Learn the latest on Mastering Corporations, Partnerships, & Entity Planning with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.
Mastering Corporations, Partnerships, & Entity CLE Benefits:
90-Minute On-demand Seminar & Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to complete Course/Reference Material & Complimentary Podcast.
Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.
There has been renewed interest in the need for attorneys proficient in the formation and operation of corporations, partnerships, and LLCs, as well as entity selection. Understanding these legal issues is a vitally essential skill for attorneys and professionals ranging from in-house counsel to those protecting assets from plaintiffs and creditors, as well as attorneys enforcing judgments and collecting on debts. This program will also be of interest to those practicing compliance, securities as well as taxation. The seminar faculty includes a leading practitioner in the field, who will cover making sense of tax and legal choices in choosing business entities, protecting business owners, avoiding common tax pitfalls, corporate valuation, considering efficiency in corporate structures, as well as best practices in forming corporations and partnerships. Registration includes course and reference materials that serve as a reference source for many of your planning needs and will outline and diagram the planning techniques and structures discussed during the seminar. Agenda: 1. Mastering Choice of Entity & Tax Considerations:
a. Recent Tax Changes & Impact on Choice of Entity
b. Enhancing Business Owners' Rights & Obligations
c. Considerations to Minimize Tax Liability
d. Effect of Corporate Organization on Taxation 2. Effectively Forming Corporations & Partnerships:
a. Best Practices for Forming Business Entities
b. State Requirements, Constituent Documents & By-laws
c. What You Need to Know About Corporate Record Keeping
d. Avoiding the Sins of Boilerplate Provisions
e. Corporate Entity Valuations 3. Effective Strategies in Angel and Venture Capital Financings:
a. State of the Venture Capital Market
b. What You Need to Know about Private Equity Valuations
c. Financing Private Placements
d. Minimizing Liability for Counsel & Issuers
e. Effectively Obtaining Funding from Traditional & Alternative Sources
4. Question & Answer Session Biography of Seminar Faculty:
1. Gerard P. O'Connor
is the Founding Partner of O’Connor Law Office, P.C., where his practice focuses on business matters ranging from mergers and acquisitions and corporate finance to intellectual property. He represents clients in a variety of industries including clean energy technology, renewable energy, software and information technology, manufacturing, venture capital and professional services. Mr. O'Connor's experience includes representing buyers and sellers of public and private companies and assisting early stage companies with formation, securities offerings, employment and intellectual property issues. He also counsels public companies and their directors and officers on securities law, Sarbanes-Oxley compliance and reporting obligations. Mr. O'Connor advises early stage energy technology companies and software companies in their formation and growth, including the negotiation and execution of angel and venture capital financings, strategic alliances and joint venture agreements.
2. Gene Takagi
is the Managing Partner of the NEO (Nonprofit & Exempt Organization Law Group). He is a nonprofit attorney who has provided corporate, tax, and governance counsel to hundreds of nonprofit clients. Mr. Takagi has successfully helped strengthen nonprofits and social enterprises with responsive and comprehensible guidance in areas including: formation, tax-exempt status, governance, legal compliance, document review, collaborations, mergers, earned income, advocacy, international activities, and dissolution. He serves as an Adj. Professor, teaching a Nonprofit Law Course at a major University. He began his legal career at Sheppard, Mullin, Richter & Hampton, working with many large institutional clients on corporate and transactional matters. His nonprofit clients while at Sheppard Mullin included a major new museum, local chamber of commerce, and a statewide association of accountants. He is an award-winning nonprofit lawyer, who is highly sought-after lecturer & scholar for his experience in nonprofit entities. He is the Contributing Publisher of a popular blog on nonprofits. He has also published in The Chronicle of Philanthropy, Business Law Today , Taxation of Exempts, Nonprofit Conversation, and was technical editor for the Nonprofit Kit for Dummies. With his consideration background in the legal aspects of nonprofit & exempt organization, over 15 years of management experience and a graduate degree in nonprofit administration, Mr. Takagi approaches issues from both a legal and a management perspective. He is a graduate of UCLA Law School.
3. Thomas J. Nichols
is a shareholder and President of Tierney Fisher & Nichols S.C., where he has been practicing corporate and tax law since 1979. Mr. Nichols represents a wide array of clients ranging from start-ups, physician groups, software, publishing, sales, restaurant, real estate and other closely held concerns to insurance company, manufacturing and mutual fund advisory clients. Mr. Nichols' experience has been called upon in his testimony regarding Tax Reform and Closely-Held Business for the Subcommittee on Select Revenue Measures and the full Ways & Means Committee of the United States House of Representatives. He has also worked with House and Senate legislators and staff personnel on Tax Reform efforts. Mr. Nichols is Chairman of the Board of Advisors of the S Corporation Association, a trade organization representing S Corporations and other Pass-Through and Closely-Held Businesses. Mr. Nichols has spoken and written extensively on tax and business entity topics, including at the New York University Institute on Federal Taxation, the Southern Federal Tax Institute, the Tulane Tax Institute, among others. He is also the columnist for the Choice of Entity Corner for the Journal of Pass through Entities published by CCH, Incorporated, a member of the National Health Lawyers Association and a Fellow of the American College of Tax Counsel. Mr. Nichols is AV-rated by Martindale-Hubbell, and has been selected for inclusion in the Best Lawyers in America® and Super Lawyers® publications.
Who should attend this seminar?
Attorneys, judges, paralegals, and legal professionals.
You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed. CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.
Attend this convenient, on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:
Alaska Bar Association for 1.5 CLE Credits *
Arizona State Bar for 1.5 CLE credits**
State Bar of California for 1.5 MCLE credits
Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits
Connecticut (CLE credits are not required, but are encouraged)**
District of Columbia (CLE credits are not required)***
Florida Bar for 2.0 CLE credits
Georgia Bar for 1.5 CLE credits
Hawaii State Board of CLE for 1.5 VCLE credit
Idaho State Bar for 1.5 CLE credits
Indiana Commission for Continuing Legal Education for 1.5 CLE Credits
Illinois - Supreme Court of Illinois for 1.5 MCLE Credits
Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits
Maryland (CLE credits are not required)***
Massachusetts (CLE credits are not required)**
Michigan (CLE credits are not required)***
Minnesota State Board of Continuing Legal Education for 1.5 CLE credits
Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
Missouri Bar for 1.8 MCLE Credits
Nevada Board of Continuing Legal Education for 1.5 CLE credits
New Hampshire for 1.5 CLE credits ****
New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)
New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits
New York State Bar for 1.5 CLE credits
North Carolina State Bar Continuing Legal Education for 1.5 CLE credits
Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits
Oregon State Bar for 1.5 CLE credits
Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits
South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits
South Dakota (CLE credits are not required)***
Texas State Bar for 1.5 CLE credits
Utah State Board of Continuing Legal Education for 1.5 MCLE credits
Virginia State Bar for 1.5 MCLE credits
Washington State Board of Continuing Legal Education for 1.5 MCLE credits
Wisconsin Board of Bar Examiners for 1.5 CLE credits
Additional States - call customer service at (888) 626-3462
* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.
** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.
**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.
For additional questions, please call 888-626-3462. REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.
You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.