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West Chester
Collapse Accounting & Financial Statements for Divorce Lawyers (Philadelphia, Simulcasts, Live Webcast)

Reading and understanding both financial statements and tax returns provides valuable information and insight to the movement of cash flow and asset changes.

  • Learn what is meant by financial statements and why not all are created the same.
  • Find out what to ask for and why it is important in the determination of support calculations and equitable distribution.

 

We will cover both basic and complex matters involving business owners where there is an opportunity to control the flow of funds and commingle personal expenses. Moreover we will examine what trial techniques to employ if you represent the dependent or independent spouse in these matters.

 

  • 9:00 – 9:15
    • How Attorneys & Accountants Work Together
  • 9:15 – 9:45
    • The Information You Need, the Documents You Require
  • 9:45 – 10:15
    • Uncovering Information in Individual Tax Returns
  • 10:15 – 10:50
    • How to Read Financial Documents: Financial Statements of Business-Part I
  • 10:50 – 11:05
    • REFRESHMENT BREAK
  • 11:05 – 11:40
    • How to Read Financial Documents: Financial Statements of Business-Part II
  • 11:40 – 12:00
    • How to Read Financial Documents: Tax Returns of Corporations & Partnerships
  • 12:00 – 12:15
    • Forensic Nightmares

 

Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.



9954-hdo/scm

Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
Original Product Date: October 23, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 2.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Accounting & Financial Statements for Divorce Lawyers (Philadelphia, Simulcasts, Live Webcast)
    Collapse Elder Law Update (Mechanicsburg, Simulcasts, Live Webcast)

    Our faculty will fill you in on the year’s highlights. Get the latest word on decisions from the courts and regulations from the legislators or agencies on all the critical issues. You’ll also focus on undue influence and what is required by the ethics rules to protect you and your clients.

     

    Make sure you know the significant developments

    • Top 10 case decisions from the courts
    • New PA managed care for Medicaid long term services and supports
    • ABLE accounts come to PA!
    • PA’s new Caregiver, Advise, Record, Enable (CARE) Act
    • Powers of Attorney– key provisions, updating existing POAs
    • Medicare coverage for seniors
    • Accessing home and community-based services

     

    Program Sponsor: PBA Elder Law Section

     

    9883-lm/bkt

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 02, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 2.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Elder Law Update (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse How to Prepare the Pennsylvania Inheritance Tax Return (Mechanicsburg, Simulcasts, Live Webcast)

    Sample filled-in returns included

     

    After starting off with a refresher on Pennsylvania inheritance tax law, you’ll walk through a series of examples of inheritance tax returns, from the simple estate to the more complex one. The experienced faculty will guide you through these sample estates highlighting the commonly mishandled items and other issues that can be particularly troublesome.

     

    This program is a great opportunity to:

    • Be sure you’ve picked up every deduction and credit available to you
    • Get practical tips about the documentation you should be attaching to your returns and the reasons it matters
    • Be updated on all that’s new
    • Brush up on what is and what is not subject to tax
    • Get tips for handling trusts, annuities, mutual funds & other nonprobate assets
    • Clarify how and when the new family-owned business exemption is used
    • and more!

     

    Program Sponsor: PBA Real Property, Probate and Trust Law Section

     


    10102-clw/eb

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 11, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO How to Prepare the Pennsylvania Inheritance Tax Return (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Into the Cloud: What you need to know about cloud computing for your business (Pittsburgh, Simulcasts, Live Webcast)

    What is the cloud and what distinguishes it from traditional software and services?

     

    Legal issues in cloud product management

    • Engage third-party providers
    • Oversee data use and access issues
    • Online agreements

     

    Surrender and control of data—discuss this primary concern of companies moving to the cloud

    • Where will data be stored?
    • Will the cloud based storage comply with existing security standards?
    • What happens if there is a security breach?

     

    Special focus on cloud computing issues related to the healthcare industry

    • Benefits Cloud has to offer to healthcare entities 
    • Storage risks 
    • Regulatory and security concerns

     

     

    10131-et

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 06, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Into the Cloud: What you need to know about cloud computing for your business (Pittsburgh, Simulcasts, Live Webcast)
    Collapse Lights, Camera, Evidence! (Pittsburgh, Simulcasts, Live Webcast)

    Watch leading litigators “in action” in video vignettes of trial scenarios

     

    A fun, quick-paced way to brush up on trial evidence

    Using a series of video vignettes based on a hypothetical case, problematic evidentiary issues will be raised. Consummate litigators will engage in a lively, interactive discussion of the real-life evidentiary problems presented in each vignette. Not only will you get a refresher on the rules of evidence, you’ll hear winning strategies so that you can quickly “think on your feet” and be at the top of your game in the courtroom.

     

    Fine-tune your decision making on objections

    You’ll learn techniques for reacting more quickly to impermissible evidence. And, you’ll discern the advantages of foregoing certain objections. Sometimes less is more.

     

    Polish your style by watching the action

    Recent decisions affecting the admissibility of crucial points of evidence will be highlighted. Minimize your risk of getting caught in an embarrassing courtroom dilemma because you do not fully understand Pennsylvania evidence.

