Program Details
2025-05-22 16:00:00
Over 1,000+ webinars
Course Overview
2025-05-22 16:00:00
1h CLE Credits
Intermediate
1
4:00 pm - 4:15 pm ESTThis session covers the essential corporate structure requirements for S-corps and LLCs, including shareholder and director meeting obligations. Learn the minimum documentation standards needed for legal compliance and best practices for maintaining proper corporate records.
Mark J. Kohler 4:15 pm - 4:30 pm ESTDiscover practical strategies for making family board meetings official and meaningful, including the family office concept accessible to all business owners. This session addresses managing family dynamics, engaging reluctant members, and determining appropriate participation for different age groups.
Mark J. Kohler 4:30 pm - 4:45 pm ESTExplore legitimate tax write-offs available through family board meetings, including travel, lodging, dining, and compensation for family board members. Learn how to structure meeting travel for maximum deductions while maintaining IRS compliance through proper accountable plan documentation.
Mark J. Kohler 4:45 pm - 5:00 pm ESTUnderstand how annual board meetings strengthen your corporate veil and protect personal assets from business liabilities. This session examines how documented corporate formalities prevent piercing the corporate veil and integrate with broader risk management strategies.
Mark J. KohlerA wealth-building, tax, and business-scaling expert who has been helping American entrepreneurs succeed for over 30 years. He is a CPA, Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA, and five-time bestselling author.
A wealth-building, tax, and business-scaling expert who has been helping American entrepreneurs succeed for over 30 years. He is a CPA, Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA, and five-time bestselling author.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
