Learn the latest on Mastering Corporate Entity Formation 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.

Benefits:

The surging economy has increased the need for attorneys proficient in the formation and operation of both for-profit and nonprofit & exempt entities. Understanding these legal issues is a vitally essential skill for attorneys ranging from in-house & corporate counsel to those protecting assets from plaintiffs and creditors, as well as lawyers enforcing judgments and collecting on debts. At the same time, effective entity planning has gained importance for practitioners who focus on compliance, securities and taxation. The nationally recognized faculty will cover making sense of tax and legal choices in considerations with business entities, common tax pitfalls, strategies on nonprofit & exempt entities, tax efficiencies, as well as best practices in forming corporations and partnerships. Special emphasis is also paid to understanding angel and venture capital financings. Registration includes access to course and reference materials.

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. 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

3. Best Practices for Nonprofit & Exempt Entities:

a. Effectively Forming Nonprofit Corporations

b. Avoiding IRS Pitfalls: 501(c)(3) Organizations

c. Understanding Reporting Requirements

d. Cutting-edge Issues with Tax-Exemption

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. 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.

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. 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.

Who should attend this seminar?
Attorneys, 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 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 CLE credit

Illinois - Supreme Court of Illinois for 1.5 MCLE Credits

Indiana Commission for Continuing Legal Education for 1.5 CLE 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)**

Missouri Bar for 1.8 MCLE Credits

Nevada Board of Continuing Legal Education 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

Oregon State Bar for 1.5 CLE credits

South Carolina - Supreme Court of South Carolina for 1.5 CLE 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

Wyoming State Bar 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. 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.