Closely Held Businesses Strategies for Tackling Key Issues

Transcription

1 Submitted for 7 General CLE Credits, Including 1 Ethics Credit Closely Held Businesses Strategies for Tackling Key Issues Co-sponsored by the Business Law Section of the Colorado Bar Association LIVE PROGRAM & LIVE WEBCAST: APRIL 30, 2015 Live program will be at the CBA-CLE Classroom, 1900 Grant Street, Suite 300, 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 VIDEO REPLAYS: MAY 21, 2015 Denver, Colorado Springs, and Grand Junction REGISTER FOR THIS PROGRAM ONLINE! Go to

2 Closely Held Businesses Strategies for Tackling Key Issues Need to know the latest on strategies for advising small businesses and their owners in the key areas of gifting or probating business interests, accounting, financials and valuations, securities law and PPACA healthcare law compliance, continuation or succession planning for the business and the owners, and ethics in representing related parties? Attend this program on April 30! 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. Plus, the program materials will become a resource you reach for time and again when working with your closely held business clients. REGISTER TODAY! LIVE PROGRAM & LIVE WEBCAST: APRIL 30, 2015 Live program will be at the CBA-CLE Classroom, 1900 Grant Street, Suite 300, VIDEO REPLAYS: MAY 21, 2015 Denver, Colorado Springs, and Grand Junction CLE CREDITS: Submitted for 7 General CLE Credits, Including 1 Ethics Credit The CBA-CLE Pass: The Smart Thing To Do With this incredible resource, you get unlimited access to the best catalog of CLE seminars in Colorado, all at a fraction of what you would normally pay! For more information, go to for the information & enrollment packet. We also have substantial discounts for firm pricing. Call us at or for info on firm pricing.

3 AGENDA 8:30 am Registration and Continental Breakfast 8:55 am Welcome and Introduction Extended by Constance Smith, Esq., Fairfield and Woods P.C. 9:00 am Family Dynamics and Small Businesses Presented by Terri Finney, Psy.D., and David Cohn, Certified Ownership Thinking Consultant, Da Vinci Global Consulting LLC 9:50 am Impact of the Affordable Care Act on Small Businesses Presented by Kirsten Stewart, Esq., Sherman & Howard L.L.C. 10:40 am Networking Break 10:50 am Issues in Probating Business Interests Presented by Nancy Crow, Esq., Pendleton Wilson Hennessey & Crow, P.C. 11:40 am Charitable Planning Using Closely Held Business Interests Presented by Jeff Gott, Senior Vice President of Generosity, WaterStone 12:30 pm Lunch on Your Own 1:30 pm The Ethical Minefield of Advising Family Owned Businesses Presented by Karen Brady, Esq., Karen L. Brady & Associates, P.C. 2:20 pm 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 3:10 pm Networking Break 3:25 pm Securities Issues for Closely Held Businesses Presented by Gil Selinger, Esq., Fairfield and Woods P.C. 4:15 pm Adjourn REGISTER FOR THIS PROGRAM ONLINE! Go to

4 MEET YOUR DISTINGUISHED FACULTY PROGRAM CHAIR Constance Smith, Esq. Fairfield and Woods P.C. Jeff Gott Senior Vice President of Generosity WaterStone Greenwood Village, CO FACULTY Karen Brady, Esq. Karen L. Brady & Associates, P.C. Arvada, CO David Cohn Certified Ownership Thinking Consultant Da Vinci Global Consulting LLC Parker, CO Nancy Crow, Esq. Pendleton Wilson Hennessey & Crow, P.C. Terri Finney, Psy.D. Da Vinci Global Consulting LLC Carol Lewis Partner and firmwide leader of Valuation Services BKD CPAs & Advisors Rob MaCoy Partner and Accounting and Auditing Director BKD CPAs & Advisors Gil Selinger, Esq. Fairfield and Woods P.C. Kirsten Stewart, Esq. Sherman & Howard L.L.C. WEBCAST INFORMATION WEBCASTING IS GREEN! Course materials are provided in PDF format to all webcast attendees. If you prefer to receive the materials in paper form, you must make this request at the time of registration; the materials will be shipped when available and we cannot guarantee that you will receive them prior to the program. WEBCASTING IS EASY! THE MINIMUM SYSTEM REQUIREMENTS: Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free Download here: Adobe Flash Player v. 11.X or higher (Free Download here: Tablets and ios devices will need a web browser and a high speed wi-fi connection. Our video is encoded HTML5 compliant x264 format which will play on any contemporary device with sufficient bandwidth. You will also need a sound card and speakers, and a current web browser TIPS FOR A BETTER WEBCAST EXPERIENCE: FAQs#webcastvod You will receive a confirmation and instructions to view the webcast via upon registration.

