Sunday, March 1, 2015

Fighting Bribery & Corruption - March 3, 2015



Together in Arms: Lawyers and Forensic Accountants Fight Bribery and Corruption

Sponsored by the New York Law Journal and KPMG LLP

Anti-bribery and corruption remain a major risk and concern for multi-national corporations and the focus of continuing DOJ and SEC investigations. Whether conducting risk assessments, due diligence or investigations, or monitoring the effectiveness of ABC compliance programs, when lawyers and forensic accountants team up, they create a powerful alliance that can help client organizations with their anti-bribery and corruption-related matters.

We are pleased to invite you to participate in this webinar where we will discuss, among other things:
• The unique and technical capabilities that forensic accountants bring to the table
• How accounting and control environments are key to assessing the risks of bribery and conducting FCPA investigations
• The importance of data analytics when identifying risks and developing investigative or due diligence procedures
• The challenges companies face around third-party risk management and integrity due diligence as a critical element of an effective compliance program

FREE!

Total Credits:  1.00 unit

March 3, 2015, 11:00 AM to 12:00 PM PST

For further information see:
https://event.on24.com/eventRegistration/EventLobbyServlet?target=registration.jsp&eventid=943562&sessionid=1&key=1FEABF9750210479F86CB057118E6E21&src=EMC-Email&cn=KPMGwebinar3.3&bu=NYLJ&pt=&et=promotion&sourcepage=register

Effective Written Advocacy - 3-1/2 units - March 5, 2015



Representing the Pro Bono Client: Effective Written Advocacy 2015

Sponsored by Practising Law Institute

Why You Should Attend

This program will teach new attorneys and seasoned professionals effective writing techniques to assist pro bono clients with a variety of legal issues.  Learn the tools to draft concise complaints, declarations and briefs to help your assert their legal rights and win their cases.

 What You Will Learn
  • Drafting Effective Briefs
  • Preparing Witness Declarations
  • Crafting Complaints
Speakers:
Robert P. Capistrano ~ Staff Attorney, Bay Area Legal Aid
Jocelyn Larkin ~ Executive Director, The Impact Fund

FREE!

Total CLE Credits:  3.50

March 5, 2015, 9:00 am to 12:45 am

For further information see:
http://www.pli.edu/Content/Seminar/Representing_the_Pro_Bono_Client_Effective/_/N-4kZ1z12a10?ID=223099&tab=0&t=PHP5_8AEM1&utm_source=8AEM1&utm_medium=EMAIL&utm_campaign=PHP5



Getting into Trouble with Technology - March 10, 2015


Top 8 Things You Can Do to Get Yourself in Trouble with Technology

Sponsored by the TASA Group Inc. - California MCLE provider number 15439

Jennifer Ellis is an attorney with the firm of Lowenthal & Abrams where she practices legal malpractice and ethics. She also manages the firm’s online presence. Jennifer is a frequent author and speaker and is recognized nationally for her knowledge on legal ethics. She speaks and writes on issues including social media, legal ethics, and technology for law firms.

Jennifer wrote the book, WordPress in One Hour for Lawyers and the chapter on social media for both the 2013 & 2014 American Bar Association Solo and Small Firm Legal Technology Guide. Jennifer also serves as a law practice management consultant, where she helps attorneys improve the efficiency of their practices and assists with websites on marketing.


FREE!

Total CLE Credit:  1.00 unit
 

March 10, 2015, 11:00 am to 12:00 pm

For further information see:
https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&eventid=937705&sessionid=1&key=661950BF51F93E6C8DAC483DE635D3F0&sourcepage=register

Service of Process - March 10, 2015


Who is at the Door? Successfully Serving Summonses and Subpoenas

Sponsored by the  OneLegal Online Court Services

This one hour course focuses on California service of process statutes and process serving methodology. 

You'll learn:
  • The definition of service of process
  • How most California process servers operate
  • Basic requirements for legal process service
  • Methods of service
  • Most common legal documents served.
This overview will help not only the legal secretary or legal assistant, but attorneys too.

FREE!

