Gain an understanding of the business compliance requirements that are needed for the proper business entity for your clients and business.
One of the crucial decisions business clients make is choosing the type of business entity for their new business. There are many advantages and disadvantages to consider and the entity type choice will have significant impacts on the organization, governance, and compliance necessary for the business. Once the company has been formed, there are further important issues businesses will face. This program will help identify and differentiate the various types of business entities and will also help you identify the process and important factors involved so you and your attorney will be able to select the proper form of business entity for your business client to succeed and thrive. The topic also explains the various areas of compliance businesses face. This program will also provide information regarding navigating ethical landmines that might arise in advising businesses. method required for analyzing the race and gender of applications received and how this relates to the hiring process. This topic is critical to ensure understanding of some of the important issues faced with business clients.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Business Formation and Organization
- Review of Business Objectives and Goals
- Comparison of Advantages and Disadvantages of Business Entity Types
- Factors Involved in Choosing an Entity Type
- Tax Classification of Business Entities
- Drafting Organizational Documents
Business Compliance Requirements
- Identifying Business and Entity Type Specific Registration Requirements
- B. Maintaining the Integrity of the Business Entity
- Doing Business Outside the Business Entity's State of Formation
- Existing Federal Rules and Regulations and Current Legislation
Ethical Considerations for Paralegals
- Unauthorized Practice of Law
- Identifying Who Is the Client
- Conflicts of Interest
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 13, 2023.
Call 1-866-352-9540 for further credit information.
- NALA 1.06
- This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements.
Program Length: 1.06 hour(s).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Lisa M. Dembiczak
Miller Nash LLP
- Corporate Paralegal in the Seattle Office of Miller Nash LLP
- Assists the firm’s attorneys with the formation and dissolution of domestic and foreign corporations and limited liability companies, and provides support on business transactions, including mergers and acquisitions. Lisa handles ongoing corporate maintenance for the firm’s corporate clients.
- Has experience with securities compliance filings and the administration of service of process for corporate clients
- Assisted with the preparation of corporate documents and filings related to the sale of an internet software and services company. Managed DocuSign closing with approximately 40 closing documents and multiple signers
- Assisted with the acquisition of a software development company by a global consulting company. Created and managed a complex data room, assisted with closing documents, and managed the signature process.
- Assisted with a Canadian company’s acquisition of two U.S.-based car dealerships. Managed information on purchaser entities and the Motor Vehicle Dealer Endorsement application process.
- University of Washington Extension, Paralegal Certificate; Washington State University, B.A degree
Brenna C. Dickey, RP
Miller Nash Graham & Dunn LLP
- Paralegal in the Portland Office of Miller Nash LLP
- Member of Miller Nash’s Business Forms Task Force
- A PACE® Registered paralegal in Miller Nash LLP’s business department, assisting our firm’s clients and attorneys with corporate formation and maintenance, transaction due diligence review, and mergers and acquisitions
- Author of various publications related to the area of business
- Presenter on various issues related to the area of business
- B.A. degree in Political Science, University of Oregon; B.A. degree in Journalism (News Editorial), University of Oregon; Post-Graduate Paralegal Certificate; University of California, Los Angeles
- Member of various bars and associations
- Named the Oregon Paralegal Association’s Outstanding Member of the Year several times and was awarded OPA’s President Award
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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