Tax Planning Opportunities for Small Businesses: Re-Evaluating the Toolbox after the OBBBA
A new look at the business and tax factors affecting your client’s choice of entity following the implementation of the One Big Beautiful Bill Act. Is the LLC still the top option, or have corporations taken the lead?
Includes: Video Audio Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 12/31/2026
-
Tax Planning Opportunities for Small Businesses: Re-Evaluating the Toolbox after the OBBBANot yet rated
First Friday Ethics: November 2025
Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! (1.00 hr ethics) Your Emergency Grievance Toolkit (Replay) For many lawyers, the grievance process can be upsetting, confusing, frightening, and anger-producing. Learn the most effective techniques for dealing with a grievance from the immediate past-Committee Chair of the District 4 grievance committee. Scott Rothenberg, Law Offices of Scott Rothenberg - Bellaire, TX (1.00 hr ethics) The Ethical Use of AI (Replay) Explore the patchwork of state-level professional rules and advisories addressing the use of artificial intelligence by lawyers in the practice of law, as well as the rise of standing court orders addressing the use of AI in connection with material submitted to the court. Also touch on the ways in which lawyers are in fact using AI in the practice (and some of the ways they are not). Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX (1.00 hr ethics) Privileged Communications: Ethical Challenges and Best Practices for Tax Practitioners with Organizational Clients (Replay) The question of whether and how the rules under Circular 230, which governs federal tax practice before the IRS, apply to in-house counsel is often raised. Join the Office of Professional Responsibility (OPR), the IRS responsibility for oversight of practitioner, to learn about how in-house counsel may come within OPR’s jurisdiction, OPR's role, mission, and procedures, pertinent Circular 230 provisions applicable to in-house counsel and other practitioners, and OPR’s investigative and disciplinary processes. Also touch on procedures that should be put in place to ensure compliance with Circular 230 and other best practices. Sharyn Fisk, Cal Poly Pomona - Los Angeles, CA
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 3.00 hrs | 3.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 10/31/2026
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First Friday Ethics: November 20254.36 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Boulette was fabulous, as always.
2025 Recent Developments in College and University Tax Law
Review recent tax law developments that affect the higher education community, such as Congressional legislation, IRS enforcement measures and pronouncements as well as judicial decisions. Learn about the impact on prevalent tax issues, including unrelated business taxable income, compensation and fringe benefits, charitable contributions, international activities, endowments, and reporting requirements.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
2025 Recent Developments in College and University Tax LawNot yet rated
Alternative Investment Tax Update
For colleges and universities, the highest-dollar tax issues when making alternative investments are unrelated business taxable income, or “UBTI”, the net investment income excise tax, and foreign taxes. Accurately estimating US taxes and non-US tax drag can help investment offices model expected returns and choose when to use “blocked” and “unblocked” investment structures. This session focuses on these and other key tax issues to consider in common alternative investment contexts like private equity funds and hedge funds.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
Alternative Investment Tax Update4 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Ethics Potpourri: 10 Tips to Help You Sleep at Night
Regardless of their credentials, experience, and the setting in which they work, tax professionals risk uncertainty and sleepless nights in balancing duties to their clients, companies, and the community at large. This session offers 10 tips to mitigate tax ethics insomnia, from confirming who your client is, what professional standards apply, how to keep up to date and safeguard confidences, when to rely on outside experts, and what your obligations — and options — are when conflicts arise or when you, your client, or an outside expert makes a mistake. Attending this session may not eliminate the risk of tax insomnia, but it is designed to reduce the potential for sleepless nights.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.00 hr | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
Ethics Potpourri: 10 Tips to Help You Sleep at Night4.13 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
IRA Energy Credits: Stories from the Trenches
Learn about the challenges, lessons learned and success stories when working with campus partners on various energy projects, including developing a strategic team, applying for, quantifying and documenting the credits and reaping their rewards. Also, hear about the future state of credits and how best to manage executive leadership's expectations.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
IRA Energy Credits: Stories from the Trenches4 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Legislative and Policy Update, Learning to Deal with the Chaos that is 2025
Gain insight into various legislative proposals being discussed regarding taxation of universities, their endowments, and how school conduct and governance policies are influencing tax policy. Hear about the upcoming budget reconciliation process and timing for a significant tax bill.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.25 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
Legislative and Policy Update, Learning to Deal with the Chaos that is 20253.86 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Loper Bright – Changing the Tax Paradigm
The impact of the Supreme Court’s Loper Bright opinion, which overturned the Chevron doctrine that compelled federal courts to defer to a federal agency's reasonable interpretation of an ambiguous statute, continues to impact many areas within tax. This session focuses on practical considerations post-Loper Bright, including interpreting regulatory guidance, taking return positions, providing tax advice, and litigating tax controversies.