Total Credits:  1.00 unit

March 10, 2015, 10:00 AM - 11:00 AM PDT

For further information see:
http://community.onelegal.com/California-Continuing-Legal-Education-Service-of-Process-California-Process-Servers-Subpoena/


Court Filing in CA - March 12, 2015


Using Onelegal Court Filing Products

Sponsored by the  OneLegal Online Court Services

This presentation focuses on the utilization of our traditional court filing and process serving products, court research and retrieval and courtesy copy delivery.

You'll learn:
  • How to submit orders online.
  • What additional information you should provide in your process serving orders.
  • Why you should use us for your federal court eFiling courtesy copies.
  • Which courts provide online registers for searching court records.
We'll give you all the tools you need so you can submit your orders more quickly and efficiently.

FREE!

Total Credits:  1.00 unit

March 12, 2015, 12:00 PM - 1:00 PM PDT

For further information see:
http://community.onelegal.com/court-filing-process-serving-document-retrieval-courtesy-copy-tools-of-the-trade/

Online Feedback Responses - Ethics - March 12, 2015



Someone Online Hates You: Ethical Responses to Negative Online Feedback

Sponsored by Avvo Ignite

Discuss ways to help lawyers and law firms get comfortable with the rapid proliferation of online feedback and the most effective – and ethical – ways to respond.

Lawyers who attend this webinar will learn about:
  • The spread of online feedback via social media and review sites, and the importance of this trend to professional services and reputation
  • Why suing for defamation is the technique of last resort
  • Avoid violating the ethics rules around misleading advertising and attorney-client confidences when responding to online feedback

FREE!

Total Credits:  1.00 unit Ethics

March 12, 2015, 10:00 AM - 11:00 AM PDT

For further information see:
https://goto.webcasts.com/starthere.jsp?ei=1050209

Limited Scope Representation - 3-1/4 units - March 18, 2015


Expanding Your Practice Using Limited Scope Representation 2015

Sponsored by Practising Law Institute

Why You Should Attend

This program will provide an introduction to the rapidly changing practice of limited scope representation (often called “unbundling”) in a family law context, including all of the fee agreements, forms and other materials you will need to practice limited scope representation competently, safely and profitably.

What You Will Learn
  • The ethical rules governing limited scope representation
  • How to limit risk, including malpractice and insurance coverage issues
  • How to identify the cases which lend themselves to limited scope representation
  • How to reach a currently untapped pool of paying clients
  • How to market your limited scope practice
  • How to use limited scope to expand pro bono recruitment, lawyer for a day programs, and stretch legal services budgets farther
Who Should Attend

Solo and small firm family lawyers who serve middle class and moderate income clients, any family lawyer who wants to expand their client and referral base, and pro bono recruiters and legal services providers who want to learn how to help more clients with limited funding would benefit from attending this program.
 
Moderator: 
Liliana K. Vaamonde ~ Training Director, Civil Practice, The Legal Aid Society
Program Attorney:
Janet L. Siegel ~ Program Attorney, Practising Law Institute

FREE!

Total CLE Credits:  3.25
  Ethics:  0.50
  General:  2.75
 

March 18, 2015, 11:00 am to 2:30 pm

For further information see:

http://www.pli.edu/Content/Seminar/Limited_Scope_Representation_2015_Ethical/_/N-4kZ1z12985?ID=224051&t=LHE5_8AEM1&utm_source=8AEM1&utm_medium=EMAIL&utm_campaign=LHE5

Medical Cost Damages - March 19, 2015


The Life Care Planner as Expert Witness: Whom Do You Trust?

Sponsored by the TASA Group Inc. - California MCLE provider number 15439

Wendie A. Howland MN RN-BC CRRN CCM CNLCP LNCC is a medical cost damages testifying expert in life care planning, offering expert life care plans for plaintiffs and expert critiques of plaintiff plans for defense. In addition to her private life care planning practice, Howland Health Consulting, she is the editor for the Journal of Nurse Life Care Planning and develops the core curriculum for the American Association of Nurse Life Care Planners (AANLCP). She earned a Bachelor's Degree in Nursing from Boston University and a Master's Degree in Physiological Nursing/Critical Care from the University of Washington. Ms. Howland holds national certifications in rehabilitation, case management, life care planning, and legal nurse consulting.


