Tax Immersion Seminar: MCLE Fundraiser Series (*): Available December 24th, 2025 - December 24th, 2026

Concurrent Agenda| On Demand-Pre-Recorded| Access Link in Footer

Session I

• Topic #1: Real Property & Its Taxation: MCLE | Law & Legal Proc 2.0 credits

• Topic #2: Small Business Workshop: MCLE | Law & Legal Proc 2.0 credits

• Topic #3: Worker Classification & Its Tax Treatment: MCLE | Law & Legal 2.0 credits

• Topic #4: Nonprofit Classification & Taxation: MCLE | Law & Legal Proc 1.5 credits

Session II

• Topic #5: Foreign Persons & Its Tax Treatment: MCLE | Law & Legal Proc 1.5 credits

• Topic #6: FBAR (Foreign Bank and Financial Accounts) Reporting: MCLE| Law & Legal Proc 2.0 cr

Session III

• Topic #7: Retirement Plans & Its Tax Impact: MCLE| Law & Legal Proc 2.0 credits

• Topic #8: Personal Income Tax Update: MCLE| Law & Legal Proc 1.5 credits

Session IV

• Topic #9: IRS Letters & LITC (Low-Income Tax Clinics): MCLE| Law & Legal Proc 1.5 credits

• Topic #10: Multilingual Barriers & Legal Ethics: MCLE| Equity 1.5 credits

• Topic #11: Tax Prep Pitfalls for Seniors and Immigrants & Ethical & Equity Considerations: MCLE| Equity 1.5 credits

• Topic #12: Building a Purpose-Driven Practice Through Pro-Bono Service: MCLE| Law & Legal 1.0credits/Other-Professional Development 0.50 credit‍ ‍

MCLE Tax Immersion Seminar (*): Live: August 12th, 2026

Agenda

• Topic #1: Estate Tax Planning & Taxation (MCLE 2.0 cr): 10:00am - 12:00pm

• Topic #2: Qualified Domestic Trust (QDOT) & Its Taxation (MCLE 2.0 cr): 1:00pm - 3:00pm

• Topic #3: Elements of a Business Plan (MCLE 1.5 cr): 3:00pm - 4:30pm ‍

Tax Immersion Seminar: MCLE Summer-Fall Series (^): Available August 19th, 2026 - November 18, 2026

Concurrent Agenda| On Demand-Pre-Recorded| Access Link in Footer

Session I

• Topic #1: Separated, Married Living Apart, Divorced, Common-Law Marriage & It’s Tax Treatment: MCLE | Law & Legal Proc 2.0 credits

• Topic #2: Child & Dependent Care Tax Credits for Summer Camps, Federal Scholarship Tax Credits for K-12th: MCLE | Law & Legal Proc 2.0 credits

• Topic #3: Lawsuits & Settlements Recoveries by Individuals: MCLE | Law & Legal 2.0 credits

• Topic #4: Medicare, Long-term Care, & Medical Expense Deductibility: MCLE | Law & Legal Proc 1.5 credits

Session II

• Topic #5: ITIN Processing: MCLE | Law & Legal Proc 1.5 credits

• Topic #6: FBAR (Foreign Bank and Financial Accounts) Reporting: MCLE| Law & Legal Proc 2.0 credits

Session III

• Topic #7: Accumulated Earnings Tax: MCLE| Law & Legal Proc 2.0 credits

• Topic #8: Reasonable Compensation & Corporate Officers: MCLE| Law & Legal Proc 1.5 credits

• Topic #9: LLC Treated as a Corporation & Its Tax Compliance & Reporting Requirements: MCLE| Law & Legal Proc 2.0 credits

Session IV

• Topic #10: Hiring Incentives After 2025: What Employers & Community Partners Need to Know: MCLE| Law & Legal Proc 1.5 credits

• Topic #11: Scholarship Granting Organization (SGO) Readiness, Compliance & Reporting — IRC §25F MCLE| Law & Legal Proc 1.5 credits

• Topic #11: 21st Century Road to Housing Bill Act— What the Act Actually Does: MCLE| Equity 1.5 credits

Disclaimer: The resources referenced by the Internal Revenue Service, per IRS, “is based on law and guidance available as of the date of original publication. Subsequent legislation, including the One Big Beautiful Bill Act of 2025, may introduced changes not reflected in this content. To ensure you have the most current information for your circumstances, we encourage you to consult the most recent IRS guidance or a qualified tax professional.” irs.gov

MCLE Tax Immersion Seminar (*): Live: January 20th, 2027

Agenda

• Topic #1: Personal Income Tax Update: MCLE| Law & Legal Proc 1.5 credits: 10:00am - 12:00pm

• Topic #2: Retirement Plans & Its Tax Impact: MCLE| Law & Legal Proc 2.0 credits: 1:00pm - 3:00pm

• Topic #3: Foreign Persons & Its Tax Treatment: MCLE | Law & Legal Proc 1.5 credits: 3:00pm - 4:30pm

Disclaimer: The resources referenced by the Internal Revenue Service, per IRS, “is based on law and guidance available as of the date of original publication. Subsequent legislation, including the One Big Beautiful Bill Act of 2025, may introduced changes not reflected in this content. To ensure you have the most current information for your circumstances, we encourage you to consult the most recent IRS guidance or a qualified tax professional.” irs.gov