Create a Rock-Solid Operating Agreement for Your Client
Regulatory Ethics: 1.00
Business Law: 5.00
Course book included with all formats
Create a Rock-Solid Operating Agreement for Your Client
Drafting an airtight LLC operating agreement is the best way to protect your client from future disputes and costly litigation. This program will provide you with a better understanding of key issues that should be taken into consideration when drawing up agreement documents. Our expert faculty will detail the crucial provisions that need to be included to ensure a favorable outcome in settlement or court if member conflicts arise. Register today!
This is a rebroadcast of the original webcast delivered by Jonathan P. Beck, Noel D. Humphreys, Alfred J. Ludwig and Daniel S. Welytok on December 9, 2019. Faculty will be available to answer your questions after the program.
This course was designed for attorneys. Accountants and paralegals will also benefit.
10:00 am to 5:00 pm Eastern Standard Time
including - Regulatory Ethics: 1.00 Taxes: 1.00 Business Law: 5.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to:1. List two disadvantages of using model operating agreements.2. Describe a typical mechanism for handling fiduciary, deadlock and dispute matters.3. Provide an example of a provision that protects against veil-piercing.Field(s) of Study -- Business Law; Regulatory Ethics; Taxes.
JONATHAN P. BECK is an attorney with Beck Ostrom Sweet LLC. Mr. Beck has an extensive professional history of focusing on both the transactional and litigation sides of real estate law, corporate and general business law, and estate planning in the St. Louis area. Mr. Beck started his legal career in 2000 as an associate at Lewis Rice, a prestigious downtown St. Louis law firm, practicing in the corporate and litigation departments with an emphasis on real estate, lending, and transactional work. Next, Mr. Beck pursued his life-long goal to work in the public interest, accepting a position as a staff attorney for a legal aid organization in East St. Louis, Illinois. In this position, he handled landlord and tenant litigation matters before moving to a position as a staff attorney at UAW Legal Services Plan in Fenton, Missouri. At UAW, Mr. Beck handled all aspects of a high volume and varied litigation practice of a prepaid legal services organization for autoworkers, primarily in the areas of real estate and consumer law. He earned his B.A. degrees from Indiana University and his J.D. degree, cum laude, from Southern Illinois University School of Law.
NOEL D. HUMPHREYS is of counsel with Connell Foley LLP, where he limits his practice to business transactions, lending transactions, organizational governance, and intellectual property. Mr. Humphreys is admitted to practice law in New Jersey and New York; and before the U.S. District Court of New Jersey; and the U.S. District Court of New York (Eastern and Southern districts). He earned his B.A. degree from DePauw University, his M.S.J. degree from Columbia University, and his J.D. degree from Harvard University.
ALFRED J. LUDWIG is an attorney at Lewis Rice LLC, where he maintains a diverse transactional practice. Mr. Ludwig represents a wide array of clients ranging from large, publicly traded companies to individuals and sole proprietorships in all aspects of business operations. His experience includes transaction structuring, operational diligence, development and compliance, mergers and acquisitions, commercial contracts, the processes that accompany startup business planning, and the dissolution of ongoing businesses at the end of their life cycle. Mr. Ludwig has a significant commercial real estate practice, and he represents lenders and borrowers in a range of financing transactions, with a special emphasis on marine and real estate financing. He also has substantial experience in negotiating and accounting for information technology and related software licensing arrangements. Mr. Ludwig earned his B.A. and M.A. degrees from Truman State University and his J.D. degree, cum laude, from the University of Missouri at Columbia School of Law.
DANIEL S. WELYTOK is a shareholder in the Milwaukee office of von Briesen & Roper, s.c., where he assists clients with tax issues, acquisitions and divestments, capital structuring, financing, corporate governance, information technology, licensing and distribution, regulatory and compliance issues, labor and employee benefits matters, and dispute resolution. He serves as chair of the firm’s Opinion Review Committee. Mr. Welytok was appointed in 2018 by the U.S. Department of Treasury to serve on the Internal Revenue Service Advisory Committee on Tax Exempt and Government Entities; and has served on the American Bar Association’s Advisory Committee, articles editor for The Tax Lawyer, and chair of the ABA Tax Law Committee, Young Lawyers Division. Mr. Welytok is an Editorial Board member and on the editorial staff of the TAXFAX column of The Cooperative Accountant. He has been the author of and edited various tax and law-related books, including the 2018 National Income Tax Workbook, Nonprofit Law & Governance for Dummies, Sarbanes-Oxley for Dummies and The Wisconsin Guide to Nonprofits. Mr. Welytok received his B.B.A. degree, cum laude, from University of Wisconsin; his J.D. degree from University of Wisconsin; and his LL.M. degree, with distinction, from DePaul University.
$379 / Each Additional