Learn the latest on Choice of Entity, Business Planning, and Tax Savings CLE with this convenient, telephonic seminar. Register to obtain CLE and MCLE credit, receive access to complete course and reference materials, and attend this telephonic seminar.

Benefits:

Counseling clients on choice of entity, business planning, and tax savings has become one of the most in-demand practice areas today. With the current tax code set to expire, the administration is quickly working to rewrite the rules and enact sweeping reforms aimed at reshaping the nation’s tax structure. From individual tax rates and corporate formations to corporate tax policies and estate planning, this seminar will provide a clear roadmap to understanding the changes ahead. This program will explore key proposals under consideration, and their impact on businesses and individuals alike. This seminar will dive into the specifics of upcoming tax overhaul considerations, including examining which provisions are likely to remain in place, changes, and opportunities for both clients and attorneys. The Rossdale faculty for this seminar features several leading authorities in this practice, who will describe effects on individual & corporate clients, real estate, estate planning, deductions, credits, AMT, and passthroughs. Registration includes online access to written course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the program.

Agenda:

Choice of Entity, Business Planning, and Tax Savings CLE:

a. Choice of Entity Considerations

b. Business Planning

c. Proposed Tax Law Changes

d. Strategies for Minimizing Taxes on Businesses

e. Adjustments to Individual Tax Rates, Corporate Tax Provisions, & Estate Planning

f. Valuing Assets & Goodwill in the Sale of a Business

g. Tax Savings

h. Considerations for Exemptions for the Individual AMT

i. Developments of Tax Credits

j. Amendments to the Standard Deduction

k. Proposals involving Passthrough Business Income

Opportunity to Ask Questions of the Faculty

Biography of Seminar Faculty:

Charles L. Levun is a Partner and one of the Founders of Levun, Goodman & Cohen, LLP. In addition to his role as a full-time practicing tax and business attorney, Mr. Levun is an author and educator who has developed a national reputation in the field of taxation and has served as the Chairman of the Partnerships Committee of the American Bar Association’s Section of Taxation. Mr. Levun has been practicing law since 1970, focusing on a business and tax practice, with a concentration in the representation of closely held businesses and wealthy individuals, business structuring and estate planning. Mr. Levun is also a tax consultant to numerous CPA and law firms across the country. Mr. Levun is also significantly involved in educating other business and tax professionals. He has been the consultant to the CCH Partnership Tax Planning and Practice Guide since its inception in 1988 and is the author of the monthly “Partner’s Perspective” column that accompanies the Guide. Mr. Levun was also the Editor-in-Chief of the Journal of Passthrough Entities for the entire 20+ year term of its publication and serves as an Adjunct Professor of Law, teaching advanced partnership taxation. In addition, since its inception in 1987, Mr. Levun has been the co-creator and Chairman of the Faculty of the annual Partnership, LLC & S Corporation Tax Planning Forum. And since its inception in 1996, Mr. Levun has also been the co-creator and Chairman of the Faculty of the annual “Fundamentals of Flow-Through” Partnership, LLC & S Corporation Tax Seminar. Mr. Levun has developed a nationwide business and tax consulting practice and also creates and presents tax seminars to institutional and private organizations throughout the United States. Mr. Levun is a graduate of the University of Chicago Law School.

Joseph C. Mandarino is a Partner at Smith, Gambrell & Russell, LLP, where he focuses his practice on corporate, tax and finance. He has extensive experience in workouts, restructurings, modifications, and structuring M&A transactions, from both the buyer and seller sides. He has also counseled clients on corporation transactions, including partnerships, LLC's, and other financial products. A graduate of NYU Law School's LL.M. Tax program, Mr. Mandarino excels at also providing his clients with legal advice relating to tax controversies, audits, appeals, and regulatory hearings. He is a highly sought-after writer on the latest business, tax and finance topics, having published his work in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, the Journal of Real Estate Taxation, the Journal of S Corporation Taxation, the Journal of Multistate Taxation, Tax & Finance Newsletter, and the NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the White House Conference on Small Business, the U.S. Small Business Administration, among many others.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

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**

Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

Delaware Commission on Continuing Legal Education *******

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 credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association 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)***

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

Montana Commission of CLE for 1.5 CLE Credits

Nebraska Mandatory Continuing Legal Education for 1.5 CLE 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

Oklahoma Bar Association for 1.5 CLE Credits

Oregon Bar for 1.5 MCLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits*****

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

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 for 1.5 CLE credits

West Virginia for 1.8 CLE 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.

**** 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.

***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.

****** Please enter NE Bar number on registration form when registering.

******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT SEMINAR.

You will receive login-in informnation, access to the written course materials, and information to report the CLE credits as soon as you register with a credit card or when your check is received.