The Canadian Membership Caucus is for the Canadian membership of the American Association for Justice (AAJ) to share information respecting the rights of Canadians in the civil justice system and other national legal issues, to provide legal education relevant to Canadian members in conjunction with AAJ Conventions and to further the objectives of AAJ through the Canadian Membership Caucus.

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Self-Paced Online

Avoid Tax Issues in Settling Litigation

Know the rules and reporting requirements

Published by San Francisco Trial Lawyers Association
and Canadian Caucus of AAJ
Learning Objectives
  • What is taxable and what is not
  • Exclusion for physical injuries
  • How checks should be issued
  • Tax reporting issues—the dreaded Form 1099
  • Which attorneys’ fees can be deducted
  • Structured settlements and Qualified Settlement Funds



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$79 USD for Association Member
$99 USD for Non-member

Duration: 75 minutes

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Summary

Know the tax implications before you settle your case. Robert Wood, one of the top tax lawyers in America, will cover the key tax issues that should be addressed in settlement discussions and agreements, including the tax treatment of legal fees, the exclusion for physical injuries and more. 

He will also discuss tax implications of employment cases, structured settlements and Qualified Settlement Funds, when capital gain tax treatment is possible, and IRS Form 1099 reporting requirements for defendants and lawyers.  He will share his extensive knowledge and experience advising litigants, lawyers and settlement funds on tax planning and tax controversies arising out of settlements and judgments.

SWOD-26487

Presenters
Robert W. Wood

Rob Wood is often listed among the top ten tax lawyers in America. He handles a broad range of tax planning and tax... Read More


Originally Published
December 9, 2025

Program Titles and Supporting Materials
This program contains the following components:

  • Media Files
  • Avoid Tax Issues in Settling Litigation

  • Downloadable Files
  • Avoid Tax Issues in Settling Litigation - Slide Handout
  • Article links - Handout

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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