5 CLOSELY HELD BUSINESSES - Strategies for Tackling Key Issues Register by PHONE when using VISA, MC or AmEx In Denver: (303) Toll-Free: (888) Or FAX form to when using VISA, MC or AmEx FAX to: (303) Or MAIL form to CLE in Colorado 1900 Grant St, Suite Or Register ONLINE when using VISA, MC or AmEx Go to PROGRAM ORDER FORM STEP 1 - REGISTRATION TYPE: (Select live program, live webcast, or video replay) LIVE PROGRAM: APRIL 30, In Denver at the CBA-CLE Classroom, 1900 Grant St., Suite 300 (BL043015L) LIVE WEBCAST: APRIL 30, Must have access to high-speed internet (BL043015W) VIDEO REPLAY: MAY 21, Please indicate video replay location: Denver: CBA-CLE Classroom, 1900 Grant Street, Suite 300 (BL043015V) Colorado Springs: 421 S. Tejon Street, Suite 100 (BL043015VCS) Grand Junction: 1250 E. Sherwood Drive (BL043015VGJ) STEP 2 - MATERIALS FORMAT: Materials on Flash Drive (pick up at conference) Printed Book (pick up at conference) STEP 3 - REGISTRATION CATEGORIES: Non-member: CBA Member: CBA Business Law Section Member: Paralegal/Legal Support Staff: New Lawyer - CBA Business Law Section Member; in practice < 5 years: CLE Elite Pass Holder:...FREE PROGRAM ORDER FORM TOTAL HOMESTUDY ORDER FORM To receive CLE Credit you must purchase both the course materials AND the recorded seminar. STEP 1 - SELECT DESIRED PRODUCT FORMAT: Video-On-Demand (BL043015N) MP3 Audio Download (BL043015J) Paper course materials and recorded homestudy on CD-Rom (BL043015D) STEP 2 - SELECT PAYMENT CATEGORY: Non-member: CBA Member: Elite CLE Pass Holder (MP3 and VOD ONLY):...FREE Basic CLE Pass Holder: (MP3 and VOD ONLY)...FREE STEP 3 - COURSE MATERIALS ONLY: (Paper Only - BL043015C) Skip this step if you purchased the HOMESTUDY. Non-member: 125 CBA Member: 95 Price Shipping & Handling Subtotal Applicable Sales Tax (7.62% Denver, 4% RTD and 2.9% rest of Colo.) NOTE: Shipping & handling only applies to orders you receive via mail. Materials will be mailed to you approximately 2 weeks after live program. HOMESTUDY TOTAL Name Atty. Reg. # Firm/Organization Address Street Address City State Zip Telephone ( ) Fax ( ) Enclosed is my check made payable to CBA-CLE VISA MasterCard AmEx Credit Card # Exp. Date Signature Required for credit card orders CLE Use Only: Check #: Approval #:

6 Closely Held Businesses Strategies for Tackling Key Issues Co-sponsored by the Business Law Section of the Colorado Bar Association LIVE PROGRAM & LIVE WEBCAST: APRIL 30, 2015 Live program will be at the CBA-CLE Classroom, 1900 Grant Street, Suite 300, VIDEO REPLAYS: MAY 21, 2015 Denver, Colorado Springs, and Grand Junction CLE CREDITS: Submitted for 7 General CLE Credits, Including 1 Ethics Credit REGISTER FOR THIS PROGRAM ONLINE! Go to Grant Street, Suite 300, Denver, Colorado Nonprofit Org. U.S. Postage Paid Permit No. 1638