Business & Securities Law

The LLC Planner: Top Updates and Planning Tactics

Credits Available
Credit Status 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
OnDemand
5 hours 54 minutes
Joel Glaser
Mark Brechbill
Eduardo Martinez
Farnoosh Faryabi
Pamela Kapsimalis
With Joel Glaser from Joel Glaser APC + 4 others
Recorded December 09, 2025
Product ID 101316

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Overview

Formation, Asset Protection, and Tax Tactics You Need to Update

The use of LLCs is evolving to adapt to the changing tax and privacy laws and to take advantage of new technologies. Are you providing the most effective, up-to-the-minute advice? Hear the latest on LLC entity choice, formation, operation, and disputes. Let us equip you with best practices for drafting and reviewing operating agreements. Register today!

  • Hear about the latest laws and regulations changing the way LLCs are used.
  • Address new challenges involving data privacy and security.
  • Get an update on the tax changes affecting LLC formation and operation.
  • Explore recommended OA drafting changes to keep LLCs protected.
  • Use case law analyses to prevent and resolve disputes.

Abbreviated Agenda

  1. What's New in LLC Law?
  2. Tax Planning for LLCs and LLC Members
  3. Using LLCs as Holding Companies: Asset Protection and Risk Separation
  4. Operating Agreements: Drafting and Updating Core Provisions
  5. LLC Disputes: Lessons From Recent Case Law
  6. Legal Ethics in LLC Planning

Related Topics

Product ID 101316

Credit Details

Credits Available
Credit Status 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What's New in LLC Law?

    1. The DExit Effect: Jurisdiction Considerations
    2. Is the LLC Exempt From FinCEN Ownership Reporting Requirements?
    3. Tech Changes Impacting LLCs: Generative AI, Blockchain Contracts, DAOs
    4. LLC Alternatives and New Organization Structures
    5. Restrictions on Like-Kind Exchanges
    6. The Effect of Tariffs

  2. Tax Planning for LLCs and LLC Members

  3. Using LLCs as Holding Companies: Asset Protection and Risk Separation

    1. Structuring the Entities and Ensuring Proper Formalities
    2. Asset Protection After 245 Park Member LLC v. HNA Group (International) Company Ltd.
    3. Scaling Considerations
    4. Best Practices and Precautions
    5. Documenting Transactions With Other Entities

  4. Operating Agreements: Drafting and Updating Core Provisions

  5. LLC Disputes: Lessons From Recent Case Law

    1. Fiduciary Duties - Contractual Modification vs. Default Rules
    2. Single-Member LLC (SMLLC) Vulnerabilities
    3. Sale and Transfer of Interests: Enforceability of Restrictions, Valuation Methods, etc.
    4. DIY LLC Documents in Disputes
    5. Judicial Dissolution

  6. Legal Ethics in LLC Planning

    1. Engagement Agreements, Attorney Fees, and Client Trust Accounts
    2. Conflicts of Interest Checks and Waivers
    3. Guarding Confidentiality
    4. Safeguarding Client Moneys

Who Should Attend

This LLCs guide is designed for attorneys. Accountants, tax professionals, fiduciaries, directors, and paralegals will also benefit.

Speakers

Joel Glaser
Joel
Glaser
Joel Glaser APC
Mark Brechbill
Mark
Brechbill
Mark Brechbill, PLLC
Eduardo V Martinez
Eduardo V.
Martinez
Eduardo Martinez, Attorney at Law
Farnoosh Faryabi
Farnoosh
Faryabi
Forsberg & Umlauf, P.S.
Pamela M Kapsimalis
Pamela M.
Kapsimalis
Inglesino Taylor
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, the Equal Employment Opportunity Commission and the 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
Eduardo V Martinez

Eduardo V. Martinez

Eduardo Martinez, Attorney at Law
Eduardo Martinez

is in self-practice with a primary focus in mediation, as well as contractual and business law, which he also teaches. He retired as a Captain from the U.S. Navy after 30 years and still consults on matters of national security. Dr. Martinez is currently on staff at Angelo State University, where he teaches Intelligence and Security Studies. He is also on the Editorial Board of the Journal of Homeland and National Security Perspectives. Dr. Martinez has written articles involving transportation security and maritime cyberterrorism. He is a former special assistant attorney general for the state of Mississippi, and admitted to all Mississippi state and federal courts, Fifth Circuit Court of Appeals, U.S. Court of Military Appeals, U.S. Court of International Trade, and U.S. Supreme Court. Dr. Martinez earned his B.A. degree in government from the University of Texas, his M.A. degree in legal studies from Antioch University, his M.S.S. degree from the U.S. Army War College and his J.D. degree from the Mississippi College School of Law.

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Speaker bio
Farnoosh Faryabi

Farnoosh Faryabi

Forsberg & Umlauf, P.S.
Farnoosh Faryabi

is an attorney with Forsberg & Umlauf, P.S., where she focuses her practice in the areas of contract law, health law and business litigation. Ms. Faryabi is admitted to practice in Washington and California. She earned her B.S. and B.A. degrees from the University of Washington, her J.D. degree from Thomas Jefferson School of Law, and her LL.M. degree in health law from the University of Washington.

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Speaker bio
Pamela M Kapsimalis

Pamela M. Kapsimalis

Inglesino Taylor
Pamela Kapsimalis

is a partner with the law firm of Inglesino Taylor, and a member of the firms real estate and business law practice groups. She specializes in transactional matters, concentrating in corporate, commercial real estate, commercial lending, leasing, franchising and general business transactions. Ms. Kapsimalis has extensive experience in representing companies of all sizes, including retailers, not-for-profits and for-profit entities, restaurants, manufacturers, wholesalers, warehouses, and boutique exercise brands, from the inception of the business transaction through the management and/or sale or dissolution of business operations. She was previously a principal and chair of the business law department of a large New Jersey firm, and also served as general counsel to a national and international storage and shipping company. Ms. Kapsimalis is admitted to practice law in New Jersey. She earned her B.A. degree form Middlebury College and her J.D. degree form Seton hall University School of Law.

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