than 28 Years

More than 1.4 million professionals have reaped the benefits of our training programs over the years. We serve the training and continuing education needs of workers in numerous job functions across a wide range of industries. Our loyal customers continue to turn to us for current, relevant training that enhances their business skills and makes them more marketable in today’s challenging job environment.

Don’t wait — register for the live 1099 reporting updates training event today.

Course Fast Facts:

  1. Learn everything you need to know about IRS Form 1099 
  2. Comprehensive agenda covering 1099 reporting, compliance issues, and hot topics.
  3. Study along with simple instructions & demonstrations
  4. Written and developed by leading IRS instructors
  5. Certificate of completion
  6. Available in multiple formats where you can choose the best format for your needs

Available in :

  • Live Webinar : 90 Minute live streaming program
  • OnDemand Webinar : Archived webinar presentation with audio and slideshow including downloadable reference manual. Watch online anytime.
  • Audio & Reference Manual : PDF and MP3 files delivered on a USB flash drive. Listen and read on any compatible device.

Course Delivery

This program is available in several formats. Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course

Recognition & Accreditation

All students who complete this course, receive a certificate of completion and will be issued a certificate via email.

This course is being supplied by Lorman.

Credits

 OnDemand Webinar

This course was last revised on June 27, 2018.

  • AK CLE 1.5 
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.5 
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • Arizona CLE 1.5 
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5 
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5 
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • GA CLE 1.5 
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • HI CLE 1.5 
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours. 
     
  • IL CLE 1.5 
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board. 
     
  • ME CLE 1.5 
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MO CLE 1.8 
     
  • This course qualifies for self-study CLE credit in Missouri.
     
  • MS CLE 1.6 
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.6 credit hours.
     
  • MT CLE 1.5 
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • ND CLE 1.5 
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.
     
  • NH MCLE 1.5 
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes. 
     
  • NJ CLE 1.8 
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NM CLE 1.5 
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
     
  • NV CLE 1.5 
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5 
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. 
     
  • PA CLE 1.5 
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5 
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.52 
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.52 hours of credit.
     
  • UT CLE 1.5 
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
     
  • VA CLE 1.5 
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.
     
  • VT CLE 1.5 
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of self-study CLE credit.
     
  • WA CLE 1.5 
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
  • WI CLE 1.5 
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8 
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     

The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

 Audio & Reference Manual

  • AK CLE 1.5 
     
  • Arizona CLE 1.5 
     
  • CA MCLE 1.5 
     
  • CT CLE 1.5 
     
  • GA CLE 1.5 
     
  • HI CLE 1.5 
     
  • IL CLE 1.5 
     
  • ME CLE 1.5 
     
  • MO CLE 1.8 
     
  • MT CLE 1.5 
     
  • NJ CLE 1.8 
     
  • NM CLE 1.5 
     
  • NV CLE 1.5 
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5 
     
  • UT CLE 1.5 
     
  • VT CLE 1.5 
     
  • WA CLE 1.5 
     
  • WV MCLE 1.8 
     

The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

 MP3 Download

  • AK CLE 1.5 
     
  • Arizona CLE 1.5 
     
  • CA MCLE 1.5 
     
  • CT CLE 1.5 
     
  • HI CLE 1.5 
     
  • IL CLE 1.5 
     
  • ME CLE 1.5 
     
  • MO CLE 1.8 
     
  • MT CLE 1.5 
     
  • NJ CLE 1.8 
     
  • NM CLE 1.5 
     
  • NV CLE 1.5 
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5 
     
  • UT CLE 1.5 
     
  • VT CLE 1.5 
     
  • WA CLE 1.5 
     
  • WV MCLE 1.8 
     

The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

 

ALL ACCESS PASS

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Stacey Prince-Troutman

Stacey Prince-Troutman

Akerman LLP

  • Partner in the Orlando office of Akerman LLP
  • Focuses her practice on administering estates and trusts; planning for wealth transfer and transfer tax minimization; drafting documents related to the formation, management, and succession of closely held entities; asset protection planning; and forming and obtaining tax exempt-status for 501(c)(3) charitable organizations
  • Named to Florida Trend magazine’s Legal Elite list, 2016, and in Super Lawyers magazine as “Rising Star,” 2010 – 2012
  • LL.M degree in taxation, University of Florida Levin College of Law; J.D. degree, cum laude, University of Florida Levin College of Law; B.S.B.A. degree, magna cum laude, University of Florida
About this Course

Learn common pitfalls of planning with Florida homestead

Be prepared to discuss estate planning challenges when relocating to Florida.

The cost of living in high-income tax states has dramatically increased due to recent federal tax law changes limiting state and local tax deductions and property tax deductions. This information will assist you in understanding the importance of residency planning for tax and non-tax reasons. Obtain practical guidance on establishing Florida residency; learn common pitfalls of planning with Florida homestead; gain an understanding of Florida creditor protection laws; and acquire knowledge of the probate process in Florida.

