HomeWebcastCannabis Tax: Significant Regulatory and Compliance Issues
Online CPE Cannabis Tax CLE

Cannabis Tax: Significant Regulatory and Compliance Issues

Live Webcast Date: Thursday, December 05, 2019 from 3:00 pm to 4:30 pm (ET)
Pharmaceutical & Life Sciences CLE & CPETaxation (CPE)Recording

Online CPE Cannabis Tax

Join us for this Knowledge Group Online CPE Cannabis Tax Webinar. As the legalization of cannabis trade in many U.S. states continues, major complexities and challenges faced by the industry have also increased as each state develop its own set of rules for the tax and legal administration of this booming trade. These growing complexities will potentially lead to a heightened risk of civil and criminal risk liability as well as significantly enhanced audit activities by both federal and state authorities.

In this Webcast, Mr. Kark Frederic (Windels Marx) and Ms. Madison Lisotto Whalen (Roetzel & Andress) will provide and present to the audience an in-depth analysis of the fundamentals as well as recent developments in the regulatory framework of cannabis taxes. As experts, they will also present the best practical tips and strategies to avoid noncompliance risks and pitfalls.

Key topics include:                                          

  • Cannabis Industry – Federal and State Tax Policy Issues
  • Risks and Pitfalls
  • Business Structuring Strategies
  • Best Compliance Practices
  • Outlook

Agenda

SEGMENT 1:
Madison Lisotto Whalen, Attorney
Roetzel & Andress

  • Overview of cannabis, and legality under federal and state laws
  • 280E - background and discussion of a few recent tax cases analyzing 280E including Harborside and Northern California Small Business Assistants Inc. v. Commissioner

SEGMENT 2:
Karl P. Frederic
, Partner
Windels Marx

  • Structural Responses
  • Selected State Law Approaches
    • California
    • New Jersey
    • Michigan
    • Colorado

SEGMENT 3:
Madison Lisotto Whalen, Attorney
Roetzel & Andress

Karl P. Frederic, Partner
Windels Marx

  • Financial/Banking Issues (Safe Banking Act)

Who Should Attend

  • Cannabis Attorneys
  • Cannabis Business Owners
  • Tax Attorneys and Consultants
  • Tax Accountants
  • Controllers
  • Enrolled Agents
  • Tax Practitioners and Professionals
  • Tax Compliance Officers
  • Investors in the Cannabis Industry

Online CPE Cannabis Tax

SEGMENT 1:
Madison Lisotto Whalen, Attorney
Roetzel & Andress

  • Overview of cannabis, and legality under federal and state laws
  • 280E - background and discussion of a few recent tax cases analyzing 280E including Harborside and Northern California Small Business Assistants Inc. v. Commissioner

SEGMENT 2:
Karl P. Frederic
, Partner
Windels Marx

  • Structural Responses
  • Selected State Law Approaches
    • California
    • New Jersey
    • Michigan
    • Colorado

SEGMENT 3:
Madison Lisotto Whalen, Attorney
Roetzel & Andress

Karl P. Frederic, Partner
Windels Marx

  • Financial/Banking Issues (Safe Banking Act)

Online CPE Cannabis Tax

Online CPE Cannabis Tax

Karl P. FredericPartnerWindels Marx

Karl Frederic is a Partner in the law firm of Windels Marx Lane & Mittendorf, LLP. He conducts a multi-disciplinary practice focusing on real estate development, leasing, construction and related workout and litigation matters. In his national practice, he has handled transactions across the full spectrum of real estate assets, ranging from retail centers and corporate headquarters to the MetLife Stadium. He has a particular focus on and demonstrated experience in real estate matters involving the pharmaceutical, healthcare and bio-tech industries. He has provided services to global technology firms, pharmaceutical conglomerates, educational institutions and healthcare companies. He also advises clients on acquisitions and the repositioning and expansion of existing developed assets. As the cannabis industry has risen over the past few years, Mr. Frederic has shifted his practice focus to cannabis, applying his experience in life sciences to the needs of this sector. He has developed significant contacts throughout the cannabis industry, representing trade groups, cultivators and CBD start-ups. His full CV is at https://www.windelsmarx.com/attorney_detail.cfm?id=124

