Participants will be introduced to approaches to mediation, managing difficult clients, effectively communicating a client’s position to the mediator, positioning a client for resolution, and time management during mediation. Hypotheticals will be presented to illustrate different strategies and techniques.

The session will provide an in-depth look at how the Bipartisan Budget Act (BBA) has transformed partnership audits, including the centralized partnership audit procedures under IRC §§ 6221–6241. Jennifer Black (Citrin Cooperman) and Robert Horwitz (Hochman Salkin Toscher Perez, P.C.) will guide attendees through the key components of a BBA audit—from the designation and powers of the Partnership Representative, to the calculation and modification of imputed underpayments, to the decision-making process between paying at the partnership level versus electing a push-out.

The program will also cover the mechanics and strategy behind Administrative Adjustment Requests (AARs), the strict timing rules and procedural traps, and how tiered partnership structures complicate compliance and reporting. Whether you advise on partnership formation, prepare partnership returns, or represent clients before the IRS, this presentation will deliver essential tools for navigating the BBA regime in practice.

Succession planning for law firms is more than just an exit strategy—it’s about shaping a lasting legacy and ensuring continued success. This program will explore how to align your goals with the right succession structure, whether through a sale, internal transition, merger, or creating a law-related business. It will also cover essential considerations including financing strategies, defining the future role of founders, navigating tax implications, and preparing effective contingency plans.

The Federal Circuit is best known as the nation’s leading patent law court—but it also plays a surprising and growing role in shaping copyright law. This program examines how copyright cases reach the Federal Circuit, often through the inclusion of a now-defunct patent claim and explores the implications of this procedural quirk. Topics include concerns about forum shopping, the court’s perceived bias toward rights holders, and the potential for patent law reasoning to influence copyright doctrine.

Traditional productivity advice often fails ADHD professionals—so what should you do instead?

Annie Little, JD, PCC, ICF Certified Coach, JD Nation, a career and ADHD coach for lawyers, will share helpful strategies for thriving in law firms from identifying the underlying cause(s) of your executive dysfunction to effectively asking for support without disclosing your diagnosis. This session will also discuss the importance of a supportive work environment that not only accepts but also embraces lawyers with ADHD, so that you can recognize when it might be time to pivot–whether by switching firms or using your JD in a different career. While the strategies outlined are must-haves for lawyers with ADHD, they can be used by any lawyer to boost their executive function skills, as well.

When Minor’s Counsel is appointed, many attorneys representing parents are left wondering what happens next. This CLE will cover the essential information Family Law attorneys need to know to navigate cases involving Minor’s Counsel, including their role, responsibilities, scope of work, and control of privilege. Learn when to include Minor’s Counsel in communications, how to manage a limited appointment, and practical strategies for effectively working with them throughout the case.

In this program, Nancy Potter will explore how civil rights laws like Title IX and Section 504 apply in the college setting, with a focus on what attorneys need to know to support students. Nancy will cover how accommodations are handled at the postsecondary level, what to expect in campus disciplinary proceedings (including Title IX investigations), and how to identify when legal support may be necessary. Attorneys will gain practical insight into spotting red flags, protecting student rights, and navigating the often complex world of college policies and procedures.

Financial elder abuse has reached epidemic proportions, fueled by an aging population holding appreciating real estate and substantial investment portfolios. Opportunists—from family members to fiduciaries—are increasingly exploiting vulnerable seniors through undue influence, fraud, and taking advantage of lack of capacity.

In this dynamic program, Stewart Levin, Esq., will share real-world insights from his extensive experience as a trial lawyer handling complex plaintiff-side financial elder abuse cases, often in conjunction with neglect-based claims. Drawing from actual examples, Mr. Levin will highlight wrongful transfers of estates, real property, and financial assets involving forged or manipulated deeds, wills, and trusts, as well as those secured through undue influence, fraud, or lack of capacity. He will identify red flags, outline critical legal strategies, and provide practical tools for effectively prosecuting these cases. This session is a must for any attorney or professional advising older adults or their families.