     

    Our top notch faculty will discuss these frequently encountered, but often tricky, evidence topics:

    • Prior inconsistent statements 
    • Vicarious admissions 
    • Business records 
    • Intoxication 
    • Competence of experts 
    • Contacting adverse witnesses 
    • Medical causation 
    • Fees earned by experts 
    • Violation of industry standards 
    • Prior convictions 
    • Post-accident changes 
    • Learned treatises 
    • Opinions from party defendants 
    • Experts relying on other experts 

     

    Course Planner: John P. Gismondi, Esq.

     

    Book Available

    • Course Book 2017-10100 $69
      plus $8.00 S&H & $4.62 tax ($81.62) 
      If you are ordering course materials separately, please allow two weeks after the first program for the shipment of books.

     

    10100
    clw/eb

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 15, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO Lights, Camera, Evidence! (Pittsburgh, Simulcasts, Live Webcast)
    Collapse Litigating the Legal Malpractice Case (Philadelphia, Simulcasts, Live Webcast)

    Walk through a malpractice case
    From case selection, the discovery process and settlement, this comprehensive seminar will walk you through a legal malpractice case and discuss the complexities involved in such an action.

     

    Examine attorney liabilities
    From accounting malpractice to debt collection violations to defamation and civil rights infractions—learn the many ways you, as attorney, can be held liable for malpractice.

     

    A step-by-step review of the litigation process

    • What to discern from the initial client meeting
    • Screening the case
    • Managing client’s expectations
    • Pleading causes of action
    • The defense perspective
    • Accounting malpractice
    • Attorney liabilities

     

    Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.



    10087-et

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 13, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 1 hour Ethics Credits, 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Litigating the Legal Malpractice Case (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Challenges of Representing a Client With Diminished Capacity (Mechanicsburg, Simulcasts, Live Webcast)

    Ethical dilemmas and questions regarding capacity occur in all practice areas – not just estate law.

     

    Join our expert faculty as we discuss the conditions that affect mental capacity and the levels of capacity required to execute various documents and engage in different transactions.

     

    Review Considerations in New Client Engagement

    • Determine whether a potential client has the capacity to engage you
    • Identify the transactions the client has the capacity to engage in and the documents the client can execute
    • Recognize the warning signs of undue influence

     

    Determine if Your Client has Diminished Capacity

    • Discuss methods of accessing capacity
    • Identify the conditions that affect mental capacity

     

    Examine the Gray Areas of Professional Ethics when you have Issues of Capacity

    • Identify who the client is
    • Recognize conflicts of interest
    • Determine your duties if your client loses capacity during the representation

     

    Schedule

    • 12:00 – 12:05
      • Welcome & CLE Information
    • 12:05 – 12:15
      • Background
    • 12:15 – 1:15
      • The Lawyer's Role in Evaluating Capacity and
        Defining the Challenges of Representation
    • 1:15 - 2:15
      • Conditions that Affect Mental Capacity
    • 2:15 – 2:30
      • Break
    • 2:30 – 4:00
      • Evaluating Capacity: An analysis of the various standards for capacity through hypotheticals
    • 4:00 – 4:15
      • Questions/Answers

     

    Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.

     

    10046
    sbi

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 16, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO The Challenges of Representing a Client With Diminished Capacity (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse The Year in Review for the General Practitioner 2017 (Mechanicsburg, Simulcasts, Live Webcast)

    CLE that works for you immediately.

    Current, engaging and dynamic, this program provides education that equips you with real skills and information that you can put to use at work the very next day. Each hour is designed to enhance your practice:

    • Estate Planning
    • Professional Liability
    • Family Law
    • Real Estate Law
    • Business Law: Big Changes for LLCs, LLPs, LPs and GPs
    • Drugged Driving in the Medical Marijuana Era

     

    Learn from six “power” hours—developments, trends, & projections delivered by leading practitioners

    Unique teaching teams made up of experienced and highly-respected attorneys take you through each hour, highlighting the year’s most significant developments shaping your practice.

     

    WE MAKE LEARNING EASIER.

    Finding it difficult to keep up? We know you feel daily pressure to stay on the cutting edge of your practice (and up to date on your CLE requirement.) This program is designed to keep you current and competitive (and compliant!)—without interrupting your busy schedule.

     

    • 8:30 - 8:35
      • Welcome
    • 8:35 - 9:35
      • Estate Law Update
    • 9:35 - 9:40
      • Break
    • 9:40 - 10:40
      • Professional Liability Update (Ethics)
    • 10:40 - 10:50
      • Break
    • 10:50 - 11:50
      • Family Law Update
    • 11:50 - 12:30
      • Lunch
    • 12:30 - 1:30
      • Real Estate Law Update
    • 1:30 - 1:35
      • Break
    • 1:35 - 2:35
      • Business Law: Big Changes for LLCs, LLPs, LPs and GPs
    • 2:35 - 2:45
      • Break
    • 2:45 - 3:45
      • Birchfield and Its Impact on Your Next DUI Case

     

