Course1

Knowledge is power - financial strategies for women

$50.00
  • Author/Instructor:  Oklahoma Bar Association

The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.     Knowledge is power - financial strategies for women From Simple to Sophisticated: The purpose of the presentation is to discuss ways to maximize retirement plan savings and tax benefits to the partners. Most owners are familiar with 401ks for tax savings. The problem is they are limited in their funding limits. While SEP IRAs allow for larger contributions, they also require contributions for their rank-and-file employees as well. From our experience partners are typically looking for ways to play catch up for retirement while minimizing the amount of taxes they pay.  There are other lesser known options that allow the partners to literally put hundreds of thousands of dollars per year into a plan, thus saving them tens of thousands of dollars in taxes. This seminar is designed to educate the attorneys on how to do both in a way that legally skews the benefits in the partner’s favor. We will also discuss other ways to maximize benefits for partners without violating ERISA guidelines. It will provide the attorneys with 1 CLE credit.     The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Trust Accounting Essentials

$125.00
  • Author/Instructor:  Gina Hendryx and Julie Bays

Trust Accounting Essentials   The need to handle with scrupulous care funds entrusted to a lawyer by a client or third person should be self-evident. Nonetheless, there are cases where practicing lawyers, either inadvertently or intentionally, mishandle trust funds, subjecting clients and third persons to the risk of economic hardship and undermining public confidence in the legal profession. The purpose of this is course is threefold: (1) to describe the rules for handling trust funds and property; (2) to discuss relatively recent changes to the handling of fees and trust transactions; and (3) to provide practical guidance on how to use both print and electronic tools to produce client and general ledgers and to perform proper three-way reconciliation of trust funds accounts.   1:30 p.m.        Rules for Handling Trust Funds and Property Gina Hendryx, OBA General Counsel   2:20  p.m.       Documenting Trust Transactions & Preparing Ledgers – In Print & Electronically (Scenario Completion) Julie Bays, OBA/MAP Practice Managemnet Advisor    3:10 p.m.        Break   3:20 p.m.        Essential Features of Electronic Tools for Trust Fund Accounting Julie Bays, OBA/MAP Practice Managemnet Advisor    4:10 p.m. Adjourn   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 130
    Min.
  • 12/31/24
    Avail. to
  • DETAILS