8:55 Welcome and Introductions
9:00 Legal Entity Choice
Jeffrey R. "Jeff" Wolfe, Schell Bray PLLC, Greensboro
This session covers the basics of legal entity formation, including the reasons and purposes behind forming an entity. Walk through the different legal and tax structures available when forming an entity and discuss how those decisions impact various events in the life of an entity, including ownership changes, financing needs, employee management and exit events.
9:55 Basics of Business Taxation
Katie A. Lawson, The Law Office of Katie A. Lawson PLLC, Durham
Join us for a high-level overview of the taxation of business entities, with a focus on explaining common tax types that are shared by all business entities. Learn the tax advantages and tax pitfalls for each entity type to address general tax questions and advise business clients to choose the business structure that works best for the business.
11:05 Corporation Organization and Operations
Stephen F. Later, Robbins May & Rich LLP, Pinehurst
Gain insights about the critical decisions in organizing and operating a corporation, including choice of jurisdiction of incorporation; corporate ownership, capital and management structure; articles of incorporation; optional charter provisions; bylaws; organizational meeting; initial and ongoing filing and reporting requirements; shareholder and restrictive stock agreements; corporate housekeeping; meetings of directors and shareholders; charter and bylaw amendments; stock transfers; foreign qualification; and dissolution and liquidation.
12:05 Lunch Break
1:05 Issue Spotting: Overview of Common Intellectual Property (IP) Issues for Non-IP Attorneys
Douglas W. "Doug" Meier, NK Patent Law PLLC, Raleigh
Join us for an overview of common IP issues that you may run into when representing your business clients. We cover issues that often arise in the patent, copyright, trademark and trade-secret contexts. Also, learn about fact patterns that lead to common IP issues. And lastly, we highlight important considerations for discussing these issues with your clients.
1:45 Merger & Acquisition Transactions
Brandy B. Milazzo, Ascension Law, Charlotte
This session provides an overview of merger and acquisition transactions.
2:40 Basics of Private Placements
April E. Kight, Schell Bray PLLC, Greensboro
Your company client plans to raise money from friends and family or a few other investors. How hard can it be? This session explores the securities considerations in a typical private placement transaction, including the importance of "accredited investors" and the most commonly used exemptions from registration: Section 4(a)(2) of the Securities Act and the safe harbor under Rule 506.
3:35 Basics of Employment Law
Elizabeth Gift, Ogletree Deakins Nash Smoak & Stewart PC, Charlotte
From discrimination and wage and hour concerns to leave laws and non-compete agreements, this interactive session seeks to provide attendees with a foundation for understanding and addressing common employment law concerns relevant to any North Carolina employer.
4:30 Tech Tips for Lawyers to Make Your Practice More Efficient‡
Catherine Sanders Reach, North Carolina Bar Association, Cary
Are you looking for ways to work smarter and not harder? Do you want to leverage the tools you already have more effectively? Do you want to ease security worries? How about making it easier to work with clients? Want to automate repetitive workflows and manage tasks more efficiently? In this session, receive an actionable to-do list of tips to help you manage your practice so you can focus on practicing law.
‡ Indicates portion providing Technology Training credit
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