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Continuing Education & Training: CDs
Tax & Accounting


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CDsWebinarsInsurance Transfer Pricing - Preparing for Tomorrow’s Tax Challenges Today
Oct 17, 2013 TIME: 12:30 PM - 2:00 PM ET
Speakers: Susan E. Seabrook, Julie Goosman
CDsWebinarsMultistate Businesses Take Note: The Apportionment Landscape is Changing
Oct 21, 2013 TIME: 12:45 PM - 2:15 PM ET
Speakers: Richard Pomp, Professor, University of Connecticut School of Law; Shirley Sicilian, General Counsel, Multistate Tax Commission; and Prentiss Willson, Of Counsel, Sutherland, Asbell & Brennan LLP
CDsWebinarsThe Final and New Proposed Tangible Property Regulations – What You Need To Know Now
Oct 29, 2013 TIME: 12:30 PM - 2:00 PM ET
Speakers: Jane Rohrs, Glenn Walberg
CDsWebinarsMaking the Most of Year End Planning Opportunities with Checklists, Forms and Client Letters
Oct 30, 2013 TIME: 12:30 PM – 1:30 PM ET
Speakers: Alan S. Gassman, Esq., Kenneth J. Crotty, Esquire, and Christopher J. Denicolo, Esquire
CDsWebinarsPlanning for Disability in an Aging World
Oct 31, 2013 TIME: 12:00 PM - 1:30 PM ET
Speakers: Robert B. Fleming, Esq. CELA and Rebecca Morgan, Boston Asset Management Chair in Elder Law, Director, L. L. M. in Elder law; Stetson University College of Law
CDs'Big Four' Perspectives on New Health Care Legislation
Speakers: Richard Speizman, Corina Trainer, G. Kenneth Robinson III, Edward M. Pudlowski 
CDs§409A Strategies: The Basics and Beyond
Speakers: Michael Riley, Antoinette Pilzner
CDs§409A: New Document Corrections Program for Nonqualified Plans
Speakers: Steven B. Tackney, Brigen L. Winters, Jeffrey W. Kroh
CDs2011- 2012 Estate Tax Planning Strategies
Speakers: Alan Gassman, J.D., LL.M., Christopher Denicolo, Esq., and Kenneth Crotty, Esq.
CDs2011 Estate Tax Law Changes
Speakers: Alan Gassman, Jerome Hesch, Christopher Denicolo
CDs2011 Estate Tax Strategies
Speakers: Alan Gassman, Kenneth Crotty, and Chris Denicola
CDs2012 Estate Tax Strategies
Speakers: Alan S. Gassman, Christopher J. Denicolo, and Kenneth J. Crotty, Gassman Law Associates, P.A.
CDsA Line-By-Line Guide to Form 706
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsA Line-By-Line Guide to Form 706 in 2013
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsAccounting for Income Taxes: UTPs in Transfer Pricing
Speakers: Christopher Desmond, Michelle Johnson, and Mark Schuette, Duff & Phelps
CDsAdvanced VAT for E-Commerce Business
Speakers: James Robinson, KPMG; Mark Houtzager, US VAT, Inc.
CDsAffiliate Nexus and Sales Tax – Its Legality and Implications
Speakers: Annette Nellen, Arthur R. Rosen, Brian W. Toman
CDsAffordable Care Act Workshop for Large Employers
Speakers: Alden J. Bianchi, Mintz Levin Cohn Ferrris Glovsky and Popeo PC and Greta Cowart, Haynes & Boone LLP
CDsAffordable Care Act Workshop for Small Business and Self-Employed Clients
Speakers: Alden J. Bianchi, Mintz Levin Cohn Ferrris Glovsky and Popeo PC and Christopher E. Condeluci, Venable LLP
CDsAn Overview of the Subpart F Foreign Base Company Sales Income Rules
Speakers: Rafic Barrage, Meyer Brown LLP
CDsAnalyzing Bloomberg BNA’s 2012 Survey of State Tax Departments
Speakers: Fred Nicely, Council on State Taxation; Tom Shimkin, Multistate Tax Commission and Steven Roll, Bloomberg BNA
CDsAnalyzing Bloomberg BNA’s 2013 Survey of State Tax Departments
Speakers: Fred Nicely, Council on State Taxation; Thomas Shimkin, Multistate Tax Commission and Steven Roll, Bloomberg BNA
CDsAvoiding Disaster in the Sunshine State: Responding to Florida's New Durable Power of Attorney Rules
Speakers: Alan S. Gassman, Kenneth J. Crotty, Christopher J. Denicolo
CDsAvoiding Ethical Violations
Speakers: Robert E. McKenzie
CDsAvoiding the Chapter 14 Transfer Tax Pitfalls in Family Transactions
Speakers: Todd Angkatavanich, Esq., Partner, Withers Bergman
CDsBanking and the Impact of the New FATCA Regulations
Speakers: Carol Tello, Partner, Sutherland, Alan Granwell, Partner, DLA Piper LLP and Robert J. Foley, State Street Product Tax Department
CDsBracing for the Storm: Lessons from Recent Cases as we Navigate the Fiduciary Impact of the Great Recession
Speakers: Dana G. Fitzsimons Jr., Gerard G. Brew
CDsBusiness Credit Provisions in the Small Business Jobs Act of 2010: Giving New Life to the R&D Credit
Speakers: Jim Ramstad, Dean Zerbe, David Ji, Ben Yaker
CDsCalifornia: The Perfect Storm for Tax Reform?
