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Business Law Fundamentals  

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This basic-to-intermediate level course provides the fundamentals of business law for: Attorneys, In-House Counsel, Accountants, Paralegals

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Seminar Summary:

This fundamental course will provide you with practical, procedural-based information to successfully enter the field of business law. (see full course description)

 

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Training Course Syllabus:


Learn the Nuts and Bolts of Business Law  

Are you looking to expand your areas of expertise? Does business law interest you but seem overwhelming? This fundamental course will provide you with practical, procedural-based information to successfully enter the field of business law. Don't miss this opportunity to broaden your knowledge and increase your arsenal of skills available to your clients. Register today!  

  • Learn the nuts and bolts of business law to expand your areas of expertise.
  • Understand how to properly draft common business contracts to avoid future disputes.
  • Enhance your credibility with experts and clients by understanding common accounting terms.
  • Secure your clients' business interests: gain practical tips for drafting LLCs.
  • Get the latest sales and use tax legislative updates.
  • Ensure you or your clients are not crossing ethical lines: learn how technology blurs the line between private and personal lives.


  1. FINANCIAL STATEMENTS 101
    9:00 - 9:45, Michael P. Winkler
    1. Income Statement
    2. Balance Sheet
    3. Cash vs. Accrual
    4. Red Flags to Look for in Financial Statements
    5. Reports on Financial Statements
      1. Audited Statements
      2. Reviewed Statements
      3. Compiled Statements
    6. Differences Between a Business' Financial Statement and Tax Return
  2. FORMING LIMITED LIABILITY COMPANIES (LLCs)
    9:45 - 10:30, Kathryn R. Persley
    1. Initial Considerations
    2. Drafting Articles of Organization
    3. Drafting the Operating Agreement
    4. Rights and Duties of Members
    5. Management Structure
    6. Assignments of Membership Interests
    7. Buy-Sell Provisions
    8. Security Interests
    9. Disassociation
    10. Dissolution and Liquidation
  3. PREPARING COMMON BUSINESS CONTRACTS
    10:45 - 12:00, James M. Matthews
    1. The Well Drafted Contract vs. Poorly Drafted Contract
    2. Employment Agreements
    3. Non-Compete Agreements
    4. Confidentiality Agreements
    5. Independent Contractor Agreements
    6. Settlement Agreements and Releases
    7. Real Property Leases
    8. Indemnity Agreements
  4. SALES AND USE TAX
    1:00 - 2:00, Peter Mirakian III
    1. What Goods and Services are Taxable
    2. Keeping Up to Date on Taxable Units
    3. Determining Tax Base
    4. Registration, Permits and Reporting Requirements
    5. Tax Rates
    6. Compliance Penalties
  5. KEY PROCEDURES IN MERGERS AND ACQUISITIONS OF PRIVATELY-HELD COMPANIES
    2:15 - 3:30, Peter Mirakian III
    1. Preliminary Considerations
    2. Drafting Acquisition Documents
      1. Strategic Provisions in Stock and Asset Purchase Agreements
      2. Representations and Warranties
      3. Covenants and Conditions
      4. Indemnification and Adjustments to Price
      5. Legal Opinions
    3. Negotiation Strategies
    4. Tax Issues
    5. Pre-Closing, Closing, and Post-Closing Considerations and Checklists
  6. ETHICS IN BUSINESS LAW
    3:30 - 4:30, Kathryn R. Persley
    1. Avoiding Conflicts of Interest
    2. Organization as Client
    3. Reporting Fraud
    4. Social Media Concerns
      1. Advertising Regulations
      2. Unauthorized Practice of Law
      3. Client Confidentiality
      4. Terms of Service Contracts

Seminar Summary:

This fundamental course will provide you with practical, procedural-based information to successfully enter the field of business law. (see full course description)

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