Includes: Video Audio Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 8/31/2026
-
Loper Bright – Changing the Tax Paradigm4 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Name, Image, and Likeness Tax Issues
Name, Image & Likeness (NIL) is an emerging issue for Colleges and Universities. This session discusses the latest developments on NIL’s impact on contracts, information reporting and impact to universities and stakeholders.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
Name, Image, and Likeness Tax Issues4.21 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Nonresident Alien Tax Update
Discussion of the long-awaited final Treasury Regulations regarding digital content and cloud transactions as related to the international provisions of IRC section 861. These regulations are important in making income classifications, sourcing determinations, income tax treaty evaluations, as well as enable more accurate and consistent reporting of such transactions. The session also touches on the new electronic reporting requirements and the Voluntary Disclosure Program.
Includes: Video Audio Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 8/31/2026
-
Nonresident Alien Tax UpdateNot yet rated
PBU Calculations – Beyond Compliance
PBU calculations for tax-exempt bonds are essential for organizations to ensure compliance with IRS regulations and prepare for potential audits, but they also serve as valuable tools for planning and decision-making as organizational needs evolve. This session discusses how accurate PBU calculations help organizations make informed decisions about the future use of their tax-exempt bond-financed facilities, potentially allowing activities that generate PBU while staying within compliance limits.
Includes: Video Audio Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 8/31/2026
-
PBU Calculations – Beyond Compliance5 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
People Payments
Hear about issues that come up with compensation, especially executive compensation, and payroll tax reporting and withholding. Topics include specific timing issues that arise with 457(b) and (f) plans, Section 4960-related compensation reporting issues, Sabbaticals and even 403(b) plans.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
People Payments4.63 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
When Excludable Programs Aren’t Excludable: IRS Audit Defense Planning for Executive Benefits and Other Fringe Benefits
This panel discussion covers what happens when you think your noncash employee programs are excludable from income but they aren’t. Explore big ticket items for senior administrators and faculty as well as small ticket items whose volume can really add up. Evaluate programs through the lens of audit defense planning. Topics include business use of personal residences, dependent tuition remission, university-provided lodging and meals, travel (private/charter and spousal), business expense reimbursements, and use of gift cards. Also, touch on potential legislative changes that may be coming in these areas.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
When Excludable Programs Aren’t Excludable: IRS Audit Defense Planning for Executive Benefits and Other Fringe BenefitsNot yet rated
First Friday Ethics: August 2025
Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! This month includes: (1.00 hr | 1.00 hr ethics) Artificial Intelligence Tools and Thoughtful Implementation and Use (Replay) We all see multiple stories about the rapid growth and entry into our daily lives of artificial tools. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute it correctly. Having conversations regarding the proper embrace of these technologies and these tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful adoption and use of these technologies, which are unique to each company and industry. This presentation will define the state of artificial intelligence tools, what benefits and risks exist, and finally steps to begin embracing these technologies with appropriate guardrails, policies, and training. It is less likely that artificial intelligence destroys industries, and much more likely that companies that embrace artificial intelligence will take overtake those companies that do not embrace artificial intelligence. Mark McCreary, Fox Rothschild LLP - Yardley, PA (1.00 hr | 1.00 hr ethics) Ethics Potpourri: 10 Tips to Help You Sleep at Night (Replay) Regardless of their credentials, experience, and the setting in which they work, tax professionals risk uncertainty and sleepless nights in balancing duties to their clients, companies, and the community at large. This session offers 10 tips to mitigate tax ethics insomnia, from confirming who your client is, what professional standards apply, how to keep up to date and safeguard confidences, when to rely on outside experts, and what your obligations and options are when conflicts arise or when you, your client, or an outside expert makes a mistake. Timothy J. McCormally, Arlington, VA (1.00 hr | 1.00 hr ethics) Thrive Together: Cultivating Wellness for You and Your Legal Team Explore the essential role of burnout prevention in the legal profession and discover practical strategies to cultivate wellness for yourself and your staff. This session equips you with actionable tools for fostering a thriving, resilient legal team. Alicia Freeman, Texas Lawyers' Assistance Program (TLAP) - Austin, TX Kiele Linroth Pace, Pacefirm Consulting, LLC - Austin, TX
Includes: Video Audio Slides
- Total Credit Hours:
- 3.00 hrs | 3.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2026
-
First Friday Ethics: August 20253.86 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Excellent and helpful.
The first of the three courses was very good. The other two were irrelevant to my practice.
Excellent course. Tons of information, but very practical. Speaker was amazing.
I found the first and third segments to be more useful. The second seemed more meandering.