Speakers: Annette Nellen, CPA, Esq; Oksana Jaffe, Chief Consultant to the California Assembly Committee on Revenue and Taxation; and Jennifer Petersen, KPMG LLP
CDsCapitalization of Tangible Assets – Understanding the New Repair Regulations
Speakers: Gian Pazzia, KBKG Cost Segregation
CDsCaveat Emptor: The Risk of Omitting Customs from the Due Diligence Process
Speakers: Beth C. Ring, Esq., Sandler, Travis & Rosenberg, P.A.
CDsChanges in Lease Accounting: Analysis and Implications for Your Business
Speakers: Bill Bosco, Lease Accounting Project Working Group; John Bober, GE Energy Financial Services; Betty Davis, Ernst & Young; and Ralph Petta, Equipment Leasing and Finance Association
CDsChapter 14 in a Nutshell: A Practitioner’s Guide Through the Minefield
Speakers: Todd Angkatavanich, Esq., Partner, and Peter Slater, Esq., Withers Bergman
CDsCloud Computing: State Tax Opportunities and Pitfalls in the Forecast for Hottest Tech Trend
Speakers: Steven N.J. Wlodychak, Mark N. Stefan, and Mauricio G. Keene, Ernst & Young LLP
CDsCloudy with a Chance of Nexus: Analyzing Bloomberg BNA's 2012 Survey of State Tax Departments
Speakers: Fred Nicely, Council on State Taxation; Tom Shimkin, Multistate Tax Commission and Steven Roll, Bloomberg BNA
CDsCodification of the Economic Substance Doctrine: Issues, Uncertainties, and Application
Speakers: Gary Vogel, Marjorie Rollinson, David Garlock, Kevin Richards
CDsCurrent Developments in Asset Protection
Speakers: Gideon Rothschild and Daniel S. Rubin
CDsCurrent Developments in Section 382
Speakers: Todd Reinstein, Pepper Hamilton LLP and Kevin M. Jacobs, Ropes & Gray LLP
CDsDentists are Different: The Tax and Business Advisor's Guide to Representing Dentists
Speakers: Alan S. Gassman, Gassman Law Associates, P.A. and Bill Prescott
CDsDentists are Different: The Tax and Business Advisor's Guide to Representing Dentists in Buy-Sell, Practice Sale, Buy In, Retirement and Planning
Speakers: Alan S. Gassman, Gassman, Bates & Associates, P.A. and Bill Prescott
CDsDOL Targets Hidden Retirement Plan Fees - The New Standard of Disclosure for Fiduciaries and Service Providers
Speakers: Andrew L. Oringer and Linda K. Shore
CDsDOMA and the Taxation of Same-Sex Couples: The Potential Impact of Windsor
Speakers: Linda McKissack Beale, Wayne State University; Joseph Ecuyer, Bloomberg BNA; and Ken Savell, Bloomberg BNA
CDsDon't Discount the Use of Discounts
Speakers: Alan Gassman, Gassman Law Associates, P.A. and John Porter, Baker & Botts LLP
CDsDynasty Trusts in Your Home State: Design, Draft, and Implement Irrevocable Trusts to Receive Large Gifts Before the End of 2012
Speakers: Alan Gassman, Ken Crotty, and Chris Denicolo, Gassman Law Associates, P.A., Clearwater, FL
CDsDynasty Trusts in Your Home State: Design, Draft, and Implement Irrevocable Trusts to Receive Large Gifts in 2011 and 2012
Speakers: Alan S. Gassman, Kenneth J. Crotty, Christopher J. Denicolo
CDsElder Law and Ethics
Speakers: Rebecca Morgan and Roberta Flowers, Stetson University College of Law
CDsEmployee Benefit Plans and the New Puerto Rico Tax Code: Retirement Plan Transfers Between U.S. and P.R. and More
Speakers: Carlos Gonzalez, President, BenefitsPuertoRico.com LLC, San Juan, P.R. and Eugene M. Holmes, Senior Counsel, Proskauer Rose LLP, Washington, DC
CDsEmployee Benefits in Puerto Rico – 2013 Update
Speakers: Carlos Gonzalez, President, BenefitsPuertoRico.com LLC, San Juan, P.R.; Eugene M. Holmes, Senior Counsel, Proskauer Rose LLP, Washington, DC; Angel R. Marzan, Assistant Secretary of Internal Revenue, Puerto Rico Department of the Treasury, San Juan, P.R.