Course Fast Facts:

  1. Learn everything you need to know about Tax and Estate Planning for Clients Relocating to Florida
  2. Comprehensive agenda covering Tax and Estate Planning for Clients Relocating to Florida Online Course
  3. Study along with simple instructions & demonstrations
  4. Written and developed by leading Tax instructors
  5. Certificate of completion
  6. Available in multiple formats where you can choose the best format for your needs

Available in :

  • OnDemand Webinar : Archived webinar presentation with audio and slideshow including downloadable reference manual. Watch online anytime.
  • Audio & Reference Manual : PDF and MP3 files delivered on a USB flash drive. Listen and read on any compatible device.
  • MP3 Download : Audio recording of a webinar and reference manual delivered by download. Listen anytime on any compatible device.

Course Delivery

This program is available in several formats. Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course

Recognition & Accreditation

All students who complete this course, receive a certificate of completion with a passing score (for the online assessment) and will be issued a certificate via email.

This course is being supplied by Lorman.

Tax Reasons for Changing Residency

  • Recent Changes in Federal Income Tax Laws
  • Domicile, Residency, and Allocation of Income
  • Florida Tax Savings: Individual Income Tax; Estate Tax; and Property Tax

Establishing Florida Residency

  • Eliminate Contacts in High-Tax States
  • Documenting Change of Residency
  • Factors Considered by Auditors in Residency Cases

Florida Asset Protection Laws

  • Protection of Assets Held by Husband and Wife
  • Protection of Business Assets; IRAs; Annuities, Life Insurance, etc.

Homestead - the Legal Chameleon

  • Homestead for Property Tax Purposes
  • Homestead for Asset Protection Purposes
  • Homestead for Inheritance Purposes
  • Restriction on Descent and Devise of Homestead

Florida Probate

  • Formal Administration
  • Summary Administration
  • How to Avoid Probate

Increase Your Understanding Of The Current Form 1099 Regulations And Be Prepared For Revised 2018 IRS Filing Deadlines

Be ready for 1099 season. Become savy in the revised regulations covering the most common 1099s required in the World of Information Reporting. Be informed, remain compliant, and avoid increasing penalties that can devastate an otherwise prosperous company.

Increase Your Knowledge of Current Form 1099 Regulations

Are independent contractors an integral part of your workforce? Are you sure that you have a full understanding of the current Form 1099 laws and reporting requirements? Lorman Education Services offers comprehensive training that will quickly bring you up to speed on the current Form 1099 regulations.

This program is developed and led by Marcia L. Miller, E.A. — Managing Director of Transition Advisors, LLC and a former nationwide presenter on business taxation and accounting issues for Thomson Reuters. Topics range from a discussion of the basics of IRS Form 1099 reporting, to current issues related to working with independent contractors, merchant acquirer reporting requirements and more.

Upon completion of this webinar, you’ll be better positioned to manage risk and avoid potential issues related to regulatory compliance. You’ll also have a clearer picture of your obligations as an employer, which will reduce the headaches and paperwork associated with IRS Form 1099 reporting. For accounting professionals, our training may also help you earn credits that can be put towards your ongoing continuing education requirements.

Attend This Live 1099 Training Event Without Leaving Your Office

Busy professionals can’t afford to take time out of a hectic day to travel to an off-site training seminar. Lorman enables you to attend this live 1099 reporting updates training event without leaving your office. All you need is a computer with Internet access, and you can log in and view the program at the appointed time. If the time doesn’t fit your schedule, the program is also available in a variety of recorded formats including on-demand, as an audio & reference manual delivered on a USB flash drive, and as an audio recording delivered by a downloadable MP3.

Now Available to Download or Stream

Our IRS Form 1099 training webinar is currently available for streaming or download through our OnDemand archive. Sign up online and in just a few minutes you can begin your training from any computer or mobile device. Like all our programming, our IRS Form 1099 webinars have no prerequisites and no requirements for purchasing textbooks or course materials. As a result, it’s easy to learn on the go.

“IRS Form 1099 Reporting Update” is just one of many Lorman Education Services courses that cover business taxation and accounting topics. Browse our calendar of live events and OnDemand programming to fully explore your training options.

Year-round Training Is Available With an All-Access Pass

You can keep up with current Form 1099 regulations and fulfill additional training needs by purchasing a cost-effective All-Access Pass. Pay just once and get immediate and unlimited access to our comprehensive training library. You’ll find a wide assortment of live and on-demand training programs and an abundance of valuable resources such as whitepapers, articles, course manuals and more. There’s also a helpful state-specific continuing education tracker, informative members-only newsletter and the All-Access Pass course concierge.

Lorman Education Services: Providing Superior Training for More Than 28 Years

More than 1.4 million professionals have reaped the benefits of our training programs over the years. We serve the training and continuing education needs of workers in numerous job functions across a wide range of industries. Our loyal customers continue to turn to us for current, relevant training that enhances their business skills and makes them more marketable in today’s challenging job environment.

Don’t wait — register for the live 1099 reporting updates training event today.

