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Business & Securities Law

4.5

The Complete Transactional Attorney

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 Approved 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 55 minutes
Keith Krauss
Erik Halverson
Edward Eichmann
Kevin Knight
Abigail Allen
With Keith A. Krauss from Genova Burns, LLC + 4 others
Recorded May 14, 2026.
Product ID 101914

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Course Includes
$449

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Overview

Know the Rules, Close the Deals

This legal course delivers the foundational knowledge and practical skills essential for advising business clients in non-litigation matters. The program comprehensively covers the business life cycle, from entity formation and contract law to M&A structuring and secured transactions. A significant portion is dedicated to critical business taxation, deal management skills, and mandatory ethical considerations. Walk away prepared to handle core transactional tasks with confidence and competence. Register today!

  • Compare business entity options and learn to draft basic operating documents.
  • Understand M&A structures and build a solid foundation for deal negotiations.
  • Acquire a working knowledge of key business taxation concepts.
  • Develop crucial deal management skills, including due diligence and tight timelines.

Abbreviated Agenda

  1. Business Entity Choice and Formation
  2. Contract Law Fundamentals and UCC Essentials
  3. M&A: Structuring the Deal
  4. Secured Transactions 101
  5. Business Taxation Basics
  6. Practical Skills and Deal Mechanics
  7. Researching Compliance Matters and Issuing Legal Opinions
  8. Legal Ethics of Transactional Law Practice
Product ID 101914

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 Approved 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. Business Entity Choice and Formation

    1. Key Entity Options
    2. Formation Documentation and Filings
    3. Governance Structure Fundamentals
  2. Contract Law Fundamentals and UCC Essentials

    1. Contract Drafting and Review Basics
    2. Interpreting Boilerplate
    3. Navigating the UCC Article 2 (Sale of Goods)
  3. M&A: Structuring the Deal

    1. Asset vs. Stock Purchases
    2. Basic Structure of a Purchase Agreement
    3. Initial Negotiation Points
  4. Secured Transactions 101

    1. Introduction to UCC Article 9
    2. Perfection and Priority of Security Interests
    3. Drafting Security Agreements
  5. Business Taxation Basics

    1. State and Federal Tax Law and Regulation Framework
    2. Recognizing Income and Critical Deductions
    3. Capital Gains Planning
    4. Small Business Taxation
    5. International Taxation and Tariffs (In Brief)
  6. Practical Skills and Deal Mechanics

    1. Negotiations and Counterparty Communications: Gaining the Upper Hand Without Scuttling the Deal
    2. Due Diligence/Risk Assessment
    3. Managing Tight Client-Driven Timelines
    4. Transaction Closings
    5. Project Management
  7. Researching Compliance Matters and Issuing Legal Opinions

    1. Research Methodologies for Regulatory Compliance
    2. Anatomy of a Legal Opinion
    3. Limiting Assumptions and Qualifications
  8. Legal Ethics of Transactional Law Practice

    1. Conflict of Interest Checks and Waivers
    2. Data Security Duty and Best Practices
    3. Client Communication: Informed Consent and Updates
    4. Putting Distance Between Business and Legal Matters

Who Should Attend

This legal course is designed for attorneys. Developers, directors, and paralegals will also benefit.

Speakers

Keith A Krauss
Keith A.
Krauss
Genova Burns, LLC
Erik Halverson
Erik
Halverson
Halverson Law Group
Edward Eichmann III
Edward
Eichmann, III
Law Office of Patrick Sullivan, P.C.
Kevin T Knight
Kevin T.
Knight
DSK Law
Abigail Allen
Abigail
Allen
Taylor Legal
Speaker bio
Keith A Krauss

Keith A. Krauss

Genova Burns, LLC
Keith Krauss

is a partner with Genvoa Burns, LLC 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), New Jersey State Bar Association, Essex County Bar Association, U.S. District Court for the District of New Jersey, U.S. Court of Appeals for the Third Circuit and 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. 

Speaker bio
Erik Halverson

Erik Halverson

Halverson Law Group
Erik Halverson

is the managing attorney with Halverson Law Group, a business counsel firm for transaction and litigation matters. He has a niche focus in the cannabis industry, representing many of the largest retail and producers in the state of Washington. Mr. Halverson has been an active leader in groundbreaking cannabis related projects, speaking engagements and industry shaping. He earned his B.A. degree from the University of Washington and his J.D. degree from Seattle University School of Law.

Speaker bio
Edward Eichmann III

Edward Eichmann, III

Law Office of Patrick Sullivan, P.C.
Edward Eichmann

practices in both the business and estate planning and litigation groups of the Law Office of Patrick Sullivan, P.C. He earned his B.A. degree in history from The Ohio State University and his J.D. degree from Widener Commonwealth Law School in Harrisburg, Pennsylvania. Prior to going to law school, Mr. Eichmann served for four years on Active Duty in the United States Army and left with the rank of Sergeant.

Speaker bio
Kevin T Knight

Kevin T. Knight

DSK Law
Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.

Speaker bio
Abigail Allen

Abigail Allen

Taylor Legal
Abigail Allen

is of counsel to Taylor Legal, where she works with business owners and entrepreneurs looking to start a business to make sure that they are set up for success. She graduated with honors from Truman State University, where she studied philosophy and religion, and minored in French. Ms. Allen earned her J.D. degree from the University of Maryland Francis King Carey School of Law, from which she graduated with honors and a certificate in business law. While in law school, she worked in the Intellectual Property and Entrepreneurship Clinic. After law school, Ms. Allen joined the IRS Office of Chief Counsel, Corporate Division and then worked at a law firm in Baltimore, Maryland as a commercial real estate and transactional attorney. She is a member of the Howard County Bar Association and Women's Bar Association of Maryland (Howard County and Baltimore). Ms. Allen is admitted to practice in all Maryland Courts.

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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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