Business & Securities Law

IN Specific

Indiana Business Law 2024

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Laurie Martin
Michael Smith
R. Alexander Swider
Caitlin Rieser
Helen Cooper
Cari Sheehan
With Laurie E. Martin from Hoover Hull Turner LLP + 5 others
Recorded December 04, 2024
Product ID 99282

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Overview

Stay Up to Date on the Critical Laws and Practice Trends

The only way to stay competitive is to keep up-to-date on the latest legal and business trends. Focusing on the most common topics you deal with on a regular basis, this online seminar will help you better negotiate contracts, select the right entity for specific clients, handle the latest employment law issues, tackle tax matters, and much more. Get practical insights from experienced professionals who handle these areas of business law on a daily basis. Don't miss this opportunity to hone your skills. Register today!

  • Gain invaluable insight on the latest state and federal rules, regulations, and recent developments in business law.
  • Learn how to effectively negotiate contract provisions to avoid risk and liability.
  • Learn the key elements of properly selecting and forming LLCs, S-Corps, and C-Corps.
  • Get the latest tax strategies and find ways to use them to your business client's advantage.
  • Review the top issues in employment law, including discrimination, harassment, and leave.
  • Ensure you or your clients are not crossing ethical lines in business law, including conflicts of interest and attorney fees.

Abbreviated Agenda

  1. Maintaining Ethics in Business Law
  2. State and Federal Legislative, Market, and Case Law Update
  3. Business Contracts: Drafting and Negotiations
  4. Choice of Entity and Formation Documents
  5. Small Business Updates: Beneficial Ownership Information Reporting, State Reporting, Planning Changes, etc.
  6. Essential Business Tax Update
  7. State Employment Law Considerations
  8. Buying and Selling a Business
Product ID 99282

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Maintaining Ethics in Business Law

    1. Avoiding Conflicts of Interest
    2. Multiple-Party Representation
    3. The Role of the Attorney: Who is the Client?
    4. Attorney Fee Provisions and Costs
    5. Banking and Financing
  2. State and Federal Legislative, Market, and Case Law Update

    1. State/Federal Business Laws You Must Know
    2. Current Legal and Business Market Changes
    3. Digital Assets, Cryptocurrencies, Generative AI, and Other Business Tech Trends
    4. Reviewing Critical Case Law
  3. Business Contracts: Drafting and Negotiations

    1. Reviewing UCC Provisions and State Laws
    2. Examining Boilerplate Provisions
    3. Negotiating Contractual Risk: Indemnification, Reps and Warranties, NDAs, Non-Competes
    4. Reviewing and Red Lining Considerations
    5. Top Legal Mistakes Made in Contracts
  4. Choice of Entity and Formation Documents

    1. Choosing the Right Legal and Tax Entity (LLC, C-Corp, S-Corp, Partnership)
    2. State Licensing and Registration Procedures
    3. How to Form Each Entity
    4. Drafting Operating Agreements/Bylaws
    5. Forming an LLC to Purchase Real Estate
    6. Forming/Using LLCs to Protect Assets
  5. Small Business Updates: Beneficial Ownership Information Reporting, State Reporting, Planning Changes, etc.

  6. Essential Business Tax Update

    1. State and Federal Tax Law Updates
    2. Recognizing Income
    3. Capital Gains Planning
    4. Critical Deductions
    5. Small Business Taxation Update
  7. State Employment Law Considerations

  8. Buying and Selling a Business

    1. Reviewing Processes and Procedures
    2. Handling Due Diligence
    3. Structuring Asset and Stock Purchases Advantageously

Who Should Attend

This intermediate level online seminar is developed for the following practitioners attorneys, accountants, tax professionals, business executives and paralegals.

Speakers

Laurie E Martin
Laurie E.
Martin
Hoover Hull Turner LLP
Michael R Smith
Michael R.
Smith
Harshman Ponist Smith & Rayl, LLC
R. Alexander Swider
R. Alexander
Swider
Barnes & Thornburg LLP
Caitlin G Rieser
Caitlin G.
Rieser
Dentons
Helen V Cooper
Helen V.
Cooper
Dentons
Cari L Sheehan
Cari L.
Sheehan
Taft Stettinius & Hollister, LLP
Speaker bio
Laurie E Martin

