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