Business & Securities Law

Small Business Formation: Part II

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 Upon Request 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 57 minutes
Steven Horowitz
With Steven A. Horowitz from Horowitz & Rubenstein, LLC
Recorded December 03, 2024
Product ID 99369

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Overview

Tailored Approaches to Compliance, Succession Planning, and Valuations

New small businesses face a number of unique challenges, from costly permits and compliance to succession planning. This focused legal guide offers experienced practitioners' hard-won tactics for tailoring business formation approaches to small and solo companies. Ensure every client gets the best chance of success - register today!

  • Adopt best practices for using buy-sell agreements and other estate planning devices in business succession planning.
  • Help new small businesses obtain all the necessary permits and licenses.
  • Learn which valuation methods match up best with low capital solo professional practices and other small companies.
  • Get starter documents for tailored business contracts, including SaaS agreements and vendor contracts.

Abbreviated Agenda

  1. Setting Up Essential Business Contracts: Leases, Vendor Agreements, Tech Contracts, etc.
  2. Permits, Licenses, and Insurance Concerns
  3. Family Business Succession Planning
  4. Small Business Valuations

Related Topics

Product ID 99369

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 Upon Request 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. Setting Up Essential Business Contracts: Leases, Vendor Agreements, Tech Contracts, etc.

  2. Permits, Licenses, and Insurance Concerns

  3. Family Business Succession Planning

    1. Reviewing Governing Documents and Contracts
    2. Buy-Sell Agreements
    3. Estate Planning During Life
    4. Planning After Death

  4. Small Business Valuations

Who Should Attend

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

Speakers

Steven A Horowitz
Steven A.
Horowitz
Horowitz & Rubenstein, LLC
Speaker bio
Steven A Horowitz

Steven A. Horowitz

Horowitz & Rubenstein, LLC
Steven Horowitz

is a founding partner at Horowitz & Rubenstein, LLC, a law firm specializing in taxation. He is a person who embraces change and always finds a way when others say it is not possible. Mr. Horowitz is a man who has been instrumental in arguing several issues that have become law. He is very philanthropic and enjoys helping and educating others. This is why Mr. Horowitz served as a special professor of estate planning, estate and gift tax, and partnership tax law at the Maurice A. Deane School of Law at Hofstra University for eight years in a row. As a professional speaker, he is able to share ideas with larger audiences. Mr. Horowitz is also a multi-award winner, a nationally published author (with nearly 100 nationally published articles), and has volunteered on many not-for-profit boards. He earned his bachelor's degree from Hofstra University, his J.D. degree from Maurice A. Deane School of Law at Hofstra University and his M.B.A. degree from Frank G. Zarb School of Business at Hofstra University.

View full profile

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