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Advanced LLC Issues  

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This advanced level seminar is designed for attorneys and corporate counsel involved with: Business, Corporate, Tax, Real Estate, Estate Planning. Also benefits Accountants, CPAs, CFOs, Enrolled Agents, Business Lenders


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Seminar Summary:

After attending, you'll be able to help clients make intelligent tax-planning choices. (see full course description)


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Training Course Syllabus:

Advanced LLC Issues -† Business / Legal Training Seminar

Answer Your Clients' Sophisticated LLC Questions

Are you prepared to handle the advanced questions and issues your clients may have regarding LLCs? This information-packed program goes beyond the basics of establishing and operating an LLC, and digs deeper into some of the more complex scenarios arising from LLC ownership and management. After attending, you'll be able to help clients make intelligent tax-planning choices. As a trusted advisor to your clients, you need to be able to guide them with spot-on, informed advice. Don't wait to get up to speed - register today!

  • Examine how legislative updates and current trends can have an impact on the advice you give your LLC clients.
  • Gain a better understanding of common challenges and complexities that come up when forming an LLC to purchase real estate.
  • Deal with tough tax issues like self-employment tax planning and member retirement issues.
  • Better understand the source and nature of fiduciary obligations in LLCs.
  • Master estate planning strategies using LLCs.
  • Increase your knowledge of advanced asset protection issues in LLCs, such as the dangers of single member LLCs and poison pill provisions in the operating agreement.

    9:00 - 10:00, Robert M. Bovarnick
    1. Key Elements of the LLC Act in Pennsylvania
    2. Legislative Updates
    3. Current Case Law
    4. Hot Topics and Trends
    10:00 - 11:00, Joel S. Luber
    1. Examination of the Check-the-Box Regulation
    2. Compensation Planning and Use of Guaranteed Payments, Distributive Shares and Keogh Plans
    3. Planning for Self-Employment Tax
    4. Transfer of Appreciated Property to the LLC
    5. Death or Retirement of a Member and Tax Alternatives
    6. Federal Income Tax Techniques Involved in the Use of Disregarded Entities (Single Member LLCs) in Mergers, Acquisitions and Dispositions
    7. Taxation on Sales of an Interest - Handling the Holding Period and Hot Asset Issues
    8. Using Elections to Make Optional Basis Adjustments to Minimize Tax in Distributions
    11:15 - 12:15, Robert M. Bovarnick
    1. Ethical Standards and Civil Liability
    2. The Role of the Attorney as Advisor in LLC Formation
    3. Avoiding Conflicts of Interest
    4. Confidentiality - Information Derived From an Earlier Representation
    1:15 - 2:15, Jon D. Marans
    1. The Source and Nature of Fiduciary Obligations in LLCs
    2. Identifying and Protecting the Rights of Minority Interest Holders
    3. Restrictions On Fiduciary Obligations
    4. Securities Law Considerations
    2:30 - 3:30, Pelayo Coll
    1. Primary Asset Protection Rules and Laws for Real Estate Investment
    2. Insurance Considerations, Issues and Pitfalls
    3. Transferring the Title to the Real Estate to Your LLC
    4. Critical Liability Considerations You May Not Know
    5. Creative Ways to Minimize and Eliminate Risk
    6. Entity Selection Strategies
    7. Critical Tax Considerations Based on Choice of Entity
    8. Principal Non-Tax Differences
    9. Piercing the LLC Veil
    3:30 - 4:30, Joel S. Luber
    1. Estate Planning Strategies Using LLCs
    2. Asset Protection through LLCs
    3. Family Limited Liability Partnerships
    4. Impact of Recent Cases Involving Valuation and Related LLC Issues in Estate Planning
    5. Design and Implementation Considerations and Consequences

Seminar Summary:

After attending, you'll be able to help clients make intelligent tax-planning choices. (see full course description)

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