Course Overview
Attorneys will learn to counsel U.S. citizens, long-term green card holders, and their U.S. beneficiaries through the immigration, income tax, transfer tax, and compliance dimensions of expatriation.
Attorneys will gain practical strategies to navigate renunciation procedures, apply §877A and §2801, structure pre-expatriation gifts and non-grantor trusts, and remediate noncompliance through IRS programs.
Attorneys will learn to counsel U.S. citizens, long-term green card holders, and their U.S. beneficiaries through the immigration, income tax, transfer tax, and compliance dimensions of expatriation.
Attorneys will gain practical strategies to navigate renunciation procedures, apply §877A and §2801, structure pre-expatriation gifts and non-grantor trusts, and remediate noncompliance through IRS programs.
Agenda
Session 1
Citizenship and Resident Status Termination
Session 2
§877A Mark-to-Market Exit Tax
Session 3
§2801 Succession Tax on Covered Gifts and Bequests
Session 4
Compliance and Remediation
1:00 pm - 1:30 pm EST
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
Guide clients through renunciation and relinquishment procedures at U.S. consulates, address Reed Amendment inadmissibility bars, and navigate Form I-407 abandonment plus the eight-of-fifteen-year test for long-term green card holders facing exit tax exposure.
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
1:30 pm - 2:00 pm EST
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
Identify Covered Expatriates under the tax liability, net worth, and certification tests, apply treaty tie-breaker rules, evaluate the four immigration options for long-term residents, and minimize exit tax exposure through targeted pre-expatriation planning strategies.
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
2:10 pm - 2:40 pm EST
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
Apply the 40% succession tax to transfers received by U.S. beneficiaries, distinguish domestic from foreign trust treatment under final regulations, calculate §2801 ratios, and address the rebuttable presumption when expatriates withhold IRS return authorization.
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
2:40 pm - 3:10 pm EST
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
Complete Forms 8854, W-8 CE, and 708 filings alongside dual-status returns, then remediate prior noncompliance through IRS Streamlined Filing, Voluntary Disclosure, and Delinquent Information Submission Procedures to cure delinquencies and avoid six-figure penalties.
Holland & Knight
Trow & Rahal
BDO USA
Hawthorne Global Tax
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.
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.
Holland & Knight
Michael J.A. Karlin is a partner in Holland & Knight’s Century City office, practicing in the firm’s Private Wealth Services and Tax groups. For more than 45 years, he has focused on private client work involving a cross-border element, advising individuals, families, and closely held businesses on tax, estate planning, and business matters spanning multiple jurisdictions. He counsels foreign clients investing or relocating to the U.S. and U.S. clients investing or relocating abroad, with particular emphasis on pre-immigration and expatriation planning and the regulatory and reporting obligations that accompany cross-border activity.
Holland & Knight
Michael J.A. Karlin is a partner in Holland & Knight’s Century City office, practicing in the firm’s Private Wealth Services and Tax groups. For more than 45 years, he has focused on private client work involving a cross-border element, advising individuals, families, and closely held businesses on tax, estate planning, and business matters spanning multiple jurisdictions. He counsels foreign clients investing or relocating to the U.S. and U.S. clients investing or relocating abroad, with particular emphasis on pre-immigration and expatriation planning and the regulatory and reporting obligations that accompany cross-border activity.
Trow & Rahal
Linda Rahal is the Managing Shareholder and CEO of Trow & Rahal, P.C., a boutique firm focused exclusively on immigration and nationality law, where she has practiced since the firm’s founding in 1993. Linda oversees the firm’s business immigration practice, with an emphasis on visas and corporate immigration services for employers; I-9 and compliance matters; global visas; visas for athletes and persons of extraordinary ability; EB-5 and other visa options for investors and entrepreneurs; and citizenship and naturalization. She has built a reputation as a lawyer who goes the distance to deliver winning immigration strategies for both corporate and individual clients.
BDO USA
Rosy Lor is a Principal in BDO USA’s Private Client Services National Tax Office and co-leads the firm’s Private Client Services International Tax Committee. She focuses her practice on cross-border tax matters affecting high-net-worth individuals, with particular emphasis on pre-immigration and expatriation tax planning, cross-border estate and gift tax matters, foreign trusts, tax treaties and other international agreements, and tax controversy.
Hawthorne Global Tax
W. Aaron Hawthorne is the Principal of Hawthorne Global Tax LLC and a trusted advisor to sophisticated, globally active families. For nearly thirty years, he has guided ultra-wealthy U.S. and multi-national families through the resolution of complex financial and tax issues that protect and grow generational wealth. His practice centers on U.S. transfer and income tax matters, with an emphasis on strategic global tax planning designed to appropriately limit overall global tax exposure for U.S. and non-U.S. families across multiple generations — always with careful attention to the family’s goals for themselves and their portfolio companies. Aaron works alongside the full advisory team to help families identify their objectives and chart an efficient path to achieve them, while navigating both current and evolving tax and non-tax risks.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| 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+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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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 |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
June 19, 2026
3 Hour Program
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:
Closed-captioning available
2026-06-19 13:00:00
October 30, 2025
2 Hour Program
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
December 11, 2025
2 Hour Program
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
2025-12-11 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
