Business & Securities Law

OH Specific

Ohio Business Law 2024

Credits Available
Credit Status Total
Ohio CLE Approved 6 Total
OnDemand
5 hours 52 minutes
Gary Zwick
Kessia Cericola
Todd Masuda
Priscilla Hapner
Courtney Sparks White
With Gary A. Zwick from Walter | Haverfield LLP + 4 others
Recorded December 02, 2024
Product ID 99284

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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. State and Federal Legislative, Market, and Case Law Update
  2. Business Contracts: Drafting and Negotiations
  3. Choice of Entity and Formation Documents
  4. Essential Business Tax Update
  5. State Employment Law Considerations
  6. Buying and Selling a Business
  7. Business Valuations
  8. Dissolution and Business Succession Plans
  9. Maintaining Ethics in Business Law
Product ID 99284

Credit Details

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

Agenda

All times are shown in
  1. 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
    5. New CTA Ownership Reporting Requirements
  2. 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
  3. 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
  4. 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
  5. State Employment Law Considerations

  6. Buying and Selling a Business

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

  8. Dissolution and Business Succession Plans

  9. 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

Who Should Attend

This intermediate level online seminar is developed for the following practitioners:

  • Attorneys
  • Accountants
  • Tax Professionals
  • Business Executives
  • Paralegals

Speakers

Gary A Zwick
Gary A.
Zwick
Walter | Haverfield LLP
Kessia C Cericola
Kessia C.
Cericola
Cericola Legal Solutions
Todd K Masuda
Todd K.
Masuda
Masuda Law, LLC
Priscilla Hapner
Priscilla
Hapner
Office of Priscilla Hapner
Courtney Sparks White
Courtney
Sparks White
Blue Sky Business Valuation, LLC
Speaker bio
Gary A Zwick

Gary A. Zwick

Walter | Haverfield LLP
Gary Zwick

is head of the tax and wealth management section of the law firm of Walter | Haverfield LLP, in Cleveland, Ohio, where he practices law primarily in the area of taxation with an emphasis in estate planning, qualified plans, mergers and acquisitions, general taxation, and family business consulting. He is a fellow of the American College of Tax Counsel, a certified public accountant and is board-certified in federal tax law by the Ohio State Bar Association. Mr. Zwick is listed in Best Lawyers in America, Ohio Super Lawyers and the Worth Magazine list of 100 top lawyers. He is a frequent speaker for various business and professional groups on a variety of issues related to taxation and estate planning. In addition, Mr. Zwick has written numerous articles and publications on tax issues. He co-wrote, Tax and Financial Planning for the Closely Held Family Business, American Law Institute-American Bar Association. Mr. Zwick also co-wrote, Transferring Interests in the Closely Held Family Business, American Law Institute-American Bar Association. In 2011, he was selected by the Estate Planning Council of Cleveland as the Estate Planner of the year. Mr. Zwick earned his B.B.A. degree from Kent State University; his J.D. degree from Cleveland State University, Cleveland-Marshall College of Law; and his LL.M. degree from Georgetown University Law Center. He is a member of the American Institute of CPAs (member, Tax Division); the American Bar Association (member, Tax Section); the Cleveland Tax Club; the Cleveland Estate Planning Council; and the Cleveland Bar Association (member, Tax Section and Estate Planning Probate and Trust Law Section).

Speaker bio
Kessia C Cericola

Kessia C. Cericola

Cericola Legal Solutions
Kessia Cericola

is an attorney at her firm, Cericola LLC, where she helps individuals, businesses and entrepreneurs with their legal business needs. She is passionate about helping entrepreneurs to start their businesses, providing sound legal advice to business partners. Ms. Cericola pays close attention to her clients' needs and manages their legal risk through customized contracts, agreements and other solutions. Her diverse background, broad network and cultural sensitivity adds great value to her clients. Ms. Cericola earned her LL.B. degree from Faculdade de Direito de São Bernardo do Campo and her LL.M. degree from the Ohio State Moritz College of Law. She is licensed to practice in the U.S. and Brazil.

Speaker bio
Todd K Masuda

Todd K. Masuda

Masuda Law, LLC
Todd Masuda

serves privately held and nonprofit companies as "outside general counsel" on transactional, commercial, and employment law matters with his firm Masuda Law, LLC, in Cleveland. Formalizing business relationships with contracts is a core part of his practice, and he believes the key to getting it right is understanding client priorities. He enjoys presenting to various groups on business law issues, including general business law, employment, LLC/entity, nonprofit, and contract topics, and is glad to deliver these talks for NBI's audience. He is a member of the OSBA and the Cleveland Metropolitan Bar Association. He is also a righteous member of the solo/small firm lawyer tribe and enjoys supporting and working with other independent lawyers. He earned his JD, cum laude, from CWRU Law School and his BA, summa cum laude, from the City College of New York.

Speaker bio
Priscilla Hapner

Priscilla Hapner

Office of Priscilla Hapner
Priscilla Hapner

is an employment law attorney with the Office of Priscilla Hapner, where she consults with management of all sizes and in a variety of industries concerning compliance with state and federal employment laws. Ms. Hapner is admitted to practice in Ohio and the federal courts of appeal for the Second, Third, Sixth and D.C. circuits; as well as the U.S. Court for the Northern and Southern districts of Ohio, Western District of Pennsylvania and Eastern District of Michigan. She has been regularly listed as one of Central Ohio's Top Lawyers by Columbus CEO Magazine. Ms. Hapner earned her B.A. degree from The Ohio State University and J.D. degree, summa cum laude, from The Ohio State University Moritz College of Law.

Speaker bio
Courtney Sparks White

Courtney Sparks White

Blue Sky Business Valuation, LLC
Courtney Sparks White

J.D. LL.M., ASA, CVA, MAFF is a partner with Blue Sky Business Valuation, LLC. She works with business owners, attorneys, and advisors on transactional valuation matters and other complex financial issues that arise in family law matters. Ms. Sparks White has testified over 65 times in numerous counties throughout Ohio. She is an accredited senior appraiser (American Society of Appraisers), a certified valuation analyst and master analyst in financial forensics (both through the National Association of Certified Valuators and Analysts). Ms. Sparks White earned a B.A. degree in mathematics from Vanderbilt University and both her J.D. and LL.M. (tax) degrees from Capital University Law School.

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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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