Gray Edmondson, Esq. practices in partnership, corporate, and individual tax planning; business transactions including mergers and acquisitions; business planning; tax controversy; estate and wealth transfer planning; probate; estate and trust litigation; asset protection; and charitable planning. Gray has conducted, authored, and directed numerous seminars for professional, academic, and civic groups on taxation, business, asset protection and estate planning. Gray enjoys cooking at home in his outdoor brick oven and spending his spare time on his sailboat with his wife, Macey, and two boys, Charles and Mason, at Sardis Lake or on the Gulf Coast.
Top 10 Business Planning Mistakes: Key Issues Business Attorneys Should Look Out For
CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)
The purpose of this course is to discuss common problems that are encountered in business planning. In the business setting, any number of issues can arise such as tax, employment law, securities law, and contract drafting. Many planners assist clients in business planning, including entity formation, mergers & acquisitions, business structuring, contract drafting, etc. In the assisting business clients, certain mistakes seem to reappear often. We will identify ten regularly encountered mistakes. Having identified those common mistakes, we will discuss potential consequences as well as steps to take to avoid experiencing those mistakes in your practice.
Key topics to be discussed:
• Business formation
• Business succession
• Tax considerations
• Estate planning
• Contract drafting
Date / Time: January 17, 2020
• 11:00 am – 1:00 pm Eastern
• 10:00 am – 12:00 pm Central
• 9:00 am – 11:00 am Mountain
• 8:00 am – 10:00 am Pacific
Choose a format:
• Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
• On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.
- Automatic MCLE Approvals
All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)
- Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.
- “Live” Re-Broadcasts
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.
Section I. Top Ten Business Planning Mistakes
Section II. Consequences of Top Ten Business Planning Mistakes
Section III. Steps to Avoid Top Ten Business Planning Mistakes