Closely Held Businesses: Strategies for Tackling Key Issues Out of Stock
Co-sponsored by the Business Law Section of the Colorado Bar Association
Quantity
April 2015
Closely Held Businesses: Strategies for Tackling Key Issues
Co-sponsored by the Business Law Section of the Colorado Bar Association
Program Highlights:
- Family Dynamics and Small Businesses
- Impact of the Affordable Care Act on Small Businesses
- Issues in Probating Business Interests
- Charitable Planning Using Closely Held Business Interests
- The Ethical Minefield of Advising Family Owned Businesses
- Small Business Financials and Accounting
- Securities Issues for Closely Held Businesses
Program Description:
Advising closely held businesses and their owners requires you to be knowledgeable on a wide range of issues. Your expert guidance must often include individual personalities and business dynamics along with financials and securities issues to avoid failure of a legal plan. Whether you are a seasoned business lawyer, expanding your practice, new to the field or simply need a refresher, this program will provide you with practical advice in important areas for advising closely held business owners.
Agenda:
8:30am
Registration and Continental Breakfast
8:55am
Welcome and Introduction
Extended by Constance Smith, Esq., Fairfield and Woods P.C.
9:00am
Family Dynamics and Small Businesses
Presented by Terri Finney , Psy.D., and David Cohn, Certified Ownership Thinking™ Consultant, David Cohn & Associates, Da Vinci Global Consulting LLC
9:50am
Impact of the Affordable Care Act on Small Businesses
Presented by Kirsten Stewart, Esq., Sherman & Howard L.L.C.
10:40am
Networking Break
10:50am
Issues in Probating Business Interests
Presented by: Nancy Crow, Esq., Pendleton Wilson Hennessey & Crow, P.C.
11:40am
Charitable Planning Using Closely Held Business Interests
Presented by Jeff Gott, Senior Vice President of Generosity, WaterStone
12:30pm
Lunch on Your Own
1:30pm
The Ethical Minefield of Advising Family Owned Businesses
Presented by Karen Brady, Esq., Karen L. Brady & Associates, P.C.
2:20pm
Small Business Financials and Accounting – What are those financial statements telling us…. and what are the factors that drive value?
Presented by Carol Lewis, Partner and Firmwide Leader of Valuation Services, and Rob MaCoy, Partner and Accounting and Auditing Director, BKD CPAs & Advisors
3:10pm
Networking Break
3:25pm
Securities Issues for Closely Held Businesses
Presented by Gil Selinger, Esq., Fairfield and Woods P.C.
4:15pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $349.00 USD
- Member Price $299.00 USD
- General Credits 7.00
- Ethics Credits 1.00
- EDI Credits