Business & Securities Law

4.49

Advanced Business Formation: Top Tactics and Challenges

Credits Available
Credit Status Total
Alaska 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
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
OnDemand
5 hours 49 minutes
Joseph Mandarino
Milton Thompson
Marcus Hodge
Adam Matasar
Rick Geiger
Kenneth Votre
David Lowe
With Joseph C. Mandarino from Smith, Gambrell & Russell, LLP + 6 others
Recorded May 08, 2024
Product ID 98549

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Overview

Legal Updates and Advanced Tactics for Experienced Practitioners

This course is designed for seasoned business attorneys seeking in-depth insights into the intricacies of business formation. Prevent problems before they arise and pave the way for strategic growth. Take your skills to the next level - register today!

  • Understand and implement complex equity structures to meet specific client needs.
  • Ensure CTA beneficial ownership reporting compliance with up-to-the-minute updates.
  • Identify and navigate potential pitfalls in financing transactions.
  • Craft risk management strategies to protect client interests.
  • Develop effective tax-planning strategies for clients.
  • Explore ethical considerations specific to business law practice.

Abbreviated Agenda

  1. Top Business Entity Options, Complex Equity Structures, DAOs
  2. Registration and Compliance, CTA BOI Reporting Updates
  3. Advanced Financing and Capitalization Tactics and Pitfalls
  4. Growth and Scalability Planning, Risk Management
  5. Intellectual Property Challenges
  6. Corporate Governance and Data Privacy Considerations
  7. Succession and Exit Planning
  8. Tax Planning Tactics
  9. Trouble Spots and Disputes in Partnership and Operating Agreements
  10. Thorny Legal Ethics Issues for Business Attorneys
Product ID 98549

Credit Details

Credits Available
Credit Status Total
Alaska 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
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Top Business Entity Options, Complex Equity Structures, DAOs

  2. Registration and Compliance, CTA BOI Reporting Updates

  3. Advanced Financing and Capitalization Tactics and Pitfalls

  4. Growth and Scalability Planning, Risk Management

  5. Intellectual Property Challenges

  6. Corporate Governance and Data Privacy Considerations

  7. Succession and Exit Planning

  8. Tax Planning Tactics

  9. Trouble Spots and Disputes in Partnership and Operating Agreements

  10. Thorny Legal Ethics Issues for Business Attorneys

    1. Confidentiality Pitfalls and Data Security Concerns
    2. Potential Attorney Fee Disputes
    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

Joseph C Mandarino
Joseph C.
Mandarino
Smith, Gambrell & Russell, LLP
Milton O Thompson
Milton O.
Thompson
Bleeke Dillon Crandall
Marcus B Hodge
Marcus B.
Hodge
ASC Forensic, LLC
Adam N Matasar
Adam N.
Matasar
Jones Walker LLP
Rick S Geiger Esq.
Rick S.
Geiger, Esq.
Law Office of Rick S. Geiger, LLC & Geiger Gaming Law
Kenneth A Votre
Kenneth A.
Votre
Votre & Associates, P.C.
David A Lowe
David A.
Lowe
Keegan, Juban, Lowe & Robichaux, LLC
Speaker bio
Joseph C Mandarino

Joseph C. Mandarino

Smith, Gambrell & Russell, LLP
Joseph Mandarino

is an attorney with the law firm of Smith, Gambrell & Russell, LLP. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. Mr. Mandarino's articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes TodayJournal of Real Estate TaxationJournal of S Corporation TaxationJournal of Multistate TaxationTax & Finance Newsletter and NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, White House Conference on Small Businesses, U.S. Small Business Administration, Georgia Electronic Commerce Association, Federation of Exchange Accommodators, International Reinsurance Conference, Service Corps of Retired Executives, and the United Way as well as several panel-type TV discussion programs. Mr. Mandarino earned his B.A. degree from the University of Toronto; his J.D. degree, cum laude, from Loyola University School of Law; and his LL.M. degree from New York University School of Law.

