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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
- Top Business Entity Options, Complex Equity Structures, DAOs
- Registration and Compliance, CTA BOI Reporting Updates
- Advanced Financing and Capitalization Tactics and Pitfalls
- Growth and Scalability Planning, Risk Management
- Intellectual Property Challenges
- Corporate Governance and Data Privacy Considerations
- Succession and Exit Planning
- Tax Planning Tactics
- Trouble Spots and Disputes in Partnership and Operating Agreements
- Thorny Legal Ethics Issues for Business Attorneys
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 05-08-2026 |
| Arizona CLE |
|
6 Total | 05-08-2026 |
| California CLE |
|
6 Total | 05-08-2026 |
| Colorado CLE |
|
7 Total | 12-31-2026 |
| Connecticut CLE |
|
6 Total | 05-08-2026 |
| Delaware CLE |
|
6 Total | 05-08-2026 |
| Georgia CLE |
|
6 Total | 12-31-2025 |
| Hawaii CLE |
|
6 Total | 05-08-2026 |
| Idaho CLE |
|
6 Total | |
| Illinois CLE |
|
6 Total | 05-07-2026 |
| Maine CLE |
|
6 Total | 05-07-2026 |
| Minnesota CLE |
|
6 Total | 05-08-2026 |
| Missouri CLE |
|
6 Total | 05-08-2026 |
| Northern Mariana Islands CLE |
|
6 Total | 05-08-2026 |
| Montana CLE |
|
6 Total | 05-08-2027 |
| North Dakota CLE |
|
6 Total | 05-08-2027 |
| Nebraska CLE |
|
6 Total | 05-08-2026 |
| New Hampshire CLE |
|
6 Total | 05-08-2027 |
| New Mexico CLE |
|
6 Total | 05-08-2026 |
| Nevada CLE |
|
6 Total | 05-08-2027 |
| New York CLE |
|
7 Total | 05-08-2027 |
| Oklahoma CLE |
|
7 Total | 05-08-2026 |
| Oregon CLE |
|
6 Total | 05-08-2027 |
| Pennsylvania CLE |
|
6 Total | 05-08-2026 |
| Vermont CLE |
|
6 Total | 05-08-2026 |
| Washington CLE |
|
6 Total | 05-07-2029 |
| Wisconsin CLE |
|
7 Total | 12-31-2025 |
| West Virginia CLE |
|
7.2 Total | 05-08-2026 |
Select Jurisdiction
CLE
Agenda
-
Top Business Entity Options, Complex Equity Structures, DAOs
-
Registration and Compliance, CTA BOI Reporting Updates
-
Advanced Financing and Capitalization Tactics and Pitfalls
-
Growth and Scalability Planning, Risk Management
-
Intellectual Property Challenges
-
Corporate Governance and Data Privacy Considerations
-
Succession and Exit Planning
-
Tax Planning Tactics
-
Trouble Spots and Disputes in Partnership and Operating Agreements
-
Thorny Legal Ethics Issues for Business Attorneys
- Confidentiality Pitfalls and Data Security Concerns
- Potential Attorney Fee Disputes
- Doing Business With Clients
- Attorneys Serving on Board of Directors
- 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
Speaker bio
Joseph C. 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 Today, Journal of Real Estate Taxation, Journal of S Corporation Taxation, Journal of Multistate Taxation, Tax & 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
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
, 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
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.
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
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
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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