2025 Estate Planning Workshop
The panel addresses practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.
Includes: Video Captions Audio Transcript Paper
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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2025 Estate Planning WorkshopNot yet rated
Advanced Section 1031 Problems
Current strategies for addressing the most challenging problems when planning for and structuring Section 1031 transactions, including partnership split ups, exchanges of underwater properties, and a comparison of the pros and cons of drop and swaps versus Delaware Statutory Trusts.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Advanced Section 1031 ProblemsNot yet rated
Advocacy Unlocked: A Masterclass for Mission-Driven Change
Advocacy is one of the most powerful tools nonprofits have to drive lasting change, but for many organizations it can be daunting to navigate. In this interactive session, participants learn how to harness lobbying and other types of advocacy initiatives in support of their organization's mission, while remaining in compliance with the local, state, and federal rules that apply to these activities.
Includes: Audio Transcript Paper Slides
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Advocacy Unlocked: A Masterclass for Mission-Driven ChangeNot yet rated
Hooked on CLE: April 2026
THIS MONTH: Aligning Cybersecurity with Business Operations • Deal Ethics • The Reality of Reality TV Contracts: Can They Really Draft That? • A Lawyer's Guide to Executive Compensation • Discovery in Car Crash Cases: Navigating Discovery to Avoid Another Crash
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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Hooked on CLE: April 2026Not yet rated
Artificial Intelligence: Practical Steps for Nonprofits to Take
Artificial intelligence is reshaping how nonprofits operate—but what should you actually do about it? This session explores practical steps for today, next quarter, and next year. Panelists demystify AI’s current uses and limitations, share examples of approaches and tools that work (and those that don’t), and discuss how nonprofits can harness AI responsibly to advance their missions while managing emerging risks.
Includes: Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr | 0.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Artificial Intelligence: Practical Steps for Nonprofits to TakeNot yet rated
Bankable Land: Unlocking Finance-Ready Renewable Energy Site Control
Examine the essential components of financeable site control agreements in utility-scale renewable energy projects, with a focus on title certainty, term structure, scope, termination provisions, and lender protections. Gain practical guidance on drafting land rights that withstand due diligence and support project finance.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2027
-
Bankable Land: Unlocking Finance-Ready Renewable Energy Site ControlNot yet rated
Case Studies for Nonprofit Organizations: Governmental Inquiries and Whistleblower Complaints
Session 1: Case Study: Governmental Inquiries and Investigations - Although private foundations and other nonprofits prepare for and may anticipate IRS audits, nonprofits are now facing a broader and more dynamic range of governmental interactions and inquiries. Explore other types of federal scrutiny and investigations that may impact private foundations and other nonprofits—including executive orders, DOJ investigations, and congressional inquiries. Examine how to navigate each type of inquiry through case studies. Session 2: Case Study: Whistleblower Complaints - Explore whistleblower protections, regulatory oversight, and emerging fraud trends impacting nonprofit organizations. Through various examples and case studies, examine how effective governance, compliance controls, and investigative responses may prevent misconduct and strengthen organizational integrity.
Includes: Audio Transcript Slides
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Case Studies for Nonprofit Organizations: Governmental Inquiries and Whistleblower ComplaintsNot yet rated
Commercial Activities: Structure Options and Associated Tax Considerations
Nonprofits increasingly engage in commercial activities to support their missions—but how should these ventures be structured? This session covers practical options for organizing commercial operations, from entity selection to managing unrelated business income, along with key tax considerations that drive compliance and long-term success.
Includes: Audio Transcript Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2027
-
Commercial Activities: Structure Options and Associated Tax ConsiderationsNot yet rated
Compliance and Operational Considerations for Maintaining Tax-Exempt Status
This presentation explores several key, general compliance requirements in connection with maintaining (after already having initially obtained) tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. More specifically and time permitting, the conversation touches upon recurring filings, the operational test, unrelated business income, private benefit, private inurement, and more.
Includes: Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Compliance and Operational Considerations for Maintaining Tax-Exempt StatusNot yet rated
DAFs, Fiscal Sponsors, Supporting Organizations and Other Charitable Giving Intermediaries
This panel discussion explores popular vehicles that facilitate indirect giving between donors and end-recipient charities or charitable causes. Through interactive case studies, the panel provides legal and practical guidance about the structure, pros and cons of each vehicle to help donors and their advisors choose the vehicle that is best for them.
