Business & Securities Law

4.27

Limited Liability Companies 2023-2024

Credits Available
Credit Status Total
Idaho CLE Upon Request 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Washington CLE Approved 6 Total
OnDemand
6 hours 7 minutes
Andrew Oh-Willeke
Micah Stewart
Kristin Moye
Noel Humphreys
Michael Gorby
Lindsay Harris
With Andrew G. Oh-Willeke from Andrew Oh-Willeke Law Office + 5 others
Recorded November 02, 2023
Product ID 97637

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Course Includes
$99

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Overview

Get Up to Date on LLC Changes and Avoid Costly Missteps

Recent years have brought several critical legal changes LLC members must abide by. Are your clients ready? Are you ready? Join us as our expert faculty bring you up to speed on the latest developments and teach best practices for drafting and reviewing operating agreements. Register today!

  • Come away with clear guidance on new beneficial ownership reporting rules for LLCs.
  • Review substantial changes to LLC planning tactics.
  • Explore managers' and members' rights and authority.
  • Determine which operating agreement provisions should be modified to fit the needs of clients.

Abbreviated Agenda

  1. Corporate Transparency Act Beneficial Ownership Reporting Requirements
  2. TCJA Lasting Impact: Resulting Case Law and Tax Planning Approaches
  3. Series and "Registered Series" LLC Update
  4. Partnership Audit Rules and Tax Law as It Relates to Partnerships
  5. Managers and Members and Fiduciaries: Changes to Rights, Roles, and Authority
  6. Updating Operating Agreements (With Sample Language)
  7. ChatGPT and Generative Artificial Intelligence (AI) in Contracts and Operating Agreements
  8. LLC Asset Protection: Case Law Update
  9. Ethical Considerations
Product ID 97637

Credit Details

Credits Available
Credit Status Total
Idaho CLE Upon Request 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Washington CLE Approved 6 Total
Select Jurisdiction

Agenda

All times are shown in
  1. Corporate Transparency Act Beneficial Ownership Reporting Requirements

  2. TCJA Lasting Impact: Resulting Case Law and Tax Planning Approaches

  3. Series and "Registered Series" LLC Update

  4. Partnership Audit Rules and Tax Law as It Relates to Partnerships

  5. Managers and Members and Fiduciaries: Changes to Rights, Roles, and Authority

  6. Updating Operating Agreements (With Sample Language)

  7. ChatGPT and Generative Artificial Intelligence (AI) in Contracts and Operating Agreements

  8. LLC Asset Protection: Case Law Update

  9. Ethical Considerations

    1. Avoiding Client Conflicts: Entity vs. Individual
    2. Representing Multiple Parties
    3. Preventing Fraudulent Transfers
    4. Attorney's Fiduciary Liability
    5. Attorney Fees and Engagement Agreements
    6. Data Security

Who Should Attend

This legal updates course is designed for attorneys. Accountants, tax professionals, wealth planners, business owners, and paralegals will also benefit.

Speakers

Andrew G Oh-Willeke
Andrew G.
Oh-Willeke
Andrew Oh-Willeke Law Office
Micah J Stewart
Micah J.
Stewart
LaPorte CPAs & Business Advisors
Kristin Moye
Kristin
Moye
Windrose Law Center
Noel D Humphreys
Noel D.
Humphreys
Connell Foley LLP
Michael J Gorby
Michael J.
Gorby
Gorby Peters Law
Lindsay M Harris
Lindsay M.
Harris
Harris Law & Co.
Speaker bio
Andrew G Oh-Willeke

Andrew G. Oh-Willeke

Andrew Oh-Willeke Law Office
Andrew Oh-Willeke

is a sole practitioner with Andrew Oh-Willeke Law Office in Denver, Colorado, with 24 years of experience. His practice includes business transactions; tax planning; estate planning, including asset protection planning; commercial litigation in and out of bankruptcy court; probate administration; and tax litigation. Mr. Oh-Willeke is a past professor at the College for Financial Planning. He earned his B.A. degree from Oberlin College and his J.D. degree, cum laude, from the University of Michigan. Mr. Oh-Willeke is admitted to practice law in Colorado and New York. He is a member of the Colorado Bar Association.

Speaker bio
Micah J Stewart

Micah J. Stewart

LaPorte CPAs & Business Advisors
Micah Stewart

is director of tax services with LaPorte CPAs & Business Advisors, where he has extensive experience in international tax planning, tax planning for partnerships, s-corporations and corporations. Mr. Stewart is a member of the American and Louisiana State bar associations, and the Louisiana Association of Business & Industry. He earned his B.A. degree from Loyola University, his J.D. degree from Loyola University College of Law, and his LL.M. degree in taxation from the University of Florida, Levin College of Law.

Speaker bio
Kristin Moye

Kristin Moye

Windrose Law Center
Kristin Moye

J.D., LL.M., is an attorney and business owner who love advising law firms about how to start, run, and manage an ethical (and profitable) practice. Ms. Moye also owns Windrose Law Center, an estate planning and business law firm. Prior to opening Windrose Law Center, she spent a number of years working at the State Bar of Arizona advising lawyers and staff about running and maintaining an ethical law practice. In addition to her work as a practicing attorney, Ms. Moye enjoys teaching and has extensive experience in legal education. Following law school, she earned her LL.M. from Pepperdine, where Ms. Moye wrote her thesis on best practices in legal education. Thereafter, she worked at the Arizona Supreme Court developing training for judges, judicial officers and court staff. Ms. Moye has been teaching in higher education for the last twelve years in both undergraduate paralegal programs, and as an adjunct professor. 

Speaker bio
Noel D Humphreys

Noel D. Humphreys

Connell Foley LLP
Noel Humphreys

is of counsel with Connell Foley LLP, where he limits his practice to business transactions, lending transactions, organizational governance and intellectual property. Mr. Humphreys is admitted to practice law in New Jersey and New York, and before the U.S. District Court of New Jersey and the U.S. District Court of New York (Eastern and Southern). He earned his B.A. degree from DePauw University, his M.S.J. degree from Columbia University, and his J.D. degree from Harvard University.

Speaker bio
Michael J Gorby

Michael J. Gorby

Gorby Peters Law
Michael Gorby

is a founder and partner with Gorby Peters & Associates, LLC. He is a nationally recognized leader in complex corporate disputes, professional negligence cases, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings and other public venues. Since 1998, Mr. Gorby has served as the program chair for the Institute of Continuing Legal Education in Georgia (an affiliate of the University of Georgia), on the topic of premises liability. He is also the author of a popular legal treatise, Premises Liability in Georgia, which is published by Thomson Reuters/West, and which is now in its third edition. Mr. Gorby serves as an instructor/lecturer for Georgia Tech Procurement Assistance Center (GTPAC) in the area of procuring government contracts, and is also a registered mediator. He earned his B.A. degree from Georgia State University and his J.D. degree from the University of Georgia School of Law.

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.

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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 14 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.

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