FREE!

Total CLE Credit:  1.00 unit
 

March 19, 2015, 11:00 am to 12:00 pm

For further information see:
https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&eventid=942862&sessionid=1&key=F3ECADC90E6654F114BBEC15E7F7CCDB&sourcepage=register

Substance Abuse - Live in SF - 1-1/2 units - March 26, 2014



Substance Abuse in the Legal Profession: Prevention, Detection, and Treatment

Sponsored by the AIDS Legal Referral Panel

In this presentation, David Mann provides a review of the brain chemistry of addiction and alcoholism, as well as a discussion of the behavioral and health consequences of the disease. Insights are offered into the personality traits of attorneys and the qualities of the legal profession that combine to make lawyers significantly more susceptible to addiction, and more difficult to treat, than the general population.

The presentation includes a case study of an addict attorney, as well as a self-diagnosis exercise for attorneys to utilize if they are concerned that they may have a problem which needs to be addressed. Concluding remarks are directed towards both systemic and individual solutions to the problem, with references to specific strategies and resources available to attorneys. Mr. Mann approaches this very serious topic in a manner that incorporates humor and irony and invites attorneys to engage in a bit of sometimes much-needed self-reflection.

All active ALRP Panel Attorneys and associates at partner pro bono law firms are welcome to attend any of ALRP’s free MCLE trainings. Attorneys who are not currently members of the Panel are requested to join our Panel and accept two ALRP referrals in the next year.

Pre-registration is required to attend.

Speaker:
David Mann – Northern California Consultant to The Other Bar, a graduate of Ohio State University and Stanford Law School. He served as a Deputy Public Defender in San Francisco before becoming a solo criminal defense practitioner.

FREE!

Total Credits:  1.50 units Substance Abuse

March 26, 2015, 5:30pm - 7:00pm


Location:
San Francisco Bar Association Board Room
301 Battery Street, 3rd Floor
San Francisco, CA

For further information see:
http://www.alrp.org/events/mcle-training-substance-abuse-in-the-legal-profession

Social Media for Non-Profits - 3-1/4 - March 31, 2015

 
Social Media for Non-Profit and Public Interest Organizations 2015

Sponsored by Practising Law Institute

Why You Should Attend
With the growing focus on social media in the legal profession, smart non-profits and public interest organizations are cultivating a robust social media presence.  Learn how to stay on the forefront of this new technology and harness the potential of social media to grow your network of supporters and expand your organization’s footprint.  We’ll discuss what tools are working for non-profits, how to develop your organization’s voice and content strategy, and how to establish and support a social media policy and management plan across your program.

What You Will Learn
Drawing on the latest research, trends and case studies of non-profits in the legal sector, we’ll explore how social media and networking tools can be used to grow your organization’s online presence, and in turn, attract more supporters and volunteers and reach more beneficiaries.  By the end of this seminar attendees will be familiar with:
  • Common social media tools and how to choose the right ones for your program
  • How to develop an effective and sustainable content strategy
  • Approaches to developing and honing your organization's "voice"
  • How to engage with and respond to diverse constituencies online 
  • How to develop and maintain a social media policy and management plan   
  • Professional and ethical considerations for using social media  
  • How to define and measure your social media impact
 Moderator:
Liz Keith ~ LawHelp Program Manager, Pro Bono Net
Speakers:
Xander Karsten ~ LawHelp Program Coordinator, Pro Bono Net
Julia R. Wilson ~ Executive Director, OneJustice

FREE!

Total CLE Credits:  3.25
  Ethics:  0.50
  General:  2.75
 

March 31, 2015, 9:00 am to 12:30 pm

For further information see:
http://www.pli.edu/Content/Seminar/Social_Media_for_Non_Profit_and_Public_Interest/_/N-4kZ1z12a0w?ID=223111&t=LHE5_8AEM1&utm_source=8AEM1&utm_medium=EMAIL&utm_campaign=LHE5



Compliance and Ethics Workshop - On Demand - Expires 11/18/15


Sponsored by Practising Law Institute


Taken from the Web Program Advanced Compliance and Ethics Workshop 2013 r
Recorded November, 2013 in San Francisco..

