Business & Securities Law

Live Online

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 Pending 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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 Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 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
CPE for Accountants/NASBA Approved 7 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
Live Online
6 hours
Mark Brechbill
Keith Krauss
Trev Peterson
Gregory Teufel
With Mark Brechbill from Mark Brechbill, PLLC + 3 others

Fri, Jun 26, 00:00 AM – 00:00 PM

Coming Soon! OnDemand recording will be available on July 03, 2026.
Product ID 101995

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Course Includes
$449

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OnDemand content will be available within 7 days of event date.

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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.
  • Discuss attorneys' fiduciary duties, confidentiality obligations, and data security concerns in the business formation process.

Abbreviated Agenda

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

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 101995

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 Pending 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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 Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 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
CPE for Accountants/NASBA Approved 7 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. 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

  2. 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

  3. 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 AgreementsObtaining Licensure and Protecting Intellectual Property
    5. Obtaining Licensure and Protecting Intellectual Property

  4. 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

  5. Advising Businesses on Financing Options and Strategies

  6. 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

Who Should Attend

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

Speakers

Mark Brechbill
Mark
Brechbill
Mark Brechbill, PLLC
Keith A Krauss
Keith A.
Krauss
Genova Burns, LLC
Trev E Peterson
Trev E.
Peterson
Knudsen Law Firm
Gregory H Teufel
Gregory H.
Teufel
OGC Law, LLC
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 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.

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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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Speaker bio
Gregory H Teufel

Gregory H. Teufel

OGC Law, LLC
Gregory Teufel

is the founder and managing member of the Pittsburgh law firm OGC Law, LLC. He focuses his practice on outside general counsel work and commercial litigation. Mr. Teufel's broad base of experience includes drafting and negotiating a wide variety of commercial agreements on a regular basis that frequently include indemnification, competition, and confidentiality provisions of various types. He frequently handles breach of contract litigation matters as well. Mr. Teufel is a member of the Allegheny County and Pennsylvania bar associations and The West Virginia State Bar. He earned his B.S. degree, magna cum laude, from Kings College and his J.D. degree, cum laude, from the University of Michigan Law School.

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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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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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