Program Details
2025-11-07 14:00:00
Over 1,000+ webinars
Course Overview
2025-11-07 14:00:00
1h CLE Credits
Intermediate
1
2:00 pm - 2:15 pm ESTThis session explores the true value of settlements beyond gross recovery, examining how taxes, liens, and fees affect plaintiff outcomes. Participants will learn three primary tax reduction approaches: exemptions, deductions, and deferral through structured settlements.
Jeremy Babener. 2:15 pm - 2:30 pm ESTThis session covers how settlement agreement language serves as primary evidence for tax treatment and can shift the burden of proof to the IRS. Attendees will learn specific allocation techniques and recommended language structures to protect tax-preferred treatment.
Jeremy Babener. 2:30 pm - 2:45 pm ESTThis session tackles common defendant objections to tax allocations and debunks myths like the ‘50% rule’ for wage characterization. Participants will learn strategies for allocating away from wages and reducing both employment and income tax exposure.
Jeremy Babener. 2:45 pm - 3:00 pm ESTThis session addresses the permanent elimination of miscellaneous itemized deductions and its devastating impact on plaintiff recoveries in taxable cases. Attendees will explore trust-based solutions, qualified settlement funds, and when the legal fee deduction remains available for discrimination cases.
Jeremy Babener.Jeremy advises plaintiffs and plaintiff lawyers on tax strategies at settlement, leveraging experience from the U.S. Treasury’s Office of Tax Policy.
Jeremy advises plaintiffs and plaintiff lawyers on tax strategies at settlement, leveraging experience from the U.S. Treasury’s Office of Tax Policy.
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