Item# 54775 
Enhancing Helpline and Reporting Procedures and Conducting Investigations 
  • Helpline and investigation protocols
  • Communicating with employees about helplines and investigations
  • Responding to Dodd-Frank’s whistleblower provisions
  • Best practices in handling investigations
  • Legal and ethical concerns
  • The Investigations Process at Altria (August 2013) - Mike Walton
  • Selected Articles on Ethics and Culture from the Conflict of Interest Blog -Jeffrey M. Kaplan
  • How to Conduct Investigations (August 26, 2013) - Bart M. Schwartz
  • Enhancing Helpline & Reporting Procedures and Conducting Investigations -David C. Farrell, Frank Lopez, James M. Lord
  • Enhancing Helpline and Reporting Procedures and Conducting Investigations -Frank Lopez
FREE!

CLE Credit: 1.00 unit  Expires 11/18/15

For further information see:

http://www.pli.edu/Content/OnDemand/Enhancing_Helpline_and_Reporting_Procedures/_/N-4nZ1z12okq?ID=207661&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4


Deposition Skills – On Demand - 1-3/4 - Expires 1/21/16



Advanced Deposition Tools, Skills and Challenges for the Modern Age

Sponsored by Practising Law Institute

What you will learn:

How to handle the unexpected in a deposition
Advanced use of Rule 30(b)(6) depositions, including:
The scope of the deposition and the binding nature of the testimony
Properly eliciting admissible testimony
Best ways to handle witnesses who take the Fifth Amendment - asking the right questions to secure or preclude a negative inference
Speaking objections
How to handle the most challenging witnesses
Innovative uses of technology in the deposition room

Speakers:

Richard T. Marooney ~ King & Spalding LLP
Todd B. Marcus ~ Bingham McCutchen LLP
Susan F. DiCicco ~ Bingham McCutchen LLP

FREE!

CLE Credit: 1.75 units

On Demand - Expires 1/21/16

Online

For more information follow the link below:


http://www.pli.edu/Content/OnDemand/Advanced_Deposition_Tools_Skills_and_Challenges/_/N-4nZ1z12eyo?ID=214160&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4


Preparing a Trial Witness - 1-1/4 -On Demand - Expires 3/11/16



Preparing the Witness, Defending the Deposition, and Understanding Client Expectations 

Taken from the Web Program Recorded March 11, 2014



Sponsored by the Practising Law Institute

Item# 56554

Lecture Topics
-

  • Preparing fact and 30(b)(6) witnesses
  • Dealing with difficult witnesses and adversaries
  • How and when to “cross-examine” your own witness
  • Considerations for a videotaped deposition
  • How to prepare for the unexpected
  • Understanding your client’s concerns

FREE!

CLE Credit: 1.25 units

On Demand – expires 3/11/16

Online

For more information follow the link below:



http://www.pli.edu/Content/OnDemand/Preparing_the_Witness_Defending_the_Deposition/_/N-4nZ1z12exs?ID=216933&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4

Effective Written Advocacy - 3-1/2 units - On Demand - Expires 4/17/16



Representing the Pro Bono Client: Effective Written Advocacy 

Sponsored by Practising Law Institute

Item# 49819


This program will teach new attorneys and seasoned professionals effective writing techniques to assist pro bono clients with a variety of legal issues. Learn the tools to draft concise complaints, declarations and briefs to help your pro bono clients assert their legal rights and win their cases!

Lecture Topics 

  • Program Overview and Introductions
  •  Robert P. Capistrano, Jocelyn Larkin
  • The Good Brief 
  • Robert P. Capistrano, Jocelyn Larkin
  • Complaint Drafting 
  • Robert P. Capistrano, Jocelyn Larkin
  • Effective Declarations 
  • Robert P. Capistrano, Jocelyn Larkin

FREE!

