Course Overview
Apply substantial presence and green card tests.
Distinguish effectively connected and passive income.
Utilize tie-breaker provisions and treaty benefits.
Complete required forms and avoid costly penalties.
Course Overview
Apply substantial presence and green card tests.
Distinguish effectively connected and passive income.
Utilize tie-breaker provisions and treaty benefits.
Complete required forms and avoid costly penalties.
Why Attend
Agenda
Session 1
U.S. Tax Residency Rules and Determination Tests
Session 2
Non-Resident Alien Visa Types and Exemptions
Session 3
Essential IRS Forms for Non-Resident Tax Compliance
Session 4
U.S. Tax Treaties and Treaty Tie-Breaker Rules
Session 5
Effectively Connected Income Taxation and FIRPTA
Session 6
Non-Effectively Connected Income and FDAP Rules
Session 7
Break
Session 8
Deductions and Federal Credits for Non-Residents
Session 9
U.S. Partnership Investment Tax Compliance Requirements
Session 10
Gift and Estate Tax for Non-Domiciliaries
Session 11
State and Local Tax Implications Overview
Session 12
Pre-Immigration Planning and Worldwide Taxation Transition
1:00 pm - 1:10 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session covers the fundamental tests for determining U.S. tax residency, including the Substantial Presence Test and Green Card Test. Participants will learn about residency start dates, first year elections, IRC 6013(g) and 6013(h) elections, the closer connection exception, and the newly proposed Trump Gold Card non-dom regime.
The Wolf Group, P.C.
The Wolf Group, P.C.
1:10 pm - 1:20 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session examines visa categories that receive special tax treatment, including A1/A2 diplomats, G1/G4 international organization employees, and F/J/M students and scholars. Participants will understand how days are counted for tax purposes and the importance of filing Form 8843 annually.
The Wolf Group, P.C.
The Wolf Group, P.C.
1:20 pm - 1:30 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session distinguishes between Form 1040 and Form 1040NR filing requirements and due date differences. Attendees will learn proper form selection including W-9 versus W-8BEN and how Form 1099 versus Form 1042-S impacts tax reporting with financial institutions.
The Wolf Group, P.C.
The Wolf Group, P.C.
1:30 pm - 1:40 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session explores how tax treaties affect non-resident taxation and when treaty benefits apply. Participants will learn about the treaty tie-breaker provision, Form 8833 filing requirements, and important considerations including potential exit tax implications for long-term green card holders.
The Wolf Group, P.C.
The Wolf Group, P.C.
1:40 pm - 1:50 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session covers U.S. source income rules for earned income including wages, consulting income, and rental income with the critical net election. Participants will learn about FIRPTA withholding on real property sales, Forms 8288/8288-A/8288-B, and Form 5472 requirements for foreign-owned LLCs.
The Wolf Group, P.C.
The Wolf Group, P.C.
1:50 pm - 2:00 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session examines passive income taxation for non-residents including interest, dividends, and capital gains from personal property. Attendees will learn about the 30% flat withholding rate, portfolio interest exemptions, and IRC 871(a)(2) rules affecting tax-exempt visa holders present 183 or more days.
The Wolf Group, P.C.
The Wolf Group, P.C.
2:00 pm - 2:10 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
A short intermission allowing participants to refresh before continuing with the remaining technical sessions. Use this time to review notes and prepare questions for the upcoming segments.
The Wolf Group, P.C.
The Wolf Group, P.C.
2:10 pm - 2:20 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session covers available itemized deductions on Schedule A including SALT and charitable contributions, plus the special U.S.-India treaty standard deduction provision. Participants will learn about energy credits under IRC 25C and 25D, noting their termination after December 31, 2025.
The Wolf Group, P.C.
The Wolf Group, P.C.
2:20 pm - 2:25 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session addresses ECI versus NECI determinations for foreign partners and proper reporting on Schedules K-1 and K-3. Attendees will understand IRC 1446 withholding requirements and the associated Forms 8804, 8805, and 8813 for quarterly and annual compliance.
The Wolf Group, P.C.
The Wolf Group, P.C.
2:25 pm - 2:30 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session covers domicile rules distinguishing non-domiciliaries from residents, with only a $60,000 exemption versus the $15 million unified credit. Participants will learn about Forms 709-NA and 706-NA, plus planning strategies using foreign blocker corporations and Form 1120-F considerations.
The Wolf Group, P.C.
The Wolf Group, P.C.
2:30 pm - 2:35 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session highlights how non-residents for federal purposes may still be state tax residents, particularly affecting A, G, and J visa holders. Attendees will learn about state conformity types and common add-back requirements that impact non-resident alien tax situations.
The Wolf Group, P.C.
The Wolf Group, P.C.
2:35 pm - 2:40 pm EST
The Wolf Group, P.C.
The Wolf Group, P.C.
This session prepares advisors for transitioning clients from non-resident to resident status and the resulting worldwide income taxation obligations. Participants will understand FBAR and FATCA reporting requirements, international form penalties, and critical Schedule B compliance considerations.
The Wolf Group, P.C.
The Wolf Group, P.C.
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
Attorneys will learn U.S. tax residency rules, visa-specific considerations, income sourcing, tax treaties, and compliance requirements for non-resident aliens.
Attorneys will gain practical guidance for advising high-net-worth international clients, multinational families, and cross-border investors on U.S. tax obligations.
Attorneys will learn U.S. tax residency rules, visa-specific considerations, income sourcing, tax treaties, and compliance requirements for non-resident aliens.
Attorneys will gain practical guidance for advising high-net-worth international clients, multinational families, and cross-border investors on U.S. tax obligations.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
|---|---|---|---|---|
| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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| Exclusive Partner Webinars & Events |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion |
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| Personalized CLE Platform |
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| Live Conferences |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
The Wolf Group, P.C.
Fan is a CPA and Tax Director with seven years of experience in the tax and accounting industry, providing specialized U.S. tax services to clients with international concerns, including expatriates, inpatriates, high-net-worth individuals with global assets, international organization employees and retirees, and entrepreneurs with foreign interests.
The Wolf Group, P.C.
Fan is a CPA and Tax Director with seven years of experience in the tax and accounting industry, providing specialized U.S. tax services to clients with international concerns, including expatriates, inpatriates, high-net-worth individuals with global assets, international organization employees and retirees, and entrepreneurs with foreign interests.
The Wolf Group, P.C.
Mishkin is a Principal of The Wolf Group overseeing the firm’s international tax services in Offshore Voluntary Disclosure, US Exit Tax, foreign grantor and non-grantor trusts, nonresident alien taxation, international organization employee taxation, pre-immigration tax planning, and cryptocurrency.
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Date / Time: December 31, 2025
Closed-captioning available
2026-03-27 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-03-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