Includes: Audio Transcript Paper Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2027
-
DAFs, Fiscal Sponsors, Supporting Organizations and Other Charitable Giving IntermediariesNot yet rated
Decision Points and Strategies in the Formation and Tax-Exemption of New Entities
Learn more about the strategies and decisions points that should be considered when establishing a new tax-exempt organization. Specifically, explore what organizations need to know to qualify for recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code, including an overview of the application process, the different bases for obtaining exemption, and the different types of tax-exempt organizations from an attorney and accountant perspective. Also, gain insight into the different types of entities that can be used to carry out exempt activities and the factors that should be considered when selecting among them.
Includes: Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Decision Points and Strategies in the Formation and Tax-Exemption of New EntitiesNot yet rated
Demystifying the IRS, Treasury, and the Tax Policy Process (2026)
Practitioners deal daily with many state and federal laws governing charity operations – but where do they come from? Where do they intersect? How have they changed over time? This presentation takes a bird’s-eye view of the laws regulating charities and highlights major developments over the past 50 years.
Includes: Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Demystifying the IRS, Treasury, and the Tax Policy Process (2026)Not yet rated
Environmental Considerations for Renewable Energy Projects in the Trump Administration
An overview of how environmental permitting regimes have changed in the last year, how that has affected compliance strategies, and what other changes can we anticipate.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2027
-
Environmental Considerations for Renewable Energy Projects in the Trump AdministrationNot yet rated
Estate Planning for Real Estate Investors
Focus on the income tax and wealth transfer tax planning opportunities (and pitfalls) associated with planning for real estate investors including a discussion of non-tax considerations and obstacles. Also explore planning strategies for specific types of assets and ownership structures typically found in real estate deals.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Estate Planning for Real Estate InvestorsNot yet rated
Ethical Obligations for Lawyers Using AI
AI has been in use for more than 50 years, but not everyone realized they were using Machine Learning with search engines. In 2026, all lawyers will rely on some form of AI while working trials and transactions, so it imperative that all lawyers understand their ethical obligations using AI.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Ethical Obligations for Lawyers Using AINot yet rated
Federal Tax Legislative Update (2025)
Hear about the current tax policy landscape, including recently enacted legislation and the prospects for additional legislation.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Federal Tax Legislative Update (2025)Not yet rated
Financing Data Centers
An overview of data center financings, including a discussion of the dominant structures in the market, a comparison to renewable energy financings and what this all means for the renewable energy market going forward.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2027
-
Financing Data CentersNot yet rated
Form 990 and Form 990-PF: Unlocking the Mysteries
This session covers the fundamentals of the Form 990 and Form 990-PF, with an emphasis on the essential information that every director, officer, fundraiser, and staff member must understand. Learn how these information returns are simultaneously a public relations tool for potential donors and a compliance roadmap, both internally (for staff) and externally (for regulators).
Includes: Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Form 990 and Form 990-PF: Unlocking the MysteriesNot yet rated
Fundraising Fundamentals and Managing Gifts
Session 1: Fundraising Fundamentals: How to Enhance Donor Relationships While Staying Compliant - Discuss the importance of gift acceptance/naming rights policies, legal and operational factors to consider when hiring external fundraisers, and the lifecycle of donor engagement. Session 2: Managing Gifts: Policies, Procedures, and Practical Tips - Charitable gifts are the lifeblood of nonprofits, but receiving and managing donations can present ongoing compliance challenges. Discuss key policies relating to the acceptance and use of donations, as well as traps for the unwary.
Includes: Audio Transcript Slides
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Fundraising Fundamentals and Managing GiftsNot yet rated
Geothermal in 2026: Opportunities and Challenges in Project Development
Session 1: The Geothermal Market of Today: New Opportunities, New Risks - The geothermal market has changed, with significant expansion in the most recent 10 years. There are three key components driving this geothermal market expansion – new technology, new money, and “new” locations. With expansion, though, comes new risks, which may require legal rulings. Presented here are the most recent developments of the geothermal market – the technology, the locations, the money that is driving new growth for this 100-year-old industry, and the risks that are becoming top priority issues. Session 2: Digging Deep: Opportunities and Challenges in Geothermal Project Development - Geothermal project development is a critical component in meeting future energy demand. Explore the full spectrum of geothermal development from foundational steps to the complexities of securing title insurance. Further, discuss whether projects should be treated more like subsurface mineral interests or surface power facilities. Highlight emerging technologies that are expanding geothermals potential across the United States, positioning it as a key source of clean, reliable baseload power.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.75 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Geothermal in 2026: Opportunities and Challenges in Project DevelopmentNot yet rated