Laurie E. Martin

Hoover Hull Turner LLP
Laurie Martin

is a partner with Hoover Hull Turner LLP. She practices in the areas of business litigation, employment litigation and consulting, and ERISA litigation. Ms. Martin advises and defends employers facing claims, including employment discrimination, wrongful discharge, blacklisting or defamation, wage and hour disputes, enforcement of covenants not to compete, ERISA, and benefit litigation and trade secret misappropriation; including representation in actions before the Equal Employment Opportunity Commission, state and local agencies, and federal and state courts. She also represents large and small businesses, insurers, ERISA plans, health care providers and individuals in commercial disputes, including contract enforcement and interpretation, and business torts, including breach of fiduciary duty and fraud. Ms. Martin earned her B.A. degree, magna cum laude, from Butler University; and her J.D. degree, summa cum laude, from Indiana University School of Law, Indianapolis. She also served as a judicial intern for the Honorable Chief Judge Larry J. McKinney in the U.S. District Court for the Southern District of Indiana. Ms. Martin is a frequent speaker and author on topics related to her areas of practice. She sits on the Executive Committee of the Indianapolis Bar Association's Labor and Employment Section. Ms. Martin is a member of the American, Seventh Circuit, Indiana State, and Indianapolis bar associations.

Speaker bio
Michael R Smith

Michael R. Smith

Harshman Ponist Smith & Rayl, LLC
Michael Smith

is a partner with Harshman Ponist Smith & Rayl, LLC and his practice areas include business law, criminal defense, civil litigation, and estate planning and probate. He has been an Indiana attorney for more than 25 years, sometimes explains that he is in his third career. Mr. Smith's first career was as a chemical engineer with Eli Lilly and Company after graduating from Vanderbilt University. From 1978 through 1993 (with two years out to get a master's degree in chemical engineering from Purdue University), he worked in manufacturing and process development areas and as a department head of biochemical engineering. Mr. Smith completed law school while he was working full time in those positions. His second career began when he finished law school in 1993 and joined Lilly's Law Division as in-house counsel, where his responsibilities included environmental law, securities, and commercial transactions. While working as an attorney with Lilly's commercial transactions group, Mr. Smith worked on a variety of strategic sourcing initiatives, joint ventures, and other transactions. He also developed a system for writing and maintaining contract templates for use by the company's procurement professionals in areas as diverse as laboratory research, construction, advertising, and market research. Mr. Smith began his third career in 2008 as a business lawyer in private practice, when he left Lilly and opened a solo practice in Fishers, Indiana, known as Michael Smith Law Office, LLC, focusing on business and commercial transactions, limited liability companies (or LLCs), corporations and corporate law, nonprofit organizations, and estate planning. In 2009, the name of the firm changed to Smith Rayl Law Office, LLC, when he was joined by Attorney Susan Rayl, who opened an office in Indianapolis practicing criminal defense. Mr. Smith brings this extensive business law experience to Harshman Ponist, where he concentrates on providing personal service and practical advice to businesses, especially small businesses, their owners, and nonprofit organizations.

Speaker bio
R. Alexander Swider

R. Alexander Swider

Barnes & Thornburg LLP
R. Alexander Swider

is an associate with Barnes & Thornburg LLP. He advises private equity funds, large public corporations and privately held companies of all sizes and at every stage of development on a wide variety of corporate law matters. Mr. Swider advises clients in negotiating complex merger and acquisition deals, venture capital and private equity investments, and regarding tax structuring and analysis. He advises early stage emerging companies on formation, growth financing and successful exits by sale, merger or public offering. Additionally, Mr. Swider counsels venture capital, angel investors, as well as family offices, on formation, planning and executing investment strategies, structures, and exit strategy and execution. He enjoys working with founders of start-up companies on the ground floor to help put them in the best position to raise capital from friends and family, seed-stage and venture capital. In addition to M&A and deal formation, Mr. Swider also counsels clients in a variety of general corporate day-to-day matters, including entity formation, corporate governance, customer/supplier contract drafting, and equity compensation arrangements. He also advises on the compliance and antitrust issues that often arise in M&A and other transactions for growing companies. Mr. Swider gained legal experience as a summer associate in the firm's Indianapolis office and as a judicial extern for the Honorable Robyn L. Moberly of the U.S. Bankruptcy Court for the Southern District of Indiana. Prior to attending law school, he was a senior associate with accounting firm Katz, Sapper & Miller LLP, where he worked as a financial auditor in Indianapolis.

