Entity Choices: What an Attorney Should Know to Advise Your Client

$125.00

Clear
Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on June 4, 2021

This course will introduce the participant to types of entities that can be created when the entities should be created, why should an entity be created and what nuances should one look for when contemplating the creation of an entity. We will discuss clarifying a client's goals and the utilization of transactional planning, which is the integration of accounting, tax and law in the creation of entities which ultimately leads to a more functional process than just creating an entity. Our goal is to create an organized "plan" that will fit with a client's goals and the types of assets and operations they are looking to execute.

Speaker Bio
1.5 General Credits
Course Agenda

Attorney Janathan L. AllenJanathan L. Allen
Janathan Allen is an experienced tax attorney and business lawyer who integrates business, legal, tax and accounting strategies to provide her clients with better answers to their questions and more informed strategies to leverage their opportunities.

Most businesses have separate tax attorneys, business attorneys, CPAs and accountants, tax preparers and financial advisors. If you take the same problem to each professional, they will provide what they genuinely believe is the right and best answer. However, it will only be based upon their unique (and somewhat limited) perspective.

Contact Janathan L. Allen

1.5 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

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The following states are self apply. The attorney can apply for credit at no cost. We will provide documentation for them to apply:

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ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

Read our full Reciprocity Provision here

Course Agenda

  1. Identification of client's goals and needs
  2. What is transactional planning
  3. Types of entities
  4. How to create the entity
  5. Differentiation between entities
  6. Pros and Cons of each type of entities
  7. Tax Implications and Consequences
  8. Tax Planning with entities
  9. Effects of Entity Structure on Business operations
  10. Entity Conversion, When and Why?
  11. Drafting Transfer clauses in Governing Documents
  12. How to achieve Creditor/Liability protection
Monday: 9am - 6pm ET
Tuesday: 9am - 6pm ET
Wednesday: 9am - 6pm ET
Thursday: 9am - 6pm ET
Friday: 9am - 4pm ET
Saturday/Sunday: Email Only
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