First and third were the best
First Friday Ethics: July 2025
Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! This month includes: (0.75 hr | 0.75 hr ethics) Use of AI in Litigation (Replay) Understanding the basics of how AI works, the dangers and pitfalls with current AI technology, and ways AI can (or should not) be used in litigation. J. Hoke (Trey) Peacock III, Susman Godfrey LLP - Houston, TX (0.75 hr | 0.75 hr ethics) When Lawyers Make the News: It’s Not About You. It’s About Your Client. (Replay) With the guidance provided by the Texas Rules of Professional Conduct, the Texas Lawyer’s Creed, and existing ethics opinions, this presentation focuses on ethical considerations lawyers often face when handling cases that make the news and will offer practical guidance on avoiding common pitfalls that arise when your case makes the spotlight. Consider lessons learned from stories and examples of lawyers who themselves made headlines and faced legal trouble for ethical lapses in the scope of client representation. Thomas P. Brandt, Fanning Harper Martinson Brandt & Kutchin, P.C. - Dallas, TX John Husted, Fanning Harper Martinson Brandt & Kutchin, P.C. - Dallas, TX (1.00 hr | 1.00 hr ethics) Who’s Your Client? (Replay) Identifying your client seems like a simple issue, but it is frequently complicated, particularly with organizational clients such as partnerships, LLCs, corporations or trusts, or even simply joint return filers. The client’s identity in turn bears on all sorts of ethical and practical issues, including conflicts, where your duties lie, how to advise organizational clients, protect client confidences and privileges, handle communications with others and common interest agreements, etc. Christopher S. Rizek, Holland & Knight - Washington, DC (0.50 hr | 0.50 hr ethics) Updated Texas Disciplinary Rules: What You Should Know (Replay) New and amended disciplinary rules took effect in October 2024, adding a number of clarifications and additional provisions. Hear a summary of rule changes relevant to Texas practitioners. Olga Kobzar, Scott Douglass & McConnico LLP - Austin, TX
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 3.00 hrs | 3.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 6/30/2026
-
First Friday Ethics: July 20254.42 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Generally straightforward, understandable and practical. Materials were helpful.
Hooked on CLE: June 2025
THIS MONTH: Anti-SLAPP Case Study: Dealing with Defamation, Business Disparagement, and Social Media • Your Hearing/Deposition Will Be “Remote” But You Can’t Be “Distant” • RWI Update and Negotiating an RWI Policy for Your Deal • Oil & Gas in Estate Planning and Probate • Artificial Intelligence as a Core Competency: An Ethics Lens
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 5/31/2026
-
Hooked on CLE: June 20254.23 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Two of the videos ended early.
Hooked on CLE: May 2025
THIS MONTH: Navigating the NIL Landscape: Contracts, Cash, and Compliance • Deep in the Heart of the Texas Business Courts: What Attorneys Need to Know • Taking Your Cybersecurity Incident Response Plan to the Next Level • Generative AI: Developments and Ethical Implications
Includes: Video Audio Slides
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2026
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Hooked on CLE: May 20254.17 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
I liked the first sessions better.
The Navigating the NIL Landscape presentation was excellent!
interesting, diverse presentations
all were good, especially the cybersecurity segment
Excellent topics
Taxation of SNTs, Including Court Created Trusts
A basic overview of tax issues relating to the administration of special needs trusts, including those created by court order.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2026
-
Taxation of SNTs, Including Court Created TrustsNot yet rated
Answer Bar: Considering a Special Needs Trust
Session 01: Public Benefits Overview and Key Concepts - Hear an overview of the different public benefits programs that may impact a special needs client, and explore Texas-specific waivers as well as federal and state regulations. Session 02: Special Needs Trusts 101: The Basics - An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples. Session 03: The Ethics of SNT Administration - In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical. Session 04: Redlining the Basics with 1st Party SNT - Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT. Session 05: Maximizing Public Benefits - Discuss how to identify what benefits your client has; what additional benefits they may be eligible for; what distributions by a trustee (or anyone) will make them ineligible; and what distributions will keep them eligible for those benefits. Session 06: Working Together: Texas ABLE Accounts and Special Needs Trusts - Learn about the tax-advantaged Texas Achieving a Better Life Experience Program (Texas ABLE®), a disability savings program created specifically for Texans with qualifying disabilities. This session covers specifics about Texas ABLE and how it can be used in conjunction with Special Needs Trusts, while helping to preserve state and federal means-tested benefits, including SSI and Medicaid. Learn how recent regulatory and legislative developments have continued to expand the flexibility and impact of ABLE accounts. Session 07: Initial Client Meeting Guidance and Resources - Exploring the art of focusing client appointments and staying on track. Session 08: Sole Benefit Trusts: What, When, and Why - Focus on the uses of Sole Benefit Trusts, including distinguishing them from other types of special needs trusts. It will include practical application, hypothetical situations, and sample language. Session 09: A Quick Trust Tax Tutorial - You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners. Session 09: SSA Regional Trust Leads Presentation Regarding SSI Trusts - The centralization of SSI trust reviews business process celebrated its 10-year anniversary in 2024. This session provides a look back, including improved quality, accurate and consistent trust determinations, and technical proficiency of employees. In addition, hear the latest regarding the legal opinion process, early termination, 90-day amendment period, and updates to the trust POMS. Session 11: Special Needs Trusts Ethics Jeopardy - Attorneys and trustees need to clearly understand their ethical obligations. Using the Jeopardy game show format, in this interactive session, the presenters cover various ethical issues encountered in a special needs practice, providing the answers while the audience provides the questions.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 9.25 hrs | 2.25 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2026
-
Answer Bar: Considering a Special Needs Trust4.58 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
2024 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 Audio Paper
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2026
-
2024 Estate Planning Workshop3.84 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Couldn't hear questions from Audience. Prof also didn't fully say questions and interjected so much it was hard to follow what the topic/question was at times.