Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts  

 

 

- Advanced choice of entity considerations – management, tax, finance, regulatory, employee benefit and other considerations

- Impact of industry norms, investor expectations, and regulatory requirements on choice of entity

- Management and information rights, and the ability to restrict

- Fiduciary duties and liability of owners and managers, and the ability to modify these duties

- Economic rights – choosing among capital rights, income rights, tracking rights

- Special considerations for service-based businesses

 

 

- Impact of new 2018 tax law on C Corps, S Corps, and pass-through entities

- Planning for distributions of property

- Anticipating liquidity events – sale of the company, liquidation of the company, new investors/members

- Employment tax planning disparities among entities

- State and local tax considerations

- Owner and employee fringe benefit considerations

- When the first choice wasn’t correct – considerations when an entity needs to convert

 

Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.  Mr. Kaplun received his B.S.B.A., magna cum laude, from Georgetown University and J.D. from Georgetown University Law Center.

 

Norman Lencz is a partner in the Baltimore, Maryland office of Venable, LLP, where his practice focuses on a broad range of federal, state, local and international tax matters.  He advises clients on tax issues relating to corporations, partnerships, LLCs, joint ventures and real estate transactions.  He also has extensive experience with compensation planning in closely held businesses.  Mr. Lencz earned his B.S. from the University of Maryland and his J.D. from Columbia University School of Law.