Speaker bio
Caitlin G Rieser

Caitlin G. Rieser

Dentons
Caitlin Rieser

is a member of Dentons' tax group, and focuses her practice on federal transactional tax issues of business entities, including partnerships, limited liability companies, and S and C corporations. She counsels business owners on various tax matters, including corporate governance and compliance, ownership interest or stock sales, mergers, conversions, reorganizations/restructures and dissolutions, among many others. Ms. Rieser often assists clients with drafting operating agreements, partnership agreements, bylaws, meeting minutes, resolutions, and other corporate documents. She also has experience in the M&A field and has assisted with stock purchase agreements, merger agreements and related transactional documents. Ms. Rieser also helps clients by identifying, analyzing and advising on eligibility for various federal business tax credits and incentives, including the research and development tax credit, COVID-19 related tax credits and cost-segregation analyses. Her experience also includes the formation and governance of nonprofits and tax-exempt entities and advising on various state and local taxation issues. In all areas of her practice, Ms. Rieser aims to help her clients achieve their legal and tax business goals and to structure their organizations as tax efficiently as possible. She earned her B.A. degree, magna cum laude, from University of Louisville; her J.D. degree, magna cum laude, from University of Louisville Brandeis School of Law; and her LL.M. degree in taxation from Boston University.

Speaker bio
Helen V Cooper

Helen V. Cooper

Dentons
Helen Cooper

is a member of Dentons' U.S. tax practice. She assists clients at all stages of the tax return lifecycle, from identifying business goals, such as maximizing tax efficiencies and minimization of risk, to transaction planning, defending tax positions and negotiating post-assessment collection compromises. Ms. Cooper advises on a variety of issues, such as complex financings, restructurings and reorganizations, charitable organizations, loss planning and tax disputes. She also advises clients on developments in the Internal Revenue Code, regulations, and case law to help identify new planning strategies or modify current ones. Before joining Dentons, Ms. Cooper worked at EY, where she was part of teams serving mid-size to Fortune 500 Companies. In the tax controversy space, she worked on large business & international (LB&I) and small business/self-employed (SB/SE) Internal Revenue Service audit engagements for corporations and pass-through entities throughout the Midwest and South. Ms. Cooper has helped with IDR responses, document productions, protests and appeals presentations. In the planning space, she worked on teams that engaged in accounting methods planning and adoption, where she regularly interfaced with EY national tax to help prepare accounting method changes. Ms. Cooper has also worked on research and development credit studies, including for a client that claimed over $20 million in federal and state credits, and a meals and entertainment study for a utility company in the southeast, which used statistical sampling. Additionally, she has assisted with tax planning and defense for companies in the manufacturing, construction and software industries. Ms. Cooper served on teams that submitted requests for proposal to an EY G360 client and for a large in-bound Canadian company. She is a certified public accountant. Before becoming a CPA, Ms. Cooper practiced law at a multi-state creditor's rights firm, where she specialized in pre- and post-judgment collections. Her experience includes representing institutional clients in state and federal court actions. Ms. Cooper also worked on the firm's litigation team that defended attorneys in federal Fair Debt Collection Practices Act (FDCPA) cases. In law school, she served as a tax extern in the IRS Office of Chief Counsel, where she helped with a complex tax shelter case. Ms. Cooper earned her B.A. degree from Bellarmine University, her M.A. degree from Trinity College Dublin, and J.D. degree from University of Louisville Brandeis School of Law. She is admitted to practice in Kentucky and Indiana.

Speaker bio
Cari L Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister, LLP
Cari Sheehan

is an assistant general counsel with Taft Stettinius & Hollister, LLP. With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, she serves as the firm's assistant general counsel with Taft Stettinius & Hollister, LLP. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, she assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. In addition, she assists in providing ethical training and education within the firm to its attorneys and staff. Ms. Sheehan is an adjunct professor at the IU Robert H. McKinney School where she teaches professional responsibility. She is also a former assistant clinical professor of business law and ethics at the Kelley School of Business. She is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields and contributing to the advancement of knowledge and practice in these domains. Ms. Sheehan is a frequent presenter and author on ethics and professionalism in the legal industry. She is a reoccurring author with the Res Gestae regarding the ethics curbstone and has been quoted in publications for her knowledge on ethical topics. Ms. Sheehan is also an avid speaker, having given over 200 seminars on ethics and professionalism for various local and national platforms. Her primary area of research is regarding the ethics of AI and how it affects the legal and business community.

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