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Helping Your Client Select the Best Entity Option  

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This basic-to-intermediate level program will assist attorneys, accountants, enrolled agents and tax professionals in understanding the pros and cons of various entity options so they can confidently advise their clients on which option is right for them.


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Seminar Summary:

Give Your Clients the Advice They Need  (see full course description)


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Training Course Syllabus:

Give Your Clients the Advice They Need

When people start a business, there are many factors that affect how the entity should be structured - including tax issues, sources of start-up capital, and how the company will be managed. It´s important to choose the right entity at the outset, to avoid time-consuming and costly changes in the future. Legal and tax professionals must understand the pros and cons of various entity forms in order to give their clients the right advice.

At this detailed seminar, you´ll gain the knowledge you need to help clients make informed decisions about business entities. Review the relevant statutes and case law in order to compare different business forms and tax aspects of each type of entity. Walk through the entity formation drafting process to eliminate missing crucial documents. This decision is important for your clients - get the information you need to advise them wisely.

  • Compare various business entities to determine which one is best for your client.

  • Evaluate financing concerns, including how debt will be structured.

  • Smooth the process of incorporation and formation of subsidiary corporations.

  • Understand the tax consequences for corporations, pass-through entities and tax-exempt organizations.

  • Review sample formation documents and forms that you can use in your practice.

  • Know how the "check the box" income tax regulations come into play when forming an entity.




    8:30 - 9:30

    1. Relevant Statutes and Case Law

    2. Comparison of Entity Options: Advantages, Disadvantages and Consequences

      1. Limited Liability Companies

      2. Limited Liability Partnerships

      3. Limited Partnerships

      4. C Corporations

      5. S Corporations

      6. Other Entities

    3. Advantageous Uses

    4. Entity Selection for Professional Organization Use


    9:30 - 10:25

    1. Analyzing Financing Concerns: The Question of Debt

    2. Factoring in Equity

    3. Using New Hybrid Alternatives

    4. Liability and Operational Implications

    5. What Does Management Style Have to Do With It?

    6. Handling Dissolution, Conversions, Mergers and Buyouts

    7. Operational Issues Your Client Needs to Plan For


    10:40 - 11:35

    1. What are General Partnerships and Joint Ventures?

    2. When is a Partnership or Joint Venture Appropriate?

    3. Partnership Agreement Provisions

    4. Resolving Organizational Issues

    5. Rights and Duties Among Partners

    6. Managing Liability of Partners


    12:35 - 1:30

    1. Why Incorporate?

    2. Determining Where to Incorporate

    3. Working Out Operational Issues

    4. How to Form Subsidiary Corporations


    1:30 - 2:30

    1. The Role of the Attorney as Advisor in Entity Formation

    2. Conflicts of Interest: Who is the Client?

    3. The Importance of Confidentiality

    4. Adequacy of Fees and Charges

    5. Civil Liability


    2:45 - 3:45

    1. Knowledgeably Advise Your Client on Taxation Options

    2. Comparison of Tax Advantages, Disadvantages and Consequence Amongst Entities

    3. How Taxes are Handled for Single-Member LLCs

    4. Dealing With Tax-Exempt Organizations

    5. “Check the Box” Income Tax Regulations

    6. Local and State Tax Considerations


    3:45 - 4:40

    1. Identifying Required Documents

    2. Drafting Essentials

    3. Sample Formation Documents and Forms

  • Agendas and Speakers may differ slightly depending on the location. Please e-mail or call a representative to obtain an agenda for a particular location.

    Seminar Summary:

    Give Your Clients the Advice They Need  (see full course description)

    print this agenda print agenda for the Helping Your Client Select the Best Entity Option training seminar

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