Business & Securities Law

Live Online

Advanced Business Formation 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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 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
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 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
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Kevin Knight
Lindsay Harris
Whitney Sorrell
Elizabeth Prout Lefler
John Banjak
With Kevin T. Knight from DSK Law + 4 others

Fri, Jul 24, 00:00 AM – 00:00 PM

Product ID 102185

Register For Course

Course Includes
$449

Live Webinar Registration

OnDemand Recording

Course Book Download

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

or
Upgrade to Unlimited CLE and Get This Course
$129/Month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Entity Engineering: Advanced Tactics for High-Stakes Growth

The business planning playbook has been rewritten. Between the tiered QSBS exclusions of the One Big Beautiful Bill Act (OBBBA) and the looming AI compliance deadlines, yesterday’s standard operating agreement is now a liability. This course transforms you from a traditional counselor into a high-stakes strategic advisor, equipped to handle today's most complex regulatory hurdles while maximizing client exit value. Take your skills to the next level - register today!

  • Draft iron-clad covenants that ensure corporate reporting compliance for years to come.
  • Power up your LLC operating agreements with a deeper dive into governance and incentive provisions.
  • Help businesses ensure responsible AI and data management and comply with new data privacy rules.
  • Explore ethical considerations specific to business law practice.

Abbreviated Agenda

  1. Post-OBBBA Entity Selection and "QSBS Stacking"
  2. Drafting Transparency and Disclosure Into Operating Agreements
  3. A Deeper Dive Into LLC Governance, Asset Protection, and Sophisticated OA Provisions
  4. AI Governance and Data Privacy
  5. Strategic Succession and Conversions
  6. Thorny Ethics Issues for Business Attorneys

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102185

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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 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
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 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
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Post-OBBBA Entity Selection and "QSBS Stacking"

  2. Drafting Transparency and Disclosure Into Operating Agreements

  3. A Deeper Dive Into LLC Governance, Asset Protection, and Sophisticated OA Provisions

  4. AI Governance and Data Privacy

  5. Strategic Succession and Conversions

  6. Thorny Ethics Issues for Business Attorneys

    1. Confidentiality and Data Security
    2. Attorney Fees and Scope of Representation
    3. Doing Business With Clients
    4. Attorneys Serving on Board of Directors
    5. Business Formation Practices That Lead to Attorney Discipline

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, directors, and experienced paralegals may also benefit.

Speakers

Kevin T Knight
Kevin T.
Knight
DSK Law
Lindsay M Harris
Lindsay M.
Harris
Harris Law & Co.
Whitney Sorrell
Whitney
Sorrell
Sorrell Law Firm, PLC
Elizabeth Prout Lefler
Elizabeth
Prout Lefler
MYC Educational Foundation
John T Banjak
John T.
Banjak
True Title Company, LLC
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.

View full profile
Speaker bio
Lindsay M Harris

Lindsay M. Harris

Harris Law & Co.
Lindsay Harris

is the owner and managing member of Harris Law & Co. She leads succession planners in protecting every family and business using forward-thinking solutions derived from exceptional experience. Ms. Harris' knowledge and dedication shows in her work, and resulted in her selection as a Rising Star from Super Lawyers for six consecutive years. Whether it is creating wills, revocable trusts, irrevocable trusts, charitable trusts, special needs trusts, or advanced business plans such as family limited partnerships, limited liability companies or corporations, her passion is to ensure that every family and business is protected when life changing events occur. Ms. Harris maintains over 61 hours of continued legal education in the areas of estate and business planning each year. She graduated with her bachelor's degree, summa cum laude, in political science and Spanish from the University of South Dakota; and earned her J.D. degree, with high honors, from the University of South Dakota School of Law. Ms. Harris is admitted in South Dakota.

View full profile
Speaker bio
Whitney Sorrell

Whitney Sorrell

Sorrell Law Firm, PLC
Whitney Sorrell

is the senior partner of Sorrell Law Firm, PLC, a boutique tax, business and estate planning firm in Scottsdale Arizona where he advises individuals, families, and businesses on legal matters relating to complex estate planning, business mergers, acquisitions and transactions, trust and probate administration, IRS audits, appeals, and Tax Court matters, as well as income and estate tax planning for wealthy families. Mr. Sorrell earned his bachelor's degree in finance from Arizona State University; his M.B.A. from the University of Phoenix; his law degree at the Sandra Day O'Connor College of Law, Arizona State University, and an LLM in tax from Boston University. Prior to practicing law, Mr. Sorrell worked for five years at the United States Treasury, Department of Internal Revenue Service as a revenue agent in the Phoenix District office. Mr. Sorrell became a certified public accountant (CPA) in 1993; is a frequent author of estate planning and tax articles published in various journals; and a national presenter on tax, business, and estate planning topics.

View full profile
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.

View full profile
Speaker bio
John T Banjak

John T. Banjak

True Title Company, LLC
John Banjak

is a principal and serves as general counsel of True Title Company, LLC in St. Louis. He has extensive experience in all facets of the title insurance profession from a legal, title professional and consulting standpoint. Before opening his current company, Mr. Banjak served as president and general counsel for three reputable St. Louis title agencies and as regional underwriting counsel for a national title insurance underwriter. He is licensed to practice law in the state of Missouri, and is a member of the Bar Association of Metropolitan St. Louis. Mr. Banjak earned his B.S. degree from Indiana University and his J.D. degree from Washington University in St. Louis.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
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.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
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.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us