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Courses/Law/Mediation/ Arbitration

Mediating Employment Matters & Minimizing Tax Consequences

Master mediation strategies in employment disputes while mitigating tax burdens in settlements and ensuring compliance with legal standards.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
Mediating Employment Matters & Minimizing Tax Consequences

What You'll Learn

check_circleImplement effective mediation strategies to resolve employment disputes efficiently.
check_circleIdentify key tax consequences of employment settlements and minimize tax burdens for clients.
check_circleDifferentiate between taxable and non-taxable settlement components, including emotional distress and physical injury claims.
check_circleUnderstand the implications of IRS rulings and case law on employment settlements.

About This Course

Our panel will provide an overview of preparing for mediation of employment matters. This discussion will provide solutions for potential consequences, such as non-compete agreements, tax surprises, confidentiality agreements, return of property, and more.

Topics List:

  • Benefits of Early Mediation in Employment Disputes
  • The Role of the Mediator and Mediation Preparation
  • Non-Monetary Settlement Terms: Non-Competes, Reinstatement, and Apologies
  • Confidentiality in Employment Settlements: Legal and Ethical Considerations
  • Tax Treatment of Settlements: Wage vs. Non-Wage Compensation
  • Emotional Distress vs. Physical Injury: Tax Implications of Employment Claims
  • Impact of IRS Rulings on Employment Settlements (PLR 200836019 Analysis)
  • Attorney Fee Deductions and Double Taxation Risks in Settlements
  • Structuring Settlements for Tax Efficiency: Lump Sum vs. Structured Payouts
  • Case Studies on Employment Mediation and Taxation Pitfalls

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Rhonda  L. Epstein, Esq.
Rhonda L. Epstein, Esq.

Attorney at NAM (National Arbitration and Mediation)

Rhonda L. Epstein, Esq. is a seasoned litigator with more than 35 years of experience in civil litigation. She concentrates her legal practice primarily in the areas of employment law and housing discrimination. Ms. Epstein is also experienced in matters involving directors and officers of cooperatives and condominiums, their boards of directors, and property managers. Ms. Epstein has handled cases arising under federal, state, and local discrimination laws, including the Americans with Disabilities Act, Title VII of the 1964 Civil Rights Act, Section 1981, the Age Discrimination in Employment Act, the Fair Housing Act, the Family Medical Leave Act, the New York State Executive Law, and the New York City Administrative Code. She has litigated all phases of these matters from inception through appeal in federal and state courts. Ms. Epstein has regularly appeared before administrative agencies such as the Equal Employment Opportunity Commission (EEOC), the Department of Housing and Urban Development (HUD), the New York State Division of Human Rights, and the New York City Commission on Human Rights. Additionally, she has participated in union arbitrations under the auspices of the Realty Advisory Board.

Paul  Isaac, Esq., ChSNC
Paul Isaac, Esq., ChSNC

Founder and Managing Partner of Paramount Settlement Planning, LLC and Precision Resolution, LLC

Paul Isaac, Esq. is the founder and managing partner of Paramount Settlement Planning, LLC, and Precision Resolution, LLC. He is a past president of the New York Trial Lawyers Association Western Region Affiliate Group and a Chartered Special Needs Consultant® (ChSNC®). A trial attorney and strategic life planner, Mr. Isaac’s years of experience allow him to anticipate a plaintiff’s long-term financial needs. Mr. Isaac has helped several clients obtain large settlements and favorable verdicts. In addition to assisting plaintiffs with settlement strategies for various personal injury lawsuits, Mr. Isaac is experienced in navigating the complexities of cases where Medicaid and future Medicare benefits must be preserved. Mr. Isaac received his undergraduate and law degrees from Duquesne University and is admitted to practice law in New York and Pennsylvania.

Charles  Manley
Charles Manley

Investment Advisory Representative with Invictus Advisory Services LLC

Charles focuses on traditional wealth and asset management, trust solutions, and legacy protection through a robust investment and financial planning platform. He provides purpose-driven planning solutions for individuals who wish to build and preserve their wealth, guiding each client with a transparent and actively managed approach to help them achieve their financial goals.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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