Know the Salient Points of Marijuana Laws and Effectively Advise Your Clients
The legalization of marijuana has created business opportunities, but it has also created many questions and uncertainties for attorneys advising businesses due to the position of the federal government. What are possible federal responses to legalized cannabis? What types of businesses does state law allow, and how does a potential business owner obtain a permit? When is an attorney potentially violating federal law by merely assisting a client? Learn the answers to these questions and more - register today!
- Understand how the federal government can use forfeiture laws to close marijuana-related businesses.
- Evaluate the current banking landscape and determine whether a cannabusiness can obtain financing.
- Ensure marijuana business clients have business policies and procedures in place that help them avoid legal scrutiny.
- Confidently advise clients on all aspects of the marijuana business licensing process.
- Recognize the state and federal tax implications for cannabis-related businesses.
- Analyze the ethical implications of advising cannabis business clients.
Who Should Attend
This basic-to-intermediate level seminar provides practical information on marijuana law for:
- Accountants and CPAs
- Bankers and Commercial Lenders
- Enrolled Agents
- Certified Financial Planners
- Federal Responses to California Marijuana Law
- Banking and Financing for the Marijuana Industry
- Marijuana Businesses Law in California
- Obtaining a California Cannabis Business License
- California Marijuana Taxation: The Latest Rules
Continuing Education Credit
Continuing Legal Education – CLE: 6.00 *
International Association for Continuing Education Training – IACET: 0.60
National Association of State Boards of Accountancy – CPE for Accountants: 7.00 *
Professional Achievement in Continuing Education – PACE: 7.00 *
* denotes specialty credits
OREN BITAN is an attorney within the Los Angeles office of Buchalter Nemer. He has an extensive background that includes business, real estate, banking, receivership law, consumer product, and commercial litigation. Mr. Bitan has a particular focus in disputes involving real estate, banking and mortgage fraud, creditors’ rights, film finance, and intellectual property. He is also an experienced appellate lawyer and has successfully argued numerous times before the California Court of Appeals and the U.S. Court of Appeals for the Ninth Circuit. He serves as a member of the Planning Committee for the University of Southern California Real Estate Law and Business Form and Intellectual Property Institute. Mr. Bitan has been recognized as a Southern California Super Lawyer Rising Star from 2013-2016. He earned his B.S. degree from the University of Southern California and his J.D. degree, cum laude, from Loyola Law School, where he was a member of the Order of the Coif and a Sayre Macneil Scholar. (San Bernardino location)
MICHELLE E. BROOKE is the founding attorney of Brooke Law Group. She has a wide range of legal experience based on years of handling legal matters in a wide variety of practice areas, including lawsuits involving, business disputes, real estate matters, personal injury, employer defense, breach of contract, Proposition “D”, and dispensary litigation. Brooke Law Group provides California “cannabusiness” entrepreneurs with a wide range of business development, corporate counsel, employer, and litigation services. Ms. Brooke is a regular contributor to Marijuana Venture Magazine and her blog contains many published articles, as well as helpful in-house content. She is a member of the Pasadena Bar Association, Los Angeles County Bar Association, NORML.org, Americans for Safe Access, The Esquire Network, Pasadena Chamber of Commerce, American Herbal Products Association, and the Cannabis and Sports Nutrition committees. She has taught Medical Marijuana Business continuing legal education lectures for The Seminar Group, the San Fernando Bar Association, and Native Nation Events. Ms. Brooke is an adjunct professor at Pasadena City College and serves as a member of the advisory board for the Pasadena City College ABA certified Paralegal Program. She earned her undergraduate degree from the University of La Verne after which she successfully completed the California State Bar Law Office Studies Program. (Irvine and San Bernardino locations)
ABRAHAM FINBERG MBA, CPA, is a tax expert for small business owners and nonprofit organizations. He has successfully represented various clients in IRS and Board of Equalization (Sales Tax) audits. Mr. Finberg’s professional passions include solving thorny tax issues for new and emerging industries. He earned his degree from Pepperdine Graziadio School of Business and Management. (Irvine and San Bernardino locations)
JESSICA C. MCELFRESH is the founder of McElfresh Law, Inc. and an attorney in San Diego, California, specializing in cannabis law and policy. She has focused on cannabis law and policy for her entire career and has represented numerous qualified patients, collectives, cultivators, delivery services, landlords, and storefront dispensaries. Among her recent accomplishments are representing several clients through successful dispensary applications in jurisdictions including the city of San Diego, county of San Diego, Desert Hot Springs, and Cathedral City. Ms. McElfresh has served on a mayoral working group to regulate access to medical cannabis, and she has co-authored several local ballot initiatives. She has taught continuing legal education classes for attorneys about medical cannabis law, and she has spoken at conferences including the National Cannabis Industry Association’s annual Business Summit and Expo. Ms. McElfresh graduated, summa cum laude, from Scripps College, and attended the University of San Diego School of Law on a Dean’s Honor Scholarship for her Juris Doctorate. She is a member of the State Bar of California; U.S. Supreme Court; U.S. Court of Appeals for the Ninth Circuit; and the U.S. District Court for the Southern, Central, Eastern, and Northern districts of California. (Irvine and San Bernardino locations)
DANIEL F. WHEELER is a partner in the San Francisco office of Bryan Cave, LLP, where he is a member of the financial services client service group. For 19 years, he has advised banks, financial technology companies, credit unions and other financial institutions on their most important challenges and opportunities. Mr. Wheeler helps clients solve significant regulatory challenges. Sometimes this involves intervention and advocacy with the Federal Reserve, FDIC, OCC, NCUA, CFPB, and state financial regulators, as well as negotiation of enforcement actions. He advises on loan administration, collections and enforcement, sales of loan portfolios, participation and intercreditor agreements, letters of credit, repurchase agreements, and interest rate swap agreements. Mr. Wheeler writes and advocates frequently on issues affecting the financial industry. He is the chairman of the State Bar of California Financial Institutions Committee, as well as the president of the San Francisco Bank Attorneys Association. Mr. Wheeler earned his B.A. degree from Indiana University of Pennsylvania and his J.D. degree from New York University. (Irvine location)