CDsEmployee Benefits in Puerto Rico – Final Rules on Qualified Retirement Plans, Procedure for Obtaining Hacienda Determination Letters, and More
Speakers: Carlos Gonzalez, President, BenefitsPuertoRico.com LLC, San Juan, P.R., Eugene M. Holmes, Senior Counsel, Proskauer Rose LLP, Washington, DC, Rolando Cuervo, IRS Employee Plans Revenue Agent, Plantation, FL and Olympia Diaz, IRS Group Manager
CDsEncore! Branch-Related Profits Tax
Speakers: Peter J. Connors, Orrick, Herrington & Sutcliffe, LLP
CDsEncore! Tax Planning and Compliance for Captive Insurance Companies
Speakers: Thomas M. Jones. McDermott Will & Emery LLP and Richard Buggy, Saslow Lufkin & Buggy, LLP
CDsEncore! The New Section 336(e) Regulations – What You Need to Know Now
Speakers: Jasper L. Cummings, Jr., Alston & Bird LLP; Timothy S. Shuman, McDermott, Will & Emery; and Robert H. Wellen, Ivins, Philips & Barker, Chartered
CDsEncore! Gift Tax and Form 709 Preparation
Speakers: Keith Schiller, Esq., Schiller Law Group, PLC
CDsEncore! Planning for Snowbirds: Tips, Traps and Tactics for Advisors with Clients in Florida
Speakers: Alan S. Gassman and Christopher J. Denicolo, Gassman Law Associates, P.A.; and Gary Teblum, Trenam Kemker Scharf Barkin Frye O’Neill and Mullis, P.A.
CDsEncore! State Tax Department Survey
Speakers: Fred Nicely, Council on State Taxation; Thomas Shimkin, Multistate Tax Commission and Christine Boeckel, Bloomberg BNA
CDsEncore! What Estate Tax Planners Need to Know About Portability Elections
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsEncore! What You Need to Know About the New Section 336(e) Regulations
Speakers: Jasper L. Cummings, Jr., Alston & Bird LLP; Timothy S. Shuman, McDermott, Will & Emery; and Robert H. Wellen, Ivins, Philips & Barker, Chartered
CDsEntering the U.S. Market: The 5 Most Important Tax and Legal Issues
Speakers: Douglas S. Stransky and Michael J. Student, Sullivan & Worcester LLP
CDsEntering the U.S. Market: The Five Most Important Tax and Legal Issues
Speakers: Douglas S. Stransky and Michael J. Student, Sullivan & Worcester LLP
CDsEstate Tax Law Changes in 2011
Speakers: Alan Gassman
CDsEstate Tax Return Compliance with Portability Elections on Form 706
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsFamily Limited Partnerships – Where We’ve Been, Where We’re Going
Speakers: Todd Angkatavanich, Esq., Partner, WithersBergman LLP and Stephanie Loomis-Price, Shareholder, Winstead PC
CDsFATCA - Intergovernmental Agreements, What Are They and How Do They Work
Speakers: Alan Winston Granwell, DLA Piper and Carol Tello, Sutherland, Asbill & Brennan LLP
CDsFATCA: What Non-Financial US Companies Need to Do to Prepare.
Speakers: Kimberly Majure, Principal, KPMG and Bruce Reynolds, Bloomberg BNA Managing Editor – International Tax
CDsFederal Tax Incentives: Building Green Can Lead to Gold
Speakers: Matthew Rader, John Connell
CDsFinal EGT Planning in 2012: How to Design, Explain and Implement Dynasty Trusts and Asset Protection
Speakers: Alan S. Gassman, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M., Christopher J. Denicolo, J.D., LL.M., Gassman Law Associates, P.A.
CDsFinal FATCA
Speakers: Carol Tello, Sutherland Asbill & Brennan LLP; Alan Granwell, DLA Piper; Jesse Eggert, Associate International Tax Counsel, U.S. Department of the Treasury; Lorraine White, Head of EMEA Custody Tax and US Tax Services, Bank of New York Mellon Asset Servicing; and Peter Deblon, Counselor, Finance (Tax) of the Embassy of the Federal Republic of Germany
CDsFiscal Cliff: 'The Morning After'
Speakers: Brett Ferguson, Heather Rothman, and Karen Fickes, Bloomberg BNA
CDsForeign Bank Account Reports (FBARs) and Overlapping FATCA Disclosure Requirements: New Rules, Forms and Official Guidance
Speakers: Charles M. Bruce , Moore & Bruce, LLP (Partner) and Bonnard Lawson (Counsel), and Stanley C. Ruchelman, The Ruchelman Law Firm (Member)
CDsForeign Private Issuers: Maintaining Compliance; Dodd Frank Considerations; and Raising Capital
Speakers: Anna T. Pinedo, James R. Tanenbaum, and Nilene R. Evans; Morrison Foerster
CDsForm 706 — The Art of Estate Tax Return Preparation
Speakers: Keith Schiller, Esq., Schiller Law Group, a Professional Law Corporation
CDsForm 706: A Line-By-Line Discussion
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsForm 706: A Line-By-Line Guide & Discussion
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsForm 706: Estate Tax Return Compliance with Portability Elections
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsForm 8939 Allocation of Increase in Basis for Property Acquired From a Decedent who Died in 2010
Speakers: Craig L. Janes and Laura H. Peebles, Deloitte Tax, LLP