    10031-cap/sat

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 01, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 5.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO The Year in Review for the General Practitioner 2017 (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Tips from the Bench: How 25 Recent Cases Influence the Way We Draft Contracts (Philadelphia, Simulcasts, Live Webcast)

    This full-day program analyzes 25 recent contract cases from Delaware Chancery, federal courts, and other jurisdictions across the country to glean practical drafting advice straight from the pens of judges who deciphered the provisions at issue. Using the original text of the litigated provision, the arguments of both parties as to the “correct” interpretation, and the ultimate judicial rendering of it, we’ll make practical recommendations on substance and style for these types of provisions:

     

    • indemnification
    • earnouts
    • drag alongs
    • limitations of liability
    • liquidated damages
    • restrictive covenants
    • browse wrap licenses
    • click wrap licenses
    • arbitration
    • assignment
    • forum selection
    • governing law
    • and much more!

     

    ml/aj
    9868

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 18, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO Tips from the Bench: How 25 Recent Cases Influence the Way We Draft Contracts (Philadelphia, Simulcasts, Live Webcast)
    Collapse Trials: Tips, Tactics and Tales Featuring Michael P. Cash--one of PBI

    Mike Cash is that rare breed who loves trial, loves sharing tactics and techniques with other trial lawyers and is a superstar at both. Trials is a fast-paced program rich with demonstration and worth every second of your attention.
    Mike Cash respects your experience and celebrates your already proven abilities as a trial lawyer. His course is designed specifically to take you to the next level of success in the courtroom.

     

    Watch demonstrations of trial techniques in action

    • Pre-trial tips that will allow you to shut down your opponent at trial
    • High impact openings
    • Illuminating direct examinations of any kind of witness that will hold a jury’s attention
    • Decisive cross-examinations which will unravel a witness
    • How to create and use show-stopping demonstrative evidence
    • Closing arguments that move the jury to action

     

    Tuition includes course book and lunch. To inquire about course material purchases please contact the PROFESSIONAL EDUCATION GROUP, at (800) 229-CLE1 (2531) or shop online at www.proedgroup.com.

     

    Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course. 


    Program Sponsor: PBA Civil Litigation Section

     


    9970-clw/eb

    Formats Available: Video Replay
    Original Product Date: October 25, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 5.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Trials: Tips, Tactics and Tales Featuring Michael P. Cash--one of PBI
    Collapse Uber and Lyft: Where Are We Going? (Philadelphia, Simulcasts, Live Webcast)

    The practices of Uber and Lyft, the two most popular ridesharing applications in Pennsylvania, have drawn varied responses from the legal community. The growth of these companies, and their market shares, has raised legal implications for all involved: the state, cities, drivers, consumers, and the companies themselves. While we love the ease of these applications, we are also bombarded with news articles highlighting the problems in the industry. This program will feature sessions covering: employment law issues related to ridesharing companies, the struggling regulatory state and proposals for effective regulation, and the privacy implications of ridesharing companies’ data collection practices.

     

    Topics covered:

    • Employment status of drivers and unemployment compensation issues
    • Self-driving cars (Pittsburgh only), data collection practices, and the intersection of law and technology
    • Environmental impact and potential regulation
    • Consumer rights
    • And many more!

     

    Course Planner – Julia Simon-Mishel, Esq.

     

    9916-ml/aj

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 28, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Uber and Lyft: Where Are We Going? (Philadelphia, Simulcasts, Live Webcast)
    Collapse Whistleblowers: The Challenges, Risks, Rewards, and Protections (Philadelphia, Simulcasts, Live Webcast)

    Whistleblower litigation is emerging as a rapidly growing area of the law, with new developments almost on a daily basis.

     

    Explore the legal, practical and ethical issues that a whistleblower discovers illegal and otherwise illegal and improper practices in the workplace.

     

    A diverse panel of experienced practitioners will discuss:

    • Strategies for litigation under the federal False Claims Act and other similar state statutes
    • IRS and SEC programs that reward an informant based upon the amounts recovered on account of the information provided
    • Whistleblower protections against firing, discipline, or other retaliation under:
      • The Pennsylvania Whistleblower Law and other states' laws
      • Federal workplace protections, including those under the False Claims Act, the 2013 Defense Authorization Act, and other federal whistleblower protection statutes covering a wide range of industry sectors
    • The lawyer (in house counsel and otherwise) as whistleblower
    • The whistleblower's use of otherwise confidential documents
    • Negotiating settlement of whistleblower-retaliation claims

     

    Course Planner: Anthony J. Bolognese, Esq., David J. Caputo, Esq.

     


     

    Related Products

    • Course Book (2017-9958) — $69
    • Podcast with credit — $249
    • Podcast no credit — FREE
    • On-demand video with credit — $249
    • On-demand video no credit — FREE

    If you are ordering course materials separately, please allow two weeks after the program for shipment, and include $8.00 shipping and handling & 6% Pa. sales tax on all orders. Please allow 4 to 6 weeks for availability of podcasts and on-demand video.

     

    cap/sat

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 07, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Whistleblowers: The Challenges, Risks, Rewards, and Protections (Philadelphia, Simulcasts, Live Webcast)