Avoid, Manage and Leverage Formation, Tax and Operating Agreement Oversights
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We asked. You told us what the most common issues are that you encounter daily with your LLC clients. This practical guide, taught by seasoned faculty who overcome these hurdles on a consistent basis, will give you the exact mechanisms you need to tackle the problems you combat most. The unique business structure and rules of LLCs make them an invaluable instrument for your clients - don't miss out on this opportunity to learn not only how to spot potential pitfalls, but also how to plan and design the LLC to better meet their needs. Order today!
including - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 6.50 hours of distance learning credit, including 5.50 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
MARJORIE BELLIOTTI, CPA, CGMA, is a tax manager at Maillie LLP. She has experience in both public and private accounting, tax and business process improvement. Ms. Belliotti serves a variety of industries, including retail, manufacturing, personal service, and construction industries. She is a member of the American Institute of Certified Public Accounting (AICPA), as well as the National Association of Professional Women. Ms. Belliotti is a published author who has developed and taught a variety of tax courses. She earned her B.S. degree in accounting from Robert Morris University.
THAD J. BRACEGIRDLE is an attorney with Wilks, Lukoff & Bracegirdle, LLC. He has practiced law in Delaware since 1997. His practice focuses on representing and advising Delaware corporations, their directors and stockholders in corporate and commercial litigation relating to fiduciary duties, mergers and acquisitions, corporate governance, and other issues concerning Delaware law and federal securities law. Mr. Bracegirdle also has counseled clients and litigated disputes regarding limited partnerships, limited liability companies and other business entities governed by Delaware law. He has experience in all aspects of trial and appellate practice before state and federal courts, including the Delaware Court of Chancery. His experience includes advising and representing clients with respect to stockholder class actions and derivative suits, applications for preliminary injunctive relief, indemnification of officers and directors, requests for access to stockholder lists and corporate books and records, and other issues arising under the general corporation law of Delaware. Mr. Bracegirdle is the author or co-author of several articles on issues of Delaware corporate law in such publications as Corporate Counsel Weekly, Insights, the Tax Management Compensation Planning Journal and Law 360. He is admitted to practice before the courts of Delaware and Pennsylvania, as well as the U.S. District Court of Delaware, and the U.S. Court of Appeals for the Third Circuit. Mr. Bracegirdle is a member of the Delaware State Bar Association, the American Bar Association and the Richard S. Rodney Inn of Court. He earned his B.A. degree from the University of Pennsylvania and his J.D. degree from the University of Pennsylvania School of Law, where he served as comments editor for the University of Pennsylvania Journal of International Economic Law.
SHANNON L. DAWSON is a director at the Wilmington law firm of Gordon, Fournaris & Mammarella, P.A., where her business planning practice involves counseling and advising clients on entity formation, management, tax planning, ownership transfer, and succession planning, including the drafting of corporate governance documents, limited liability company agreements, stockholder agreements, and compensation agreements. Ms. Dawson is often engaged to resolve corporate officer, shareholder and partner disputes, involving breaches of fiduciary duties, restrictive covenant issues, violations of transfer restrictions, and separation agreements. She also has significant experience representing clients on all aspects of mergers and acquisitions, including preparation of ancillary agreements related to these transactions, such as confidentiality, escrow, noncompetition, consulting, employment and lease agreements. In addition to her business planning practice, Ms. Dawson also has a significant trust and estate planning practice where she drafts various Delaware trusts, including directed trusts, dynasty trusts, and asset protection trusts, to preserve wealth for future generations and minimize transfer taxes. She received her B.A. degree from Pennsylvania State University, her J.D. degree from Widener University School of Law, and her LL.M. (Master of Laws) in taxation from Georgetown University Law Center. Ms. Dawson is a member of the Delaware State Bar Association, New Jersey State Bar Association and the Pennsylvania Bar Association.
SARAH E. DELIA is an attorney in the business litigation practice with McCarter & English, LLP. Ms. Delia has experience in both state and federal courts involving matters of fiduciary duties, contractual disputes, fraud, corporate information rights, advancement and indemnification, corporate control, corporate governance, statutory appraisal and other commercial disputes. She has experience across all stages of litigation, including arguing motions; preparing corporate directors and executives for depositions and trial testimony in high stakes litigation matters; conducting and defending depositions; overseeing collection and production of electronic discovery; and managing experts and drafting pleadings, discovery requests, briefs, motions and settlement papers on behalf of both plaintiffs and defendants in commercial and corporate litigation. Ms. Delia earned her B.A. degree, summa cum laude, from Shenandoah University and her J.D. degree from the University of Virginia School of Law. She is a member of the Delaware State Bar Association.
EMMANUEL G. FOURNARIS is a director at the Wilmington law firm of Gordon, Fournaris & Mammarella, P.A. His practice focuses on taxation, advising closely held businesses, succession planning, business law, captive insurance, entity formation, mergers and acquisitions, and opinion letters. Mr. Fournaris is a member of the Tax and Commercial Law sections of the Delaware State Bar Association and a member of the Wilmington Tax Group. He is a director of the Caesar Rodney Institute, a public policy, research and educational organization in the state of Delaware. He is also a member of The International Association for Attorneys for Family-Held Enterprises. Mr. Fournaris received his certification in captive insurance and risk management from the University of Delaware in 2012. He is also a presenter at the Delaware Tax Institute. Mr. Fournaris is a graduate of the University of Delaware (B.S. degree, cum laude, accounting) and the Delaware Law School of Widener University (J.D. degree, with honors). He received his Master of Laws in taxation from Temple University and is admitted to practice law in the states of Delaware and Pennsylvania.
LEANNE C. McGRORY is a partner with The Stewart Law Firm in Wilmington, Delaware. Her practice focuses on matters of corporate and special entity law, including limited liability companies, statutory trusts, limited partnerships, and public benefit corporations. Ms. McGrory provides advice and renders legal opinions in the context of a variety of transactions such as structured financings and reorganizations. She is admitted to practice law in Delaware and Pennsylvania, and before the United States District Court for the District of Delaware, and the U.S. Supreme Court. Ms. McGrory earned her B.A. degree in conjunction with the honors program from the University of Delaware and her J.D. degree from Georgetown University Law Center.
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