Online CPE Cannabis Tax

Madison Lisotto WhalenAttorneyRoetzel & Andress

Ms. Whalen focuses her practice on public law with an emphasis on administrative law, regulatory compliance, and government relations, creating comprehensive strategies to help clients achieve their government affairs and business goals. She helps clients navigate the emerging and complex cannabis industry, advising clients in all industry facets including cultivation, processing, and dispensing. She has prepared multiple competitive state license applications and counsels clients once operational, including ensuring regulatory compliance and working directly with legislators, regulators, and administrative entities. In addition, she established and represents a trade association of Ohio medical marijuana license holders before state regulators and the state legislature and has defended against state tax audits and controversies before the Ohio Department of Taxation.


Click Here to Read Additional Material

Online CPE Cannabis Tax

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

Prerequisite:
   General knowledge of tax laws

Course Code:
   148371

NY Category of CLE Credit:
   Areas of Professional Practice

Total Credits:
    1.5 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Windels Marx is a full service law firm headquartered in New York City, with offices in New Brunswick and Madison, New Jersey, and Stamford, Connecticut. The Firm has approximately 135 attorneys and provides services in more than 20 practice areas, the largest of which by volume of business are financial transactions, real estate, litigation, and bankruptcy. The Firm serves a myriad of domestic and foreign clients, including banks and finance companies, insurance companies, manufacturers, non-profit entities, and government sponsored enterprises. Industry benchmarking surveys frequently cite Windels Marx and its lawyers, including (but not limited to): The Real Deal "6th largest real estate law firm in New York"; The New York Law Journal's "NYLJ 100: Largest Private Law Offices"; Best Lawyers; Best Law Firms; Forbes Legal Black Book; NJBiz's "Top Law Firms in New Jersey"; New Jersey Law Journal's annual ranking of NJ law firms; and SuperLawyers, among many others.

Website: https://www.windelsmarx.com/

Roetzel is a full-service law firm with offices located throughout Ohio, Florida, and Chicago. The firm provides comprehensive legal services to national and international corporations, closely held and family-run businesses, institutions, organizations and individuals. Since 1876, Roetzel has been guided by the core values of innovation, client service, integrity, and excellence in practice.

Website: https://www.ralaw.com/

Karl Frederic is a Partner in the law firm of Windels Marx Lane & Mittendorf, LLP. He conducts a multi-disciplinary practice focusing on real estate development, leasing, construction and related workout and litigation matters. In his national practice, he has handled transactions across the full spectrum of real estate assets, ranging from retail centers and corporate headquarters to the MetLife Stadium. He has a particular focus on and demonstrated experience in real estate matters involving the pharmaceutical, healthcare and bio-tech industries. He has provided services to global technology firms, pharmaceutical conglomerates, educational institutions and healthcare companies. He also advises clients on acquisitions and the repositioning and expansion of existing developed assets. As the cannabis industry has risen over the past few years, Mr. Frederic has shifted his practice focus to cannabis, applying his experience in life sciences to the needs of this sector. He has developed significant contacts throughout the cannabis industry, representing trade groups, cultivators and CBD start-ups. His full CV is at https://www.windelsmarx.com/attorney_detail.cfm?id=124

Ms. Whalen focuses her practice on public law with an emphasis on administrative law, regulatory compliance, and government relations, creating comprehensive strategies to help clients achieve their government affairs and business goals. She helps clients navigate the emerging and complex cannabis industry, advising clients in all industry facets including cultivation, processing, and dispensing. She has prepared multiple competitive state license applications and counsels clients once operational, including ensuring regulatory compliance and working directly with legislators, regulators, and administrative entities. In addition, she established and represents a trade association of Ohio medical marijuana license holders before state regulators and the state legislature and has defended against state tax audits and controversies before the Ohio Department of Taxation.

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