Course Fast Facts:

  1. Learn everything you need to know about IRS Form 1099 
  2. Comprehensive agenda covering 1099 reporting, compliance issues, and hot topics.
  3. Study along with simple instructions & demonstrations
  4. Written and developed by leading IRS instructors
  5. Certificate of completion
  6. Available in multiple formats where you can choose the best format for your needs

Available in :

  • Live Webinar : 90 Minute live streaming program
  • OnDemand Webinar : Archived webinar presentation with audio and slideshow including downloadable reference manual. Watch online anytime.
  • Audio & Reference Manual : PDF and MP3 files delivered on a USB flash drive. Listen and read on any compatible device.

Course Delivery

This program is available in several formats. Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course

Recognition & Accreditation

All students who complete this course, receive a certificate of completion and will be issued a certificate via email.

This course is being supplied by Lorman.

Credits

 OnDemand Webinar

This course was last revised on June 27, 2018.

  • AK CLE 1.5 
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.5 
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • Arizona CLE 1.5 
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5 
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5 
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • GA CLE 1.5 
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • HI CLE 1.5 
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours. 
     
  • IL CLE 1.5 
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board. 
     
  • ME CLE 1.5 
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MO CLE 1.8 
     
  • This course qualifies for self-study CLE credit in Missouri.
     
  • MS CLE 1.6 
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.6 credit hours.
     
  • MT CLE 1.5 
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • ND CLE 1.5 
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.
     
  • NH MCLE 1.5 
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes. 
     
  • NJ CLE 1.8 
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NM CLE 1.5 
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
     
  • NV CLE 1.5 
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5 
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. 
     
  • PA CLE 1.5 
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5 
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.52 
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.52 hours of credit.
     
  • UT CLE 1.5 
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
     
  • VA CLE 1.5 
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.
     
  • VT CLE 1.5 
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of self-study CLE credit.
     
  • WA CLE 1.5 
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
  • WI CLE 1.5 
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8 
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     

The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

 Audio & Reference Manual

  • AK CLE 1.5 
     
  • Arizona CLE 1.5 
     
  • CA MCLE 1.5 
     
  • CT CLE 1.5 
     
  • GA CLE 1.5 
     
  • HI CLE 1.5 
     
  • IL CLE 1.5 
     
  • ME CLE 1.5 
     
  • MO CLE 1.8 
     
  • MT CLE 1.5 
     
  • NJ CLE 1.8 
     
  • NM CLE 1.5 
     
  • NV CLE 1.5 
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5 
     
  • UT CLE 1.5 
     
  • VT CLE 1.5 
     
  • WA CLE 1.5 
     
  • WV MCLE 1.8 
     

The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

 MP3 Download

  • AK CLE 1.5 
     
  • Arizona CLE 1.5 
     
  • CA MCLE 1.5 
     
  • CT CLE 1.5 
     
  • HI CLE 1.5 
     
  • IL CLE 1.5 
     
  • ME CLE 1.5 
     
  • MO CLE 1.8 
     
  • MT CLE 1.5 
     
  • NJ CLE 1.8 
     
  • NM CLE 1.5 
     
  • NV CLE 1.5 
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5 
     
  • UT CLE 1.5 
     
  • VT CLE 1.5 
     
  • WA CLE 1.5 
     
  • WV MCLE 1.8 
     

The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

 

ALL ACCESS PASS

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Stacey Prince-Troutman

Stacey Prince-Troutman

Akerman LLP

  • Partner in the Orlando office of Akerman LLP
  • Focuses her practice on administering estates and trusts; planning for wealth transfer and transfer tax minimization; drafting documents related to the formation, management, and succession of closely held entities; asset protection planning; and forming and obtaining tax exempt-status for 501(c)(3) charitable organizations
  • Named to Florida Trend magazine’s Legal Elite list, 2016, and in Super Lawyers magazine as “Rising Star,” 2010 – 2012
  • LL.M degree in taxation, University of Florida Levin College of Law; J.D. degree, cum laude, University of Florida Levin College of Law; B.S.B.A. degree, magna cum laude, University of Florida

We provide a 7 Day Money Back Refund on all Courses

Pay Upfront US$199
Delivery Method
Get Info Pack

Special Offer

 

Receive The Personal Success Training Program FREE, When You Purchase This Course - Limited Time Remaining!  (Value $600)

 

The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!
Benefits:
  • How to layout a Success Plan.
  • Get where you want to be in life.
  • How to unclutter your mind to succeed.
  • Achieve your dreams using your imagination.
  • How to have faith in yourself.
Features:
  • 12 month online access,  24/7 anywhere.
  • Complement your individual course purchase.
  • Internationally recognized by the IAOTS.
  • Thousands of positive reviews.
  • Limited Time Offer - Ends Soon.
 

Share this course

Course Summary

Course ID: 101LRTEPCRF
Delivery Mode: Online
Access: 90 days
Tutor Support: Yes
Time: 98 minutes
Qualification: Certificate

Learn More With Course Bundles

Popular Courses and Bundles

Get a FREE Career Planner