Speaker bio
Milton O Thompson

Milton O. Thompson

Bleeke Dillon Crandall
Milton Thompson

is an attorney and of counsel with the law firm of Bleeke Dillon Crandall. He is most recognized for sports and entertainment law, but also focuses on business law and consulting for entrepreneurs and non-profits, small business financing, and MBE and WBE certification. Mr. Thompson earned his B.A. degree from Wittenberg University and his J.D. degree from Indiana University School of Law, Bloomington. His commitment to the community is attested by his many civic involvements, including vice chair of the Indianapolis Foundation. Mr. Thompson has also served as the president of the Indiana University School of Law Board of Visitors, and as president of its Alumni Association. In addition, he was the former general counsel to the Pan American Games and held the position of vice president of Indiana Sports Corporation. A former deputy prosecuting attorney for Marion County, Mr. Thompson's honors include the 2004 Business & Philanthropy Award from the National Center for Black Philanthropy, Washington, D.C., as well as being listed as an Indiana Super Lawyer in the March 2005 issue of Indianapolis Monthly Magazine.

Speaker bio
Marcus B Hodge

Marcus B. Hodge

ASC Forensic, LLC
Marcus Hodge

, CPA/ABV/CFF, MBA, CFE is the owner of ASC Forensic, LLC, with offices in Asheville, North Carolina and Spartanburg, South Carolina. He founded ASC Forensic, LLC in 2009 to provide forensic accounting, business valuation, and business intelligence services throughout the United States. Mr. Hodge is a certified public accountant, licensed in South Carolina and North Carolina; accredited in business valuation by the American Institute of Certified Public Accountants; certified in financial forensics by the American Institute of Certified Public Accountants; and certified by the Association of Certified Fraud Examiners as a certified fraud examiner. He earned his B.A. degree from Clemson University and his M.B.A. degree in accounting from Coastal Carolina University. Mr. Hodge is a member of the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.

Speaker bio
Adam N Matasar

Adam N. Matasar

Jones Walker LLP
Adam Matasar

is an attorney with Jones Walker LLP, where he represents corporate clients ranging from start-ups to public companies in a wide variety of matters, including mergers and acquisitions, debt and equity offerings, governance, public disclosure, real estate and other joint ventures, and a broad array of other corporate matters and commercial transactions. Mr. Matasar earned his B.A. degree from Tulane University and his J.D. degree, summa cum laude and Order of the Coif, from Tulane University Law School. He was the managing editor of the Tulane Law Review and president of the Tulane Law School Civil Law Society. Mr. Matasar is admitted to practice in Louisiana.

Speaker bio
Rick S Geiger Esq.

Rick S. Geiger, Esq.

Law Office of Rick S. Geiger, LLC & Geiger Gaming Law
Rick Geiger

is the principal at the Law Office of Rick S. Geiger, LLC & Geiger Gaming Law. He has a traditional business, and business litigation practice, including business start-ups, contracts, employment law, and general litigation. Mr. Geiger is also a well-known expert in gaming and gambling law, including online gaming and gambling, traditional casino gaming, e-sports law, software licensing, legal compliance for gaming and gambling, econometric analysis for casinos, and gaming companies. He is also a business executive with extensive experience in technology management. Mr. Geiger has the unique background and experience of working both as an attorney and as a business executive in all aspects of gaming, virtual worlds gaming, payment systems, and gaming business management. He holds an M.B.A. degree from the Simon School at the University of Rochester and a J.D. degree from the State University of New York at Buffalo School of Law. Mr. Geiger is a member of the New York State Bar Association and U.S. district courts and appellate courts.

Speaker bio
Kenneth A Votre

Kenneth A. Votre

Votre & Associates, P.C.
Kenneth Votre

is an attorney at Votre & Associates, P.C. He practices commercial litigation, taxation, tax litigation, international business litigation, legal malpractice, and intellectual property litigation. Mr. Votre earned his bachelor's degree from the University of Bridgeport, as well as his J.D. degree, magna cum laude. He earned his LL.M. degree in taxation from the University of Bridgeport and his LL.M. degree in international and comparative law from Georgetown University Law Center. Mr. Votre is admitted to practice law in Connecticut; New York; U.S. District Court, District of Connecticut; U.S. Tax Court; U.S. Court of Appeals, Federal and Second circuits; U.S. Court of International Trade; U.S. Supreme Court; and U.S. District Court, Northern District of Illinois.

Speaker bio
David A Lowe

David A. Lowe

Keegan, Juban, Lowe & Robichaux, LLC
David Lowe

is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, corporate matters, employment law, personal injury, and successions. Mr. Lowe is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. He has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court. Mr. Lowe is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. He earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.

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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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