CLE Credit: 3.50 units

On Demand - Expires 4/17/16

For further information see:


http://www.pli.edu/Content/OnDemand/Representing_the_Pro_Bono_Client_Effective/_/N-4nZ1z12f6o?t=LHE5_8AEM1&utm_campaign=LHE5&utm_medium=EMAIL&utm_source=8AEM1&ID=173589


Legal Ethics and the Cloud - Ethics - On Demand – expires 6/09/16



Legal Ethics and the Cloud

Sponsored by the Practising Law Institute


Item# 59625

Taken from the Web Program Cloud Computing 2014: Key Issues and Practical Guidance recorded June, 2014

Matters discussed:


  • Ethical duty of technological competence
  • Client confidentiality and security
  • Due diligence and supervision of cloud providers
  • E-discovery concerns in the cloud
This segment includes the following article from the Course Handbook available online:

  • Legal Ethics and the Cloud
    Devika Kewalramani
  • Legal Ethics and Cloud Computing
    Merri A. Baldwin
FREE!

CLE Credit: 1.00 unit Ethics

On Demand – expires 6/09/16

Online

For more information follow the link below:


http://www.pli.edu/Content/OnDemand/Legal_Ethics_and_the_Cloud/_/N-4nZ1z12f7v?ID=226613&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4



Internet Litigation Alternatives - 1-1/2 - On Demand – Expires 7/01/16


Litigation Alternatives and Hot Topics in the U.S. and Abroad

Sponsored by the Practising Law Institute


Item# 60216

Taken from the Web Program Fundamentals of Trademark Law in the Global Marketplace 2014 recorded July, 2014

Lecture Topics:


  • Practice tips relating to opposition and cancellation proceedings and the Uniform Domain-Name Dispute Resolution Policy (UDRP)
  • Keyword advertising: Who can do what?
  • Secondary liability of search engines, advertisers and hosting services on the Internet
  • Social networking and implications for trademark law
  • Recent case law in the U.S. and hot issues in international trademark law

FREE!

CLE Credit: 1.50 units

On Demand – expires 7/01/16

Online

For more information follow the link below:

http://www.pli.edu/Content/OnDemand/Litigation_Alternatives_and_Hot_Topics_in/_/N-4nZ1z12f1g?ID=228878&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4




Law Department Challenges - On Demand - Expieres 10/07/16


Law Department Challenges - "Driving Efficiency and Effectiveness"


Sponsored by the Practising Law Institute


Item# 61718

Taken from the Web Program Corporate Counsel Institute 2014 recorded October, 2014 

You will learn about:

  • The optimum in-house legal team
  • Value of a diverse team in addressing legal issues
  • Legal structures – what is right for your company
  • Effective use of in-house paralegals and other professionals
  • The balance and effective addition of external counsel to augment the team
  • Interacting with and compensation of outside counsel
  • Building relationships with internal clients to further the value of the legal department
Speakers: 
Thomas M. Moriarty (Moderator)
Steve Falk, Enu Mainigi
 

FREE!

CLE Credit: 1.00 unit

On Demand – expires 10/07/16

Online

For more information follow the link below:

http://www.pli.edu/Content/OnDemand/Law_Department_Challenges_Driving_Efficiency/_/N-4nZ1z12f72?ID=238675&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4


From Legal to Business Advisor - On Demand – expires 10/07/16


Legal as a "Strategic" Asset for Your Business

Sponsored by the Practising Law Institute


Item# 61716

Taken from the Web Program Corporate Counsel Institute 2014 recorded October, 2014 

Matters discussed:

  • The transition from legal advisor to business advisor - how to make it most effective from a business and legal perspective
  • How to develop legal strategies that support the business
  • Skills and attributes necessary to be an effective strategic attorney and how to obtain/develop/find them
  • Value to be added in the regulatory, legislative, contracting and litigation processes
  • The evolving role of “chief ethics officer” – or not – or as a “guardian” in the world of Enterprise Risk Management and desire for aggressive legal strategies and the legal risks it may create for in-house counsel

Moderator:
Mark Roellig 

Speakers:
Constance E. Bagley, Jane C. Sherburne
FREE!

