Business & Securities Law

4.38

Business Formation 101

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 56 minutes
Joel Glaser
Mark Brechbill
Keith Krauss
Elizabeth Prout Lefler
Trev Peterson
With Joel Glaser from Joel Glaser APC + 4 others
Recorded October 31, 2025
Product ID 101060

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Overview

Conquering the Fine Print of the First Steps

Every business starts at the formation phase. Are you equipped to structure your client's business for success? From preliminary planning and preparation steps to tax implications and strategies, our seasoned faculty will walk you through the stages of business formation. You'll gain practical insights into entity selection, essential documents, financing options, business contracts, and ethical considerations - arming you with the tools to confidently advise clients from startup to scale-up. Whether you're guiding a solo entrepreneur or structuring a partnership, this program will ensure you're prepared to lay the legal foundation for long-term business success - register today!

  • Discover how to align business structure with your client's long-term goals, compensation needs, and ownership dynamics.
  • Gain confidence in comparing entity types and helping clients weigh liability, tax, and investor considerations.
  • Uncover deduction, deferral, and tax planning opportunities.
  • Explore options for financing a business and how to strategically advise your client.
  • Spot red flags and avoid common pitfalls in drafting and reviewing business contracts.
  • Discuss attorneys' fiduciary duties, confidentiality obligations, and data security concerns in the business formation process.

Abbreviated Agenda

  1. Entity Selection and Key Contributing Factors
  2. Tax Talk
  3. Ethics in Business Formation
  4. Planning and Preparation Phase
  5. Formation and Operation Documents
  6. Advising Businesses on Financing Options and Strategies

Related Topics

Product ID 101060

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Entity Selection and Key Contributing Factors

    1. Comparing Types of Entities and Management Structures
    2. Liability and Asset Protection
    3. What's Attractive to Investors?
    4. Formation and Maintenance Requirements
    5. Transferability Considerations

  2. Tax Talk

    1. Tax Implications of Entity Selection
    2. Pass-Through vs. Entity-Level Taxation
    3. Self-Employment and Payroll Taxes
    4. Deduction and Deferral Options
    5. Reporting Requirements
    6. Tax Planning Dos and Don'ts

  3. Ethics in Business Formation

    1. Identifying the Client
    2. Avoiding Conflicts of Interest
    3. Doing Business With Clients: Stock Options, Equity Ownership in the Client
    4. Fiduciary Duty and Liability
    5. Data Security and Confidentiality

  4. Planning and Preparation Phase

    1. Mapping Business and Life Goals
    2. Essential Information and Documents to Gather
    3. Name Registration Process
    4. Compensation Structures and Deciding Factors
    5. Ownership Agreements

  5. Formation and Operation Documents

    1. Articles of Organization and Operating Agreements
    2. Bylaws and Articles of Incorporation
    3. LLP and Shareholder Agreements
    4. Buy-Sell Agreements Obtaining Licensure and Protecting Intellectual Property
    5. Obtaining Licensure and Protecting Intellectual Property

  6. Advising Businesses on Financing Options and Strategies

Who Should Attend

This program is designed for attorneys. Accountants, tax professionals, and paralegals may also benefit.

Speakers

Joel Glaser
Joel
Glaser
Joel Glaser APC
Mark Brechbill
Mark
Brechbill
Mark Brechbill, PLLC
Keith A Krauss
Keith A.
Krauss
Genova Burns, LLC
Elizabeth Prout Lefler
Elizabeth
Prout Lefler
MYC Educational Foundation
Trev E Peterson
Trev E.
Peterson
Knudsen Law Firm
Speaker bio
Joel Glaser

Joel Glaser

Joel Glaser APC
Joel Glaser

is the principal of Joel Glaser APC in the Los Angeles, Newport Beach and San Diego offices. His practice includes employment and business litigation. Mr. Glaser has extensive experience in employment practices liability, including defending whistleblower, wrongful termination, harassment, race, age, disability, and gender discrimination and retaliation cases. He has also defended wage and hour class actions and single plaintiff cases. Additionally, Mr. Glaser has counseled employees and employers on employment-related matters, such as applications and hiring, sexual harassment policies and training, employment handbooks, internal investigations, compliance issues, employee discipline issues, severance agreements and termination issues. He has represented clients in both state and federal court, and before the California Labor Board, Department of Fair Employment and Housing, Equal Employment Opportunity Commission and Unemployment Appeals Board. Mr. Glaser is a member of the State Bar of California; and the Los Angeles County, Orange County and San Diego County bar associations. He earned his B.A. degree from University of California, Santa Barbara; and his J.D. degree from Southwestern University School of Law, where he was on Law Review. Mr. Glaser is licensed to practice law in California.

