Print Page   |   Contact Us   |   Sign In   |   Register
Planning With S Corps, Part I & II (teleseminar)
Register Tell a Friend About This EventTell a Friend
 

This program will provide you with a real world guide to business planning with S Corps and drafting their underlying stockholder agreements.

 Export to Your Calendar 12/19/2018 to 12/20/2018
When: 12/19/2018 - 12/20/2018
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


Online registration is available until: 12/19/2018
« Go to Upcoming Event List  

 
One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
PLANNING WITH S CORPS, PART 1 & PART 2, 2 CLE hours
 

Despite the prevalence of LLCs, S Corps remain a preferred choice of entity for many family-controlled and other closely-held businesses.  They retain certain tax advantages over other pass-through entities and their corporate structure makes them familiar to investors, their legal counselors, and lenders. Still, S Corps are “fragile” entities in the sense that the tradeoff for their tax and other benefits is that they must adhere to a several capital structure restrictions, which limit their flexibility.  Drafting  S Corp stockholders’ agreements is a careful balance of maximizing tax benefits, preventing the loss of the preferred tax status through inadvertently disqualifying corporate actions, and maximizing organizational flexibility in other areas. 

 

Day 1 – December 19, 2018:

  • Business planning with S Corps and drafting S stockholders’ agreements 
  • Counseling clients on choice of entity considerations of S Corps v. LLCs/partnerships 
  • Capital structure issues – restrictions on types of debt and equity
  • Who qualifies as an eligible  S Corp stockholder 
  • Transferability of interests and restrictions to preserve S Corp status 

Day 2 – December 20, 2018:

  • Understanding tax benefits (and traps) of S Corps
  • Distribution planning in S Corps – tax advantages/disadvantages of withdrawing money as salary or distributions
  • Incentive compensation issues, including fringe benefits and restrictions on deductibility
  • Planning for the merger or sale of an S Corp into another S Corp, LLC or C Corp

Speakers: 


Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions.  He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section.  He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.  Mr. Ciatto earned his B.A., cum laude, at Georgetown University and his J.D. from Georgetown University Law Center.

 

James DePaoli is an attorney in the Washington, D.C. office of Venable, LLP, where his practice focuses on corporate and commercial matters. He represents clients in the acquisition and disposition of assets and securities, mergers, and other business combinations and reorganizations. Mr. Paoli earned his B.S/B.A., magna cum laude, from Georgetown University and his J.D. from Duke University School of Law.




*(Teleseminar courses qualify for self-study credit only)  

 

Association Management Software Powered by YourMembership  ::  Legal