It's a fact – decisions made during the start up of a business are some of the most crucial. Choosing the wrong entity can have far-reaching consequences that can deter the success of a business for years to come. Your clients need solid advice about which entity to choose – and you need to know what factors are important to consider when making the decision. Get the information you need to offer informed advice on the elements that need to be examined in order to make the right choice. Order today!

1. Fundamentals of Entity Selection
2. S and C Corporation Basics
3. Issues Impacting Entity Selection
4. Drafting Entity Formation Documents
5. Building an Ethical Foundation

Continuing Education Credits:   

* denotes specialty credits

1. FUNDAMENTALS OF ENTITY SELECTION
   8:30 - 10:00, Ricardo Contreras
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
2. S AND C CORPORATION BASICS
   10:15 - 11:45, Ricardo Contreras
1. Why Incorporate?
2. Determining Where to Incorporate
3. Working Out Operational Issues
4. How to Form Subsidiary Corporations
3. ISSUES IMPACTING ENTITY SELECTION
   12:45 - 2:15, Joseph K. Daly
1. Business Objectives
2. Liability
3. Taxes
4. Capital Needs
5. Control
6. Formalities of Organization and Operation
7. Required Documents
8. Jurisdiction of Organization
4. DRAFTING ENTITY FORMATION DOCUMENTS
   2:30 - 3:40, Ricardo Contreras
1. Identifying Required Documents
2. Drafting Essentials
3. Sample Formation Documents and Forms
5. BUILDING AN ETHICAL FOUNDATION
   3:40 - 4:40, Joseph K. Daly
1. The Role of the Attorney as Advisor in Entity Formation
2. Conflicts of Interest: Who is the Client?
3. The Importance of Confidentiality

RICARDO CONTRERAS is of counsel with Lewis and Roca LLP, in the firm's corporate and securities practice group. His corporate practice focuses on the formation of business entities, merger and acquisition, negotiating and drafting license arrangements and advising clients in general business matters. Prior to joining Lewis and Roca LLP, Mr. Contreras was an associate in the corporate and securities department of a multi-national law firm, and senior corporate counsel at both Eclipse Aviation Corporation and Harley-Davidson Financial Services, Inc. He is a member of the State Bar of New Mexico. Mr. Contreras earned his B.A. and M.A. degrees from the University of California, his M.B.A. degree and his J.D. degree, with distinction, from the University of Iowa.

JOSEPH K. DALY focuses on sophisticated corporate transactions involving the law of mergers and acquisitions, venture capital and other financings, securities, and entity formation and operation. He maintains additional interests in real estate and construction law. Mr. Daly is a graduate of Georgetown Law School and Harvard College, and has been admitted to membership in the bar of New Mexico and Massachusetts. His civic involvements consist of service to a variety of political, art and charitable organizations. 

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com