Course book included with all formats
Why spend countless hours trying to interpret and decipher IRS rule changes concerning LLCs and partnerships? This insightful guide will take a closer look at the new rules and provide guidance on who is impacted. Don't miss this chance to get up to date with the latest developments - order today!
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1:00 - 2:30 PM, Jeffrey R. Matsen and Ben Schwefel
2:45 - 4:15 PM, Norman S. Newmark
This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 3.0 on-demand credit hours, including 0.0 ethics credits. No more than 6.0 hours of on-demand CLE credit may be earned during a reporting period.
JEFFREY R. MATSEN is a partner and Of Counsel of Bohm Wildish & Matsen LLP, located in Southern California. His practice encompasses business formations and transactional matters, estate planning, asset protection, probate, tax, and real estate. Mr. Matsen has been an adjunct professor at Western State University College of Law, Golden Gate University, and Chapman University School of Law. He has also lectured to various professional groups on areas related to his practice, including limited liability companies, business entity formation and selection, asset protection techniques, and other relevant topics. Mr. Matsen wrote the American Bar Publication, ABA Consumer Guide to Asset Protection. He earned his B.A. degree, cum laude, from Brigham Young University and his J.D. degree, with honors, from the University of California at Los Angeles. He is a member of the American Bar Association (Real Property and Trust Section), WealthCounsel, and the Society of Trust and Estate Practitioners ("STEP"). Mr. Matsen has been designated a “Top 100” attorney, a Super Lawyer and is rated a 10 by AVVO and a Best Lawyer by US News and World Report. He also earned the number one rating for Real Estate Entity Formation by the international legal rating service, Corporate Livewire.
NORMAN S. NEWMARK is a partner in AEGIS Law, a firm based in Frontenac, St. Louis County, Missouri, where he is the chair of the tax practice group. Mr. Newmark focuses his practice on the tax aspects of mergers and acquisitions, e-commerce, venture capital, business formation (including partnership entities), estate planning and business succession. He represents individuals and businesses in tax controversies before the Internal Revenue Service, state tax departments, and various tax tribunals including the U.S. Tax Court. Mr. Newmark also represents individuals and corporate trustees in probate administration and litigation cases. Mr. Newmark has published articles in periodicals such as The Banking Law Journal, the Journal of the Missouri Bar, and the Oklahoma Bar Journal on various tax related topics including mergers and acquisitions, powers of appointment in estate planning, and the tax aspects of federal healthcare laws. He has written an article on the new IRS partnership audit and collection procedures for partnership entities, to be published in the Journal of the Missouri Bar in 2019. Mr. Newmark is a frequent lecturer at local and national continuing education events for attorneys and accountants. As a member of The Missouri Bar Probate and Trust Division, he drafted key provisions of the Missouri Uniform Powers of Appointment Act recently enacted into law by the Missouri General Assembly. He provides pro-bono legal services to several charities and was listed in the Missouri Bar Pro Bono Wall of Fame for 2011 and 2013 for his charitable efforts. Mr. Newmark earned his BA degree, cum laude, from Boston University, and both his J.D. degree (Order of the Coif) and LL.M. degree in taxation from the Washington University School of Law. He is a member of the Missouri and Oklahoma bars and is admitted to practice before the US Tax Court.
BEN SCHWEFEL is an attorney with Bohm Wildish & Matsen LLP, where he works with individuals, families, trustees, executors, personal representatives, and small business owners, with his primary areas of practice including: estate planning, asset protection, business formation, trust administration, probate, and trust litigation. He earned his undergraduate degree from the University of California, San Diego and his law degree from University of San Diego School of Law. During law school, Mr. Schwefel received the Albert and Mae Lee Memorial Scholarship (recognizing strong scholastic ability and outstanding moral character), served as the Comments Editor for the San Diego Journal of Climate & Energy Law, and authored a student comment selected for publication (6 San Diego J. Climate & Energy L. 247 (2015)). He is also an active member of the Young Lawyers Division and Trust & Estates Section of the Orange County Bar Association.