Learn the latest on Mastering Corporations, Partnerships, & LLC’s 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 renewed interest 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 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 three of the top practitioners in the field, who 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 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 this convenient, 24/7 on-demand seminar.

Agenda:

1. Effectively Forming Corporations & Partnerships:

a. Effectively 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. Understanding How Corporate Structures Affect Subsequent Litigation

b. Enhancing Business Owners' Rights & Obligations

c. Considerations to Avoid & Minimize Liability from Disputes

d. Effectively Determining Fiduciary Duties

e. Best Strategies on Dissolution

3. Procedural Issues in Partnership Audits and Litigation:

a. TEFRA Overview

b. The Tax Matters Partner

c. Statutes of Limitation

d. Partnership Refund Claims (AARs)Pitfalls

e. Audit Process

f. Techniques Judicial Review

g. Tips and Traps

4. Recorded Question & Answer Session

Biography of Expert Faculty:

1. Mary A. McNulty is a Partner at Thompson & Knight, where she specializes in corporate tax matters. She represents corporate and partnership taxpayers in IRS audits, appeals, and tax litigation and provides tax planning for partnerships, limited liability companies, and S corporations. She specializes in Federal tax procedural issues, including statutes of limitations, interest, penalties, privilege, and TEFRA partnerships, and in partnership tax issues relating to private equity, oil and gas, wind energy, real estate, and exempt organizations. Ms. McNulty has been described as the "go-to attorney for boutique, complicated issues," according to clients quoted by Chambers USA. She has also been consistently recognized by The Best Lawyers in America, SuperLawyers, and holds a Martindale-Hubbell AV rating.

2. Peter A. Mahler is a Partner at Farrell Fritz, P.C. and a leading authority on the judicial dissolution and valuation of partnerships, close corporations and limited liability companies. He concentrates in “business divorce” matters involving conflicts among co-owners of closely held business entities. He has written over 200 articles on corporate valuations, dissolution, and related topics. He is a graduate of NYU School of Law and previously served as a federal law clerk, prior to practicing in complex business law. Mr. Mahler has an AV Preeminent Martindale-Hubbell Peer Review Rating for excellence in practice.

3. Edward Gartenberg is a Founding Partner of Gartenberg Gelfand Wasson & Selden LLP, where he focuses his practices on business litigation, securities, and arbitration. He formerly served as a Staff Attorney and Special Counsel for the Division of Enforcement of the United States Securities & Exchange Commission, and as a Special Assistant United States Attorney for the United States Attorney's Office. Mr. Gartnerberg serves as an arbitrator for the National Association of Securities Dealers. He is the Cahir of the Partnerships and LLC Committee of the Business Law Section of his state bar. He has spoken & written widely on partnerships, limited liability companies, and securities law. Mr. Gartnerberg earned his J.D. at Columbia Law School.

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 live telephonic 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 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.