Temporada 2
Puerto Rico’s tax incentives continue to attract entrepreneurs, investors, fund managers, crypto taxpayers, and service businesses – but the rules are often misunderstood and have been subject to waves of scrutiny and enforcement attention. This program will provide a practical overview of the Puerto Rico tax regime and its interaction with U.S. federal tax law. Topics will include the history and expansion of Puerto Rico’s incentives, key federal tax rules for bona fide residents and Puerto Rico-source income, relevant international and crypto tax issues, Act 60 and related Puerto Rico incentives, recent IRS examination and investigation trends, and practical guidance for taxpayers and advisors. The program is designed for tax attorneys, CPAs, and other professionals advising clients on Puerto Rico residency, incentive decrees, investment income, or digital assets. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
YouTube has moved well beyond its origins as a passive distribution platform. With the rollout of Creator Partnerships at the 2026 NewFront, the platform now facilitates creator discovery, sponsorship arrangements, and advertiser engagement directly, raising significant legal questions for attorneys who represent creators, brands, and media businesses. Nyanza Shaw, Shaw Esquire, examines how this structural shift affects contracting and rights allocation, data access and bargaining power, transparency and disclosure obligations, platform accountability, and IP ownership in the evolving creator economy. Attendees will leave with a sharper understanding of how to advise clients navigating commercial relationships on and around the platform Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
Traditional software agreements often fail to account for the distinct IP risks inherent in deploying or developing AI systems. Matt Kohel of Saul Ewing LLP examines what those gaps look like in practice and how to close them. The program covers the IP provisions that matter most when a company is deploying an existing AI solution or building a customized one using its own data, including ownership of inputs and outputs, limits on training data rights, and how model customization complicates the ownership picture. Kohel also addresses what happens when the engagement ends, including contractual requirements for the secure destruction of customized models and any associated data libraries. Designed for attorneys advising businesses adopting or building AI systems, this program delivers practical guidance for drafting clear, enforceable agreements that protect client data and resolve ownership disputes before they arise. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
Attorneys are trained to control external outcomes, but a less examined drain on performance is the internal reaction that follows when things go wrong. Frustration over an associate's error, resistance to a shifting deadline, or self-critique after a difficult deposition can consume far more energy than the triggering event itself. This program examines how internal friction quietly degrades judgment, analytical precision, and client communication, and introduces a practical five-step framework for reducing it. Tanyee Cheung, Finn Dixon & Herling LLP, presents the LET GO approach: a real-time process for separating facts from narrative, interrupting automatic escalation, and returning to clear, grounded action. Attendees leave with a concrete tool they can apply immediately, whether in a negotiation, a supervisory conversation, or moments of high-stakes self-pressure. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
California's Davis-Stirling Act governs nearly every aspect of HOA life, yet many attorneys encounter its provisions piecemeal rather than as a coherent whole. Michael B. Kushner of MBK Chapman surveys the statute from the ground up, covering elections, member discipline, architectural guidelines, finances, and maintenance and repair obligations. The program then drills into the areas attorneys encounter most often in practice: homeowner access to HOA documents, annual disclosure and financial reporting requirements, and the hierarchy of governing documents under Civil Code 4205. Attendees will leave with a clear, statute-based framework for understanding how the Davis-Stirling Act structures HOA authority and where boards most frequently exceed it.
Clergy spend their careers untangling human conflict, often long before a dispute reaches a courtroom or a negotiating table. This program brings a rabbi and a pastoral counselor together to discuss how faith traditions handle anger, betrayal, reconciliation, and the limits of confidentiality. Rabbi Michael Gottlieb, a congregational rabbi of more than thirty years whose writing has appeared in the Wall Street Journal, counsels families through grief and discord using moral and textual sources. Dr. Tim Lane, a former pastor who now runs a Christian counseling practice in the Atlanta area, brings hundreds of cases involving marital conflict, infidelity, and reconciliation. The discussion covers when clergy refer matters to lawyers and therapists, the value of clarification over agreement at an impasse, mandatory reporting obligations, and the principle that words carry the weight of actions. The panel is moderated by ADR section co-chairs Jeff Kravitz and Robert Cohen of ARC Alternative Resolution Centers. Attendees leave with a fresh perspective on dispute resolution drawn from outside the law. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
Testifying at a deposition carries real consequences. What a witness says under oath shapes the entire arc of litigation, and inconsistencies between deposition and trial testimony can be devastating. Anders Sleight and Michele B. Friend, Offit Kurman, examine the essentials of effective deposition testimony, covering the importance of truthfulness, careful listening, and how to approach questions with precision. The program addresses preparation strategies attorneys use with their clients, the role of counsel during the deposition itself, and California-specific rules and practices that affect how depositions are conducted. Whether representing a plaintiff, defendant, or non-party witness, attendees will leave with concrete guidance for advising and preparing clients to testify effectively. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
California's SB 243 requires companion chatbot platforms to follow suicide prevention protocols and disclose AI interactions to users, but it contains no privilege provision shielding user chat logs from civil discovery. Hossein Berenji, Berenji & Associates, examines what that gap means for family law practitioners, covering the Southern District's ruling in United States v. Heppner, which held that AI-generated materials do not qualify for attorney-client privilege, and how California courts are likely to apply similar reasoning in custody and support proceedings. The program walks through what records platforms retain, when those records become discoverable, and what arguments exist to limit production under the psychotherapist-patient privilege and Code of Civil Procedure section 2030.090. Attendees will leave with a concrete intake protocol for identifying AI chatbot use and advising clients before those communications become a liability. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
Generative AI is now embedded across legal and administrative workflows, but informal lawyer-by-lawyer judgment is no longer sufficient to manage the risks. Oliver Roberts, Co-Director of the WashU Law AI Collaborative, examines how law firms can build the policies, training, and oversight structures needed for responsible AI adoption in 2026. The program covers firm-wide AI policies, confidentiality obligations under ABA Model Rule 1.6, supervision requirements under ABA Model Rules 5.1 and 5.3, and key guidance from ABA Formal Opinion 512 and the California State Bar. Attendees will leave with a practical governance framework for risk-tiering AI use, conducting vendor diligence, and keeping policies current as tools evolve. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.
The intersection of parental rights and student privacy has become one of the most contested areas in California education law. Mirabelli v. Olson produced a landmark December 2025 permanent injunction against California's gender nondisclosure policies, but the litigation is ongoing, with the Ninth Circuit appeal still pending and the Supreme Court having partially reinstated the injunction just this March. Last June's 6-3 decision in Mahmoud v. Taylor further established that schools must allow parental opt-outs from instruction that substantially interferes with children's religious development, compounding the pressure on California districts. Katherine Linggi and Sara Young, Atkinson, Andelson, Loya, Ruud & Romo, examine where the law stands today, analyze the competing constitutional frameworks at play, and offer predictions for how these disputes are likely to evolve as Pride Month draws to a close. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.