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Overview
Strategic LLC Insights From Practicing Attorneys
This course delves into the intricate legal, tax, and operational challenges associated with Limited Liability Companies (LLCs), providing experienced practitioners with tested strategies to navigate complex scenarios. From cutting-edge asset protection techniques to nuanced tax implications and sophisticated operating agreement considerations, this program offers a practical exploration of the multifaceted issues facing LLCs today. Hone your skills - register today!
- Optimize your clients' tax positions and ensure compliance at formation.
- Structure contributions and distributions to minimize tax liabilities and avoid pitfalls.
- Draft robust operating agreements and ensure their enforceability.
- Advise clients on sale and transfer of interests to ensure smooth transactions and protect investments.
Abbreviated Agenda
- Asset Protection, Veil Piercing, and Recent DExit Developments
- Tax Strategies and Compliance
- Operating Agreement (OA) Complexities and Disputes
- Sale and Transfer of Interests: Restrictions, Valuation, Agreements, etc.
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 12-05-2027 |
| Alabama CLE |
|
3 Total | 12-31-2026 |
| Arkansas CLE |
|
3 Total | 06-30-2026 |
| Arizona CLE |
|
3 Total | 12-05-2027 |
| California CLE |
|
3 Total | 12-05-2027 |
| Colorado CLE |
|
4 Total | 12-31-2027 |
| Connecticut CLE |
|
3 Total | 12-05-2027 |
| Delaware CLE |
|
3 Total | 12-05-2027 |
| Florida CLE |
|
3.5 Total | 06-30-2027 |
| Georgia CLE |
|
3 Total | 12-31-2027 |
| Hawaii CLE |
|
3 Total | 12-05-2027 |
| Iowa CLE |
|
3 Total | 12-05-2026 |
| Idaho CLE |
|
3 Total | 12-05-2030 |
| Illinois CLE |
|
3 Total | 12-04-2027 |
| Indiana CLE |
|
3 Total | 12-05-2026 |
| Kansas CLE |
|
3.5 Total | 12-04-2026 |
| Kentucky CLE |
|
3 Total | 06-30-2026 |
| Louisiana CLE |
|
3 Total | 12-05-2026 |
| Maine CLE |
|
3 Total | 12-04-2027 |
| Minnesota CLE |
|
3 Total | 12-05-2027 |
| Missouri CLE |
|
3.6 Total | 12-05-2027 |
| Northern Mariana Islands CLE |
|
3 Total | 12-05-2027 |
| Mississippi CLE |
|
3 Total | 07-31-2026 |
| Montana CLE |
|
3 Total | 12-05-2028 |
| North Dakota CLE |
|
3 Total | 12-05-2028 |
| Nebraska CLE |
|
3 Total | 12-05-2027 |
| New Hampshire CLE |
|
3 Total | 12-05-2028 |
| New Jersey CLE |
|
3.6 Total | 08-19-2026 |
| New Mexico CLE |
|
3 Total | 12-05-2027 |
| Nevada CLE |
|
3 Total | 12-05-2028 |
| New York CLE |
|
3.5 Total | 12-05-2028 |
| Ohio CLE |
|
3 Total | 12-31-2026 |
| Oklahoma CLE |
|
3.5 Total | 12-05-2027 |
| Oregon CLE |
|
3 Total | 12-05-2028 |
| Pennsylvania CLE |
|
3 Total | 12-05-2027 |
| Rhode Island CLE |
|
3.5 Total | 06-30-2026 |
| South Carolina CLE |
|
3 Total | 12-31-2026 |
| Tennessee CLE |
|
3 Total | 12-04-2027 |
| Texas CLE |
|
3 Total | 11-30-2026 |
| Utah CLE |
|
3 Total | 12-31-2026 |
| Virginia CLE |
|
3 Total | 10-31-2026 |
| Vermont CLE |
|
3 Total | 12-05-2027 |
| Washington CLE |
|
3 Total | 12-04-2030 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2026 |
| West Virginia CLE |
|
3.6 Total | 12-05-2027 |
| Wyoming CLE |
|
3 Total | 08-21-2026 |
Select Jurisdiction
CLE
Agenda
-
Asset Protection, Veil Piercing, and Recent DExit Developments
-
Tax Strategies and Compliance
- Tax Entity Choice at Formation
- Deductions, Credits, and Exemptions
- Basis Adjustments (Inside vs. Outside Basis) and the Effect of Transactions
- Managing Tax Impacts of Contributions and Distributions
- Equity Compensation and Sweat Capital
- Real Estate and Passive Activity Loss (PAL) Rules
-
Operating Agreement (OA) Complexities and Disputes
- Enforceability of Core OA Provisions: Recent Case Law
- Drafting for Specific Uses and Scenarios
- Intra-LLC Disputes
-
Sale and Transfer of Interests: Restrictions, Valuation, Agreements, etc.
Who Should Attend
This legal guide is designed for attorneys. Accountants, tax professionals, LLC members and managers, and paralegals may also benefit.
Speakers
Speaker bio
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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