Learn the latest on Mastering Corporate Formations & Entity Planning CLE 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:

There has been significant demand in the need for attorneys proficient in the formation and operation of corporations, partnerships, and LLC’s. 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 lawyers enforcing judgments and collecting on debts. At the same time, effective entity planning has gained importance for attorneys who focus on compliance, securities as well as taxation. The nationally recognized faculty will cover making sense of tax and legal choices in choosing business entities, avoiding common tax pitfalls, effectively handling audits, considering tax efficiency in corporate structures, as well as best practices in forming corporations and partnerships. Special emphasis is also paid to understanding securities law concerns, legal issues related to management, and mitigating future liability resulting from dissolution or liquidation. Registration includes access to course and reference materials.

Agenda:

1. Effectively Forming Corporations & Partnerships:

a. Best Practices for Forming Business Entities

b. State Requirements, Constituent Documents & By-laws

c. Legal Issues Related to Management & Securities Law

d. Avoiding the Sins of Boilerplate Provisions

e. Contemplating Alternative Dispute Resolution in Partnerships and LLCs

f. Understanding How Lenders Take Security Interests in LLC & Partnership Units

2. Mastering Choice of Entity Considerations:

a. Effectively Mitigating Liability Protection

b. Enhancing Business Owners' Rights & Obligations

c. Determining Fiduciary Duties

d. Best Strategies on Dissolution

3. Effective Entity Planning & Structuring Transactions

a. Taxation Considerations

b. Minimizing Complexity of Operations and Record-keeping

c. What You Need to Know About Corporate Organization

d. Drafting Successful Operating Agreements

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Dr. Bart A. Basi, Ph.D., is a nationally recognized attorney, certified public accountant, and business consultant. He is a Senior Advisor at Basi, Basi & Associates, where he focuses his practice on financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He is a highly sought-after lecturer and author on corporate. He has published five books, fourteen workbooks, and over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basis’ work include Money Matters, The American Journal of Small Business, The Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive. Dr. Basi has served on the faculties of Southern Illinois University, Penn State University, Indiana University, The University of Louisville, and Syracuse University. He is listed in Harvard Business School Profiles in Business and Management.

2. Daniel S. Kleinberger is Professor of Law at William Mitchell College of Law, where he has taught business law since 1986. A graduate of Harvard University and Yale Law School, Professor Kleinberger has served as co-Reporter for the Uniform Law Conference’s Revised Uniform Limited Liability Company Act and Reporter for the Conference’s Uniform Limited Partnership Act. He is currently serving as Co-Reporter for the Conference’s Drafting Committee on the Harmonization of Business Entity Acts and as Reporter for the Conference’s Drafting Committee on Series of Unincorporated Business Entities. Professor Kleinberger has published widely on corporate law, including myriad articles on business organizations and two books entitled, “LIMITED LIABILITY COMPANIES: TAX AND BUSINESS LAW” as well as “AGENCY, PARTNERSHIP AND LLCS: EXAMPLES AND EXPLANATIONS.” His work has been cited by state and federal appellate courts, federal bankruptcy courts, and Delaware Court of Chancery.

3. Donna Ray Berkelhammer practices at Sands Anderson, where she focuses on contract and commercial law, business formation, mergers and acquisitions, licensing, among other areas of corporate legal interest. Ms. Berkelhammer routinely counsels business leaders through transactions during the entire life of the company, including formation; growth; sale, merger, or winding-up; and business succession planning. She regularly works with entrepreneurs to bring a business concept to the marketplace, as well as guiding established companies through critical negotiations. Ms. Berkelhammer also has considerable expertise in negotiating, financing and closing complex real estate transactions, including representing buyers, sellers, lenders and developers of retail shopping centers and residential condominium properties. She is a graduate of The George Washington University in Washington.

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:

Alabama State Bar MCLE Commission for 1.5 MCLE credits

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

Idaho State Bar for 1.5 CLE 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)**

Mississippi Commission on Continuing Legal Education for 1.5 CLE 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

Rhode Island Mandatory Continuing Legal Education Commission 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

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE 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 LIVE TELEPHONIC SEMINAR.

All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording & podcast of the full-length seminar.

You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.