Representing Small Business Clients
Confidently Advise Your Small-Business Clients
When you become a small business’s “go-to” attorney you need to be comfortable advising your client on a variety of business issues. You may begin the relationship by simply assisting during entity selection and formation, but once a client trusts your legal guidance it is not uncommon for a business to seek you out for further advice. This practical program will prepare you to counsel owners on an assortment of legal situations encountered during the life of a business. Expand your expertise and prepare for the most common questions. Register today!
- Be prepared to answer common questions small business owners seek legal advice for.
- Confidently advise clients on employee benefits and hiring documents.
- Prevent illegal debt collection practices while effectively working to collect unpaid accounts.
- Review how to decide when pursuing a past-due account is advantageous or a lost-cause.
- Understand what steps a business must take to protect account information and consumer privacy.
- Know cost-effective techniques to protect a business’s intellectual property, such as a business name or website domain.
- Identify whether or not a business has nexus in a state: is there a physical or indirect presence?
- Be prepared to advise business owners on how to plan for the future while protecting heirs and beneficiaries.
- Recognize how to dissolve a business by appropriately filing with local, state and federal agencies.
- Avoid unethical situations by ensuring your fees and charges are adequate and fair.
- Employment Laws You Need to Know
9:00 - 10:00, Erin T. Middleton
- Hiring: Interview Guidelines and Necessary Paperwork
- Complying With the Americans With Disabilities Act
- Wage and Hour Law Basics
- Employee Benefits Requirements
- Employee Injuries: What Laws Apply?
- Protecting Intellectual Property
10:15 - 11:00, Alec J. McGinn
- Intellectual Property: Common Terms
- Determining When to Pursue Intellectual Protections
- Protecting Your Client’s Business Name, Ideas, Products and Services
- Recent Developments and Case Law Update
- Complying With Sales and Use Tax
11:00 - 12:00, Gary R. Thorup
- Selling Across State Lines: Clarifying Nexus
- Goods and Services That are Taxable
- Filing Requirements: Forms, Applications and Certificates
- Identifying Tax Exemptions and Exclusions
- Estate Planning for the Small Business
1:00 - 2:00, Matthew S. Wiese
- Accounting for Family Dynamics
- FLLPs, FLLCs, C and S Corporations, LLC as an S Corporation
- The Importance of Business Valuations
- Converting an Existing Business Structure to Another
- Drafting Buy/Sell Agreements for an Operating Business
- Income and Gift Tax Considerations
- Planning for the Heirs/Beneficiaries of the Business Owner(s)
- Exit Planning
- Dissolving a Business
2:00 - 2:40, Brian A. Lebrecht
- Formalizing the Decision to Dissolve
- Filing Required Documents with Local, State and Federal Agencies
- Notifying Any and All Creditors
- Distributing Assets Efficiently
- Filing IRS Forms and Reporting Requirements
- Maintaining an Ethical Practice
2:55 - 3:55, Richard W. Sheffield
- Capital Raising
3:55 - 4:30, Eric D. Bawden
- When Security Laws Apply
- How to Comply with Security Laws
- Special Considerations for Start Up and Small Businesses
- Friends and Family
- JOBS Act