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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 Business Divorce: Startup to Litigation to Resolution (Philadelphia, Simulcasts)

    Understanding business divorce complexities empowers you to better advise clients starting businesses and/or stuck in intolerable situations. This course covers essential strategies and tactics for dealing with the legal and business aspects of shareholder and partner disputes in privately held companies.

     

    Learn what you must know when advising a client involved in a business divorce:

    • Identify the various parties and positions
    • Understand the multiple issues that must be considered
      • Business law issues
      • Litigation issues
    • Computer Forensics
    • Ethics

     

    This course qualifies for 7 CPA credits.

     

    9913-ml/aj

    Formats Available: Attend In-Person, PBI INTERNAL USE ONLY...DO NOT PURCHASE, Simulcast
    Original Product Date: November 08, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Business Divorce: Startup to Litigation to Resolution (Philadelphia, Simulcasts)
    Collapse Collecting and Enforcing Judgments In Pennsylvania (Mechanicsburg, Simulcasts, Live Webcast)

    Discover how to turn judgments into cash!
    Get a comprehensive overview of collections law

    • Execution practice
    • Article 9
    • Enforcing judgments against real estate
    • Exemptions
    • Fraudulent Transfer Act
    • Fair Debt Collection Practices Act
    • Ethical issues

     

    FREE! Receive the newest edition of Collecting and Enforcing Judgments in Pennsylvania

    • Searchable thumb drive included
    • Filled with useful forms
    • A gold mine of valuable tips, forms and how-to-do-it instructions

     

    9962-sbi

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 04, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Collecting and Enforcing Judgments In Pennsylvania (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Counseling Small Businesses (Philadelphia, Simulcasts, Live Webcast)

    Practical advice on counseling your small business clients

    • Operational considerations
    • Asset protection
    • Business financing
    • Business plans

     

    Get the tools you need to select the right business entity for your client

    Which one is right for your client? Learn the difference between proprietorships, partnerships, LLCs, joint ventures, corporations and business trusts.

     

    Discover how to start, manage and grow a business in Pennsylvania

    Everything the entrepreneur needs to know, from writing a business plan to hiring and managing employees.

     

    8996-sbi

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 29, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Counseling Small Businesses (Philadelphia, Simulcasts, Live Webcast)
    Collapse Family Law 101 (Mechanicsburg, Simulcasts, Live Webcast)

    Receive practical step-by-step instruction on approaching domestic relations practice

    You will receive practice pointers from seasoned practitioners and learn the questions to ask and when you should ask them. Forms will be discussed as well as tips to effectively represent your client.

     

    Topics to be covered:

    • Pre-nuptial agreements
    • Divorce
    • Support
    • Custody
    • Equitable distributions
    • Interim relief
    • Appeals

     

    Program Sponsor: PBA Family Law Section

     

    9952-cap/bh

    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: 5.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Family Law 101 (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse How to Comply with the New Rules on Pennsylvania Court Filings (Philadelphia, Simulcasts, Live Webcast)

    Effective January 6, 2018—changes are coming in Pennsylvania and appellate courts. Lawyers will be required to redact confidential and sensitive information in all court-filed documents. Creating uniform standards and specifying the types of safeguarded information, lawyers will be subject to sanctions for failure to comply with this new policy.

    • Understand the development of the public access policy
    • Learn about how the policy is applied locally and the inconsistencies amount different counties
    • Find out how to handle court filings as the new policy goes into effect
    • Gain practical tips and techniques for complying with the new policy
    • Analyze the specific requirements under the new policy and what sanctions may be imposed for non-compliance

     

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



    10062-et

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

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

  • MORE INFOMORE INFO How to Comply with the New Rules on Pennsylvania Court Filings (Philadelphia, 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 Sophisticated Issues for Family Lawyers (Mechanicsburg, Simulcasts, Live Webcast)

     

    Mark your calendar

    Join an experienced faculty of domestic practitioners for this informative and essential workshop for family lawyers!

     

    Broaden your knowledge

    Discover innovative approaches to analyzing and tackling complex problems challenging the family law attorney
    on topics such as support, equitable distribution, taxes
    and custody.

     

    Delve into advanced issues

    From complex equitable distribution to critical trial techniques and strategies, our experienced faculty will help you expand and enhance your practice of family law.

     

    • 9:00 –9:05
      • Welcome and Introduction
    • 9:05 – 10:15
      • Connecting the Dots in Business Valuation
    • 10:15 – 11:15
      • Appellate Practice
    • 11:15 – 11:30
      • Refreshment Break
    • 11:30 – 12:15
      • Navigating the New Military Pension Frozen Benefits Rule
    • 12:15 – 1:15
      • Advanced Custody Issues

     

    Course Planners: Carol A. Behers, Esq., Jennifer A. Brandt, Esq.

    10020-hdo/scm

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

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Sophisticated Issues for Family Lawyers (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse The Basics of UM/UIM and Limited Tort (Reading)

    Get the basics to handle auto law cases

    Two of the core aspects of auto insurance coverage—uninsured (UM)/underinsured (UIM) motorist coverage and limited tort coverage law—will be outlined in detail. Learn the key terminology, how to properly read an insurance policy, what exceptions apply and how to bring or defend cases involving disputes over these coverages.

     

    Learn the keys to understanding UM/UIM

    • Whose insurance is primary
    • When you can “stack” policies
    • How to take advantage of multiple policies
    • When a claim for bad faith should be pursued

     

    Know the ins and outs of limited tort

    • What injuries overcome the threshold and allow for pain and suffering recovery
    • How you can prove “serious impairment of a bodily function”
    • How to evaluate the “election” of limited tort and challenge its applicability 

     


     

    Related Products

    • Course Book (2017-9842) — $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.

     

    lm/da
    9842

    Formats Available: Video Replay
    Original Product Date: October 27, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO The Basics of UM/UIM and Limited Tort (Reading)
    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 Your Client Is Losing Their Driver

    Imagine yourself without a driver’s license. What if you were a cab or truck driver? How would you earn your living without a license?

     

    Learn strategies to best represent your client

    • Learn the new ignition interlock requirements that will put your clients back on the road faster
    • Tips on how to follow-up after your client’s court appearance to make sure their license suspensions are processed correctly and they are receiving credit
    • How to qualify habitual offenders for a probationary limited license
    • Navigate the point system for your multiple offender client to keep him legal

     

    Update on the law

    • Ignition Interlock requirements are now applicable to certain first offenders 
    • It's summertime—learn about special speed zones and their license consequences

     

     

    Course Planners: David E. Hershey, Esq., Craig A. Sopin, Esq.

    9858-ml/aj

    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 Your Client Is Losing Their Driver