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Overview
Entity Formation, Bylaws, Contracts, and More
Business transactions law is a broad and diverse practice that requires specialized knowledge across many areas of the law. This comprehensive legal guide will help you build (or refresh) your fundamental skills required to advise business clients. Get up to speed on entity selection, formation procedure and management documents, essential business contracts, and more. Register today!
- Explore key tax and non-tax considerations involved in effective entity selection.
- Learn how to navigate business formation and draft operating agreements.
- Build your skills in drafting commonly used business contracts.
- Learn how to structure and negotiate business sales and acquisitions.
Abbreviated Agenda
- Entity Formation Decisions, Process, and Tactics
- Business Sales and Acquisitions
- Structuring Lines of Credit and Negotiating Loan and Finance Agreements
- Vendor Agreements and Independent Contractor Transactions
- Sales of Goods and Services Contracts
- Distribution and Production Agreements
- Negotiating Software Licensing and SaaS Agreements
- Legal Ethics of Business Transactions
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 03-26-2027 |
| Alabama CLE |
|
6 Total | 12-31-2025 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 03-26-2027 |
| California CLE |
|
6 Total | 03-26-2027 |
| Colorado CLE |
|
7 Total | 12-31-2027 |
| Connecticut CLE |
|
6 Total | 03-26-2027 |
| Delaware CLE |
|
6 Total | 03-26-2027 |
| Florida CLE |
|
7 Total | 09-30-2026 |
| Georgia CLE |
|
6 Total | 12-31-2025 |
| Hawaii CLE |
|
6 Total | 03-26-2027 |
| Iowa CLE |
|
6 Total | 03-26-2026 |
| Idaho CLE |
|
6 Total | 03-26-2030 |
| Illinois CLE |
|
6 Total | 03-25-2027 |
| Indiana CLE |
|
6 Total | 03-26-2026 |
| Kansas CLE |
|
7 Total | 03-25-2026 |
| Louisiana CLE |
|
6 Total | 03-26-2026 |
| Maine CLE |
|
6 Total | 03-25-2027 |
| Minnesota CLE |
|
6 Total | 03-26-2027 |
| Missouri CLE |
|
6 Total | 03-26-2027 |
| Northern Mariana Islands CLE |
|
6 Total | 03-26-2027 |
| Montana CLE |
|
6 Total | 03-26-2028 |
| North Carolina CLE |
|
6 Total | 02-28-2026 |
| North Dakota CLE |
|
6 Total | 03-26-2028 |
| Nebraska CLE |
|
6 Total | 03-26-2027 |
| New Hampshire CLE |
|
6 Total | 03-26-2028 |
| New Mexico CLE |
|
6 Total | 03-26-2027 |
| Nevada CLE |
|
6 Total | 03-26-2028 |
| New York CLE |
|
7 Total | 03-26-2028 |
| Ohio CLE |
|
6 Total | 12-31-2025 |
| Oklahoma CLE |
|
7 Total | 03-26-2027 |
| Oregon CLE |
|
6 Total | 03-26-2028 |
| Pennsylvania CLE |
|
6 Total | 03-26-2027 |
| South Carolina CLE |
|
6 Total | 12-31-2025 |
| Tennessee CLE |
|
6 Total | 03-25-2027 |
| Texas CLE |
|
6 Total | 02-26-2026 |
| Utah CLE |
|
6 Total | 12-31-2025 |
| Vermont CLE |
|
6 Total | 03-26-2027 |
| Washington CLE |
|
6 Total | 03-25-2030 |
| Wisconsin CLE |
|
7 Total | 12-31-2026 |
| West Virginia CLE |
|
7.2 Total | 03-26-2027 |
Select Jurisdiction
CLE
Agenda
-
Entity Formation Decisions, Process, and Tactics
- Entity Choice: Tax and Non-Tax Factors
- Drafting Bylaws and Operating Agreements
-
Business Sales and Acquisitions
- Stock vs. Asset Acquisitions
- Due Diligence
- Initial Agreements, Structuring the Deal
- Drafting Acquisition Agreements
-
Structuring Lines of Credit and Negotiating Loan and Finance Agreements
-
Vendor Agreements and Independent Contractor Transactions
-
Sales of Goods and Services Contracts
-
Distribution and Production Agreements
-
Negotiating Software Licensing and SaaS Agreements
-
Legal Ethics of Business Transactions
- Attorney Fees and Scope of Representation
- Duty of Confidentiality and Data Security
- Conflicts of Interest
- Candor in Negotiations
Who Should Attend
This legal guide is designed for attorneys. It may also benefit paralegals.
Speakers
Speaker bio
Allen Buckley
is an attorney and certified public accountant with Allen Buckley LLC in Atlanta. He practices in the areas of employee benefits (including pension and welfare benefits); executive compensation; ERISA and HIPAA; taxation, including IRS and Georgia controversy and collections matters; IRAs; complex returns; planning; whistleblower matters; estate (and lifetime) planning and general business planning, including (if desired) analysis of impacts of actions on entitlement eligibility, administrative law, litigation (often handled with one or more other attorneys) with respect to all of the above and minority shareholder/member representation; and general business law, including contracts and entity formation and dissolution. Mr. Buckley is the author of a host of articles on employee benefits and tax topics. He earned his B.A. degree from Kent State University, his J.D. degree from University of Georgia and his LL.M. degree in taxation from the University of Florida.
Speaker bio
Isaiah D. Cooper
is a business attorney and the founder and principal of Cooper Law LLC in New Haven, Connecticut. Cooper Law LLC's clients include businesses and entrepreneurs looking to buy or sell a business or business assets, develop new technologies, provide consulting and other services, and produce films and/or other content. He has helped clients with the acquisition and the sale of companies or assets, raising funds either through the private placement of stock or other equities or borrowing transactions; and with drafting and negotiating agreements with or among business owners, suppliers, distributors, consultants and employees. Mr. Cooper has represented clients that produce and distribute software, medical technologies, educational technologies, films (including feature films and documentaries), TV programming, music, professional services (attorneys, architects, doctors, psychologists, etc.), as well as banks and other lenders, venture capital funds, and angel investors. He began his law career as a tax associate at a New York firm. After moving to Connecticut, Mr. Cooper worked in New Haven at Withers Bergman LLP in Hartford; McElroy, Deutsch, Mulvaney & Carpenter; and in Wilton at Gregory and Adams, P.C.; before founding Cooper Law LLC. He earned his B.F.A. degree, summa cum laude, from SUNY at Buffalo; his Master of Music degree from Youngstown State University; and his J.D. degree from New York University. Mr. Cooper is admitted to the bar in New York and Connecticut.
Speaker bio
Steven Fried
is based in New York City. A graduate of Tufts University and the University of Tennessee College of Law, he has been practicing since 1996, consulting with and representing entrepreneurs and businesses. Mr. Fried's writings have been featured in various law reviews and other publications. He lectures extensively on legal and ethical issues facing attorneys and the public. In 2017, Mr. Fried founded OliverClarity Inc. and began developing OlyverApp, an online business management platform that helps entrepreneurs build compliant ventures and raise money. He is also a hockey player whose talents remain largely underappreciated.
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