Essentials of Taxation (Online Seminar)

MCLE Credits: 2.0
Ethics Credits Included: 0.0

MCLE Credit: 2.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $149 (Includes a downloadable audio version.)
Viewable Through: 02/28/2021


A pre-recorded streaming video replay of the August 2019 webcast, Essentials of Taxation.

Why Attend?

  • Learn the fundamental terminology and structure of the income tax system
  • Get an overview of the wider world of taxation
  • Recognize when you and your clients need to consult a tax practitioner, whether a CPA or a tax attorney

Taxes are one of the certainties of life, eventually intersecting with virtually every area of the practice of law. For attorneys with little to no background in tax, those intersections can sometimes be perplexing and intimidating. This course will help you become more familiar with the tax landscape.

Topics to be covered include:

  • Fundamental Income Tax Terminology and Structure
    • Gross Income
    • Exclusions and Exemptions
    • Deductions
    • Capital Assets, Basis, Capital Gains and Losses
    • Exchanges
    • Taxable Income
    • Accounting Methods
    • Timing, Recognition, Deferral
    • Rate Structure
  • Overview of the Wider World of Taxation
    • Taxation of Individuals
    • Taxation of Entities—S Corporations, C Corporations, Limited and General Pertnerships, LLCs, Trusts
    • State and Local Taxation—Income Tax, Sales and Use Tax, Business License Tax, Real Property Tax, Personal Property Tax
    • Payroll Taxes—FICA and FUTA and SECA
    • Transfer Taxes—Estate, Gift, Generation Skipping, Inheritance
    • The Future—2020 Election issues
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Mark J. Nelson, Virginia Wills, Trusts & Estates PLC / Charlottesville

Mark J. Nelson recently joined his former colleague and longtime friend, Tom Nolan, at Virginia Wills, Trusts & Estates, PLC. He is a CPA, a divinity school graduate, and an alumnus of the University of Virginia School of Law. After law school, he served as a judicial law clerk for Judge Ralph Nimmons of U.S. District Court for the Middle District of Florida and then returned to Charlottesville in 1994 to practice law. The primary focus of his practice is wills, trusts, and estates, but he also has a robust background in business, tax, and franchise law. He is admitted to practice law in Virginia and Florida and before the U.S. Tax Court.

Neil L. Rose, Willcox & Savage, PC / Virginia Beach

Neil Rose is a former IRS and Treasury Special Honors Attorney. He has over twenty-five years’ experience in the areas of federal and local taxation, estate planning and administration, real estate, and corporate law. He has lectured on corporate tax, real estate tax, Virginia sales and use tax, estate planning, elder law, pension tax, tax exempt organizations, and limited liability company issues for the Tax Section of the American Bar Association, Virginia State Bar, ODU Tax Conference, the Virginia Society of CPAs, and Virginia CLE.

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