CLE Credit: 1.00 unit

On Demand – expires 10/07/16

Online

For more information follow the link below:


http://www.pli.edu/Content/OnDemand/Legal_as_a_Strategic_Asset_for_Your_Business/_/N-4nZ1z12f72?ID=238673&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4

Internet Apps and Social Games - 1-1/2 units - On Demand - Expires 11/06/16

 
Internet App and Social Games Issues: EULAS, TOS, Privacy Policies
Sponsored by Practising Law Institute

Item# 125567


Taken from the Web Program Representing the Games Industry Client 2014 recorded October, 2014 in San Francisco.
Speakers ;
James Alan Cook, Dona J. Fraser

Lecture Topics: 
  • New COPPA Safe Harbors and FTC-approved consent mechanisms
  • EULA/TOS and Privacy Policy update - what should be there and why
  • International briefing: the EU Directive/US-EU Safe Harbor; new privacy laws in Brazil and Canada
  • Achieving regulatory and legal compliance for your mobile app
  • Internet App and Social Games Issues: 

FREE!

CLE Credit: 1.50 units

On Demand - Expires 11/06/16

For further information see:


http://www.pli.edu/Content/OnDemand/Internet_App_and_Social_Games_Issues_EULAS/_/N-4nZ1z12f70?ID=241666&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4

Dodd-Frank Update - On Demand - Expires 11/09/16


Update from the Institute on Securities Regulation Division of Corporation Finance 

Sponsored by Practising Law Institute


Item# 128098


Lecture Topics: 



Taken from the Web Program 46th Annual Institute on Securities Regulation recorded November, 2014 

Update from the Division of Corporation Finance

  • Update on Dodd-Frank Act and JOBS Act rule-makings
  • JOBS Act rule-making
  • The disclosure effectiveness project
  • New interpretive positions and other Division developments
Moderator: David B.H. Martin 

Speakers: Keith F. Higgins, Karen J. Garnett, Elizabeth M. Murphy,David Fredrickson


FREE!

CLE Credit: 1.00 unit

On Demand - Expires 11/09/16

For further information see:


http://www.pli.edu/Content/OnDemand/Update_from_the_Division_of_Corporation_Finance/_/N-4nZ1z12fak?ID=244011&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4

Defamation - On Demand - Expires 11/16/16

Defamation

Sponsored by Practising Law Institute

Item# 128895

Taken from the the Web Program Communications Law in the Digital Age 2014 recorded November, 2014

Update:

  • What has “The Dirty” done to Section 230 immunity?
  • Where do the federal courts stand on the application of Anti-SLAPP statutes?
  • Has England’s new Defamation Act had an impact on libel tourism?
  • What is the legal effect of a disclaimer in a case of libel by implication?
  • How well does traditional libel law apply to the internet?
  • Is it time to rethink the republication doctrine and some other basic principles of libel law?
  • Where do the Texas courts stand on substantial truth?


Speaker: Kevin T. Baine
Moderator: Lee Levine
Panel: Hon. Robert D. Sack, Barbara W. Wall, Thomas D. Yannucci
FREE!

CLE Credit: 1.00 unit

On Demand - Expires 11/01616

For further information see:

http://www.pli.edu/Content/OnDemand/Defamation/_/N-4nZ1z12f17?ID=245017&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4

Financial Products - On Demand – Expires1/19/17



Tax Controversy in the Financial Products Arena

Sponsored by the Practising Law Institute


Item# 135323

Taken from the Web Program Taxation of Financial Products & Transactions 2015 recorded January, 2015


You will learn about:

  • The latest occurrences in the debt-equity context
  • How to deal with appeals
  • Cutting edge issues in financial products tax controversy 
Speakers:

Raj Madan ~ Skadden, Arps, Slate, Meagher & Flom LLP
Mark S Perwien ~ Senior Advisor to the Industry Director (Financial Products); , Internal Revenue Service
Miriam L Fisher ~ Latham & Watkins LLP

 
FREE!

CLE Credit: 1.00 unit

On Demand - Expires 1/19/17

Online

For more information follow the link below:

http://www.pli.edu/Content/OnDemand/Tax_Controversy_in_the_Financial_Products/_/N-4nZ1z12a28?ID=249037&t=NGZ4_SMBR9&utm_source=SMBR9&utm_medium=EMAIL&utm_campaign=NGZ4