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Speaker bio
Mark Brechbill

Mark Brechbill

Mark Brechbill, PLLC
Mark Brechbill

is the founder of Mark Brechbill, PLLC, a large CPA firm providing auditing, consulting and accounting services to small to mid-sized businesses on the Treasure Coast. He is also the founder of MB Wealth Solutions, LLC, a financial and business consulting firm focusing on generational business strategies and complicated tax and estate planning issues. Mr. Brechbill concentrates most of his time in the firm's business and tax consulting practice, assisting with business formation and organization, purchases and sales, and reorganizations. He also sponsors and hosts a series of call-in radio programs entitled "Treasure Coast Solutions" that answers listeners' questions pertaining to condos and HOAs, non-profit activities, City of Stuart issues, and international, national and statewide economic policies and their impact on individuals and businesses locally. Mr. Brechbill earned his Bachelor of Business degree in accounting from Western Illinois University, is licensed as a CPA in Florida, and is a member of the FICPA and AICPA.

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Speaker bio
Keith A Krauss

Keith A. Krauss

Genova Burns, LLC
Keith Krauss

is a Partner with Genvoa Burns, LLC Attorneys at Law in Newark, where he focuses his practice in the areas of business law and commercial transactions, construction law and litigation, alcohol and regulated products law and intellectual property law. He is a member of the American Bar Association (Business Law Section), the New Jersey State Bar Association, Essex County Bar Association, New Jersey and U.S. District Court, U.S. Court of Appeals Third Circuit and the U.S. Circuit Court of Appeals for the D.C. Circuit. Mr. Krauss earned his B.A. degree, magna cum laude, from Assumption College and his J.D. degree, from Rutgers University School of Law.

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Speaker bio
Elizabeth Prout Lefler

Elizabeth Prout Lefler

MYC Educational Foundation
Elizabeth Prout Lefler

is an independent compliance consultant and attorney. She serves on two Boards of Directors (one as chair), and is an owner of a product development company. Ms. Lefler served for 13 years as managing director, compliance for global investment banks, and ultimately as chief compliance & AML Officer of KeyBanc Capital Markets. Previously, she held positions as senior counsel with the U.S. SEC, legal advisor to Commissioner Isaac C. Hunt, and associate with Morgan Lewis & Bockius. Ms. Lefler has served as chair of FINRA's Market Regulation Committee, as FINRA Panelist (i.e., judge) in enforcement actions, and as an expert witness on securities legal matters. Ms. Lefler earned her J.D. degree from George Mason University School of Law and her B.A. degree from Bates College. She is licensed to practice law in Florida and Virginia. Ms. Lefler has held various financial licenses, including NYSE Series 14 (chief compliance officer), FINRA (supervisory principal), and deemed "Fit & Proper" to serve as chief compliance & AML officer of an Irish Bank. Ms. Lefler is also a Certified U.S. Sailing Judge.

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Speaker bio
Trev E Peterson

Trev E. Peterson

Knudsen Law Firm
Trev Peterson

is a partner with Knudsen Law Firm. He has more than 40 years of experience in the commercial and real estate lending, real estate, bankruptcy, foreclosure, and commercial litigation practice areas. Mr. Peterson has represented lenders in cases under Chapters 7, 11, 12, and 13 of the bankruptcy code. He is a frequent speaker at seminars involving lending, bankruptcy and foreclosure. Mr. Peterson is a member of the American, Nebraska State, and Lincoln bar associations; and the American Bankruptcy Institute. He is a fellow in the American College of Real Estate Lawyers and Litigation Counsel of America, as well as a past president of the Banking Law Section and Bankruptcy Section of the Nebraska State Bar Association. Mr. Peterson earned his B.A. degree from the University of Nebraska-Lincoln and his J.D. degree from the University of Nebraska College of Law.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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