Attorneys will learn the strategic considerations for choosing between adjustment of status and consular processing pathways to U.S. permanent residency.
Attorneys will gain practical knowledge of tax planning strategies for green card holders who face U.S. taxation on worldwide income.
Attorneys will learn the strategic considerations for choosing between adjustment of status and consular processing pathways to U.S. permanent residency.
Attorneys will gain practical knowledge of tax planning strategies for green card holders who face U.S. taxation on worldwide income.
Agenda
Session 1
Understanding U.S. Immigration Status Categories Overview
Session 2
Pathways to Permanent Residency for Visa Holders
Session 3
Adjustment of Status vs. Consular Processing Strategies
Session 4
Maintaining Residency Status and Naturalization Requirements
Session 5
Break
Session 6
Worldwide Taxation Obligations for Green Card Holders
Session 7
FBAR and FATCA Foreign Asset Reporting Requirements
Session 8
Leveraging Tax Treaties to Avoid Double Taxation
Session 9
Estate Planning and Tax Optimization Strategies Overview
1:00 pm - 1:15 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
This session introduces the foundational immigration status categories in the United States, including citizens, legal permanent residents, non-immigrant visa holders, and asylees. Participants will learn the key rights, limitations, and distinctions between each status type.
Velez & Cipriano, PLLC
Goldstein Jones LLP
1:15 pm - 1:30 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
Explore how non-immigrant visa holders and asylees can transition to legal permanent resident status. This session covers family-based categories, employment-based preferences, diversity visa lottery, and special provisions for asylees.
Velez & Cipriano, PLLC
Goldstein Jones LLP
1:30 pm - 1:45 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
Learn the strategic considerations for choosing between adjustment of status and consular processing when applying for a green card. We’ll examine eligibility requirements, advantages of each pathway, and real-world scenarios to guide decision-making.
Velez & Cipriano, PLLC
Goldstein Jones LLP
1:45 pm - 2:00 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
This session covers the rights and responsibilities of green card holders, including residency requirements and travel restrictions. Participants will also learn about the pathway to naturalization and key eligibility thresholds.
Velez & Cipriano, PLLC
Goldstein Jones LLP
2:00 pm - 2:10 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
A brief intermission allowing participants to refresh before the tax planning portion of the program. Use this time to review notes and prepare questions for the upcoming sessions.
Velez & Cipriano, PLLC
Goldstein Jones LLP
2:10 pm - 2:25 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
Understand how green card holders become subject to U.S. taxation on worldwide income regardless of where it is earned. This session covers when tax obligations begin, dual status considerations, and the expatriation regime under Section 877A.
Velez & Cipriano, PLLC
Goldstein Jones LLP
2:25 pm - 2:40 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
Navigate the complex foreign asset reporting landscape including FBAR and FATCA requirements. Learn about filing thresholds, covered assets, severe penalties for non-compliance, and critical differences in statutes of limitations.
Velez & Cipriano, PLLC
Goldstein Jones LLP
2:40 pm - 2:55 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
Discover how tax treaties allocate taxation rights between countries and provide relief from double taxation. This session covers foreign tax credits, reduced withholding rates, pension treatment, and treaty tiebreaker rules.
Velez & Cipriano, PLLC
Goldstein Jones LLP
2:55 pm - 3:10 pm EST
Velez & Cipriano, PLLC
Goldstein Jones LLP
Learn practical tax optimization strategies including pre-arrival planning, estate and gift tax considerations, and the critical distinction between domiciliary and non-domiciliary status. This session provides actionable tips for minimizing tax exposure while maintaining compliance.
Velez & Cipriano, PLLC
Goldstein Jones LLP
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.
Velez & Cipriano, PLLC
Pablo G. Velez’s practice encompasses all areas of immigration law, with emphasis on business and family immigration. For over fifteen years, he has represented international and domestic businesses, professionals, and individuals in various immigrant and non-immigrant visa matters, as well as refugee and asylum cases.
Velez & Cipriano, PLLC
Pablo G. Velez’s practice encompasses all areas of immigration law, with emphasis on business and family immigration. For over fifteen years, he has represented international and domestic businesses, professionals, and individuals in various immigrant and non-immigrant visa matters, as well as refugee and asylum cases.
Goldstein Jones LLP
Senior tax executive with 40+ years of extensive experience working with U.S. and multinational clients in a variety of industries as a CPA and tax attorney.
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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| 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 |
Why Attend
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
2025-09-05 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
2026-05-08 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
