Business & Securities Law

4.33

Small Business Formation: Part I

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 58 minutes
Andrew Kazin
Mark Kimball
With Andrew Kazin from Bronster, LLP + 1 other
Recorded November 14, 2024
Product ID 99368

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Overview

Help Smaller Start-Ups Succeed From the First Step

Closely held and solely operated businesses are the most common new ventures in the U.S. To address their unique needs and set them up for success, you'll need a special set of legal tools, distinct from large business formation. This focused legal guide offers essential knowledge of small and solo business entity selection, formation documents and bylaws, and more. Register today!

  • Explore preliminary matters, including compensation, ownership agreements, and division of accountant and attorney responsibilities.
  • Work through specific formation scenarios to help predict likely outcomes.
  • Predict tax implications of entity choice and plan for self-employment tax.
  • Compile a list of small business resources you can offer your clients.

Abbreviated Agenda

  1. Getting Started
  2. Entity Selection and Formation Documents
  3. Entity Selection Case Studies
  4. Essential Tax Considerations

Related Topics

Product ID 99368

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Getting Started

    1. Mapping Out the Life and Goals of the Business
    2. Gathering What You Need From the Client
    3. Who's Doing What: Accountant, Attorney, and Client Roles
    4. Name Registration
    5. Compensation Structure
    6. Ownership Agreements
    7. Controlling Legal Costs

  2. Entity Selection and Formation Documents

    1. Liability Protection
    2. Convenience and Flexibility
    3. Capital Needs and Structure
    4. Contributions and Financing
    5. Effective Management and Voting Structures
    6. Transfer of Interests

  3. Entity Selection Case Studies

    1. Small Family Businesses
    2. Single Owner
    3. Real Estate
    4. Multiple Investors

  4. Essential Tax Considerations

    1. Tax Implications of Entity Selection: Pass-Through Entity Options
    2. Self-Employment Tax
    3. Allocations and Tax

Who Should Attend

This program is designed for attorneys. Accountants, tax professionals, and paralegals may also benefit.

Speakers

Andrew Kazin
Andrew
Kazin
Bronster, LLP
Mark D Kimball
Mark D.
Kimball
MDK Law
Speaker bio
Andrew Kazin

Andrew Kazin

Bronster, LLP
Andrew Kazin

is Co-Chair of Bronster LLP's Litigation Department and focuses on business litigation, including partnership disputes, securities, employment, environmental, and real estate. He also provides corporate guidance and acts as General Counsel to corporate entities. He has tried jury, bench and arbitration matters to verdict and judgment and represents clients before the Appellate Division, First and Second Departments, United States Court of Appeals for the Second Circuit, and District Courts for the Southern, Northern and Eastern Districts of New York, District of Connecticut, New York Supreme Court, and the Financial Industry Regulatory Authority. Mr. Kazin is a member of the New York City Bar Association's Litigation, European Affairs and and UCC and Commercial Law Committees, the New York State Bar Association's Commercial and Federal Litigation Section and the International Bar Association's Litigation, Banking Law and Anti-Corruption Committees. He is also a member of the Federal Bar Council's American Inn of Court for the Second Circuit. Mr. Kazin has been selected every year as a Super Lawyer from 2016 to the present and has an AV Review rating from Martindale Hubbell. Mr. Kazin is a graduate of the Benjamin N. Cardozo School of Law. During law school, he clerked for Frank J. Scardilli, Chief Circuit Mediator at the United States Court of Appeals for the Second Circuit and the United States Department of Defense at the Pentagon. He was an adjunct professor of law at Hofstra University School of Law where he taught fundamental lawyering skills. He also lectures for the New York State Bar Association on judgment enforcement. Mr. Kazin is also a member of the Federal Bar Council's Small Firm Pro Bono Sub-Committee and performs pro bono work for immigrant families and Kids In Need of Defense ("KIND").

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Speaker bio
Mark D Kimball

Mark D. Kimball

MDK Law
Mark Kimball

is the founding shareholder of MDK Law, a firm emphasizing corporate, commercial and property law, and consulting in matters involving federal and international taxation. He is admitted to practice in Washington, New York, Texas and Oregon. Mr. Kimball is an adjunct professor of law at Eotvos Lorand and Masaryk Universities in Europe, and has served as a law school guest lecturer at Seattle University School of Law. He is also engaged as an expert witness in superior court cases involving limited liability companies, governance, and other member issues. Mr. Kimball has been admitted to the Second Circuit Bar (New York, Connecticut and Vermont), Fifth Circuit Bar (Texas and Louisiana), and the Oregon State Bar. He earned his J.D. degree and LL.M. (taxation) degree from the University of Washington School of Law, and also holds an LL.M. degree in transnational commercial practice from Europe. 

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