Attorney Robert S. Schwartz, Esq. Presents Multistate CLE Program

CLE program

A Continuing Legal Education (CLE) course presented by Herold Law, P.A. Shareholder Robert S. Schwartz, Esq. – “Unusually Important Federal Tax Cases: What Attorneys Need to Know” – is now available online from the National Academy of Continuing Legal Education and the United Institute for Continuing Legal Education.

The program highlights six recent federal tax cases covering:

  • Valuation of family-held S-corporation stock for transfer taxation purposes.
  • IRS limitations regarding dictated income tax accounting methods.
  • Taxpayer affirmative use of the “substance over form doctrine” and “closely related step transaction doctrine.”
  • Money manager gains are broadly characterized as self-employment earnings subject to the higher income Obamacare Medicare 3.8 percent tax increase.
  • One $10,000 penalty per non-willfully botched annual Foreign Bank Account Report, not $10,000 per offshore account.
  • Tremendous penalty for willfully botched the annual Foreign Bank Account Report.

The program is beneficial for business law attorneys who want to gain an understanding of how court opinions affect federal tax laws in contrast to Congressional legislation and Department of Treasury tax regulations.

Praise from attorneys who have taken advantage of this course:

“Would have loved one last recap for the Complex Media, Inc. case.”

“Very thorough and in-depth presentation of the subject matter, primarily valuation in certain types of tax cases, presented by a knowledgeable practitioner.”

“Informative.”

“Well done!”

“The presenters could have presented in a more bullet point format.”

Herold Law, P.A. is a full-service law firm located in Warren, New Jersey. To learn more about our services, call 908-679-5011 or contact us online to schedule a consultation. We serve clients in Somerville, Morristown, and across New Jersey.