Understanding the fundamentals of LLCs and knowing if it's the right pathway for you.
There's a whole craze around setting up an LLC when you first get started. Many people think it's the right thing to do because it's what they're 'supposed to do' or the 'common thing to do.' Well, this isn't right for everyone, and it can sometimes be hard to figure out when it's the right choice for you. In this topic I'm going to break down simple and clear strategies that will help you determine if an LLC is right for you. My main focus will be on strategically forming an LLC and estate plan to give you the right set up for your assets to be protected and possibly achieve tax savings.
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Why Lorman?
Over 32 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
Various Types of LLCs and Their Specific Purposes
- Single Member LLCs
- Multi-Member LLCs
- Series LLCs
- Retirement Plan LLCs
- Coordinating the LLC With Overall Estate, Tax and Asset Protection Plan
- How to Present to Your Client Simple to Complex Plans
Tax Planning vs. Asset Protection When Utilizing LLCs
- Ordinary Income vs. Passive Income
- Cope - Charging Order Protection Entities
- Wyoming - New Mexico - or Other States- Which Is Best?
- Company Maintenance for the LLC ?
Special Provisions and Planning With LLCs
- Business Succession Plans
- Buy-Sell Agreements
- Retirement Plan LLC Compliance
- Privacy Planning Strategies With the LLC
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Why Lorman?
Over 32 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 Webinar
This course was last revised on March 20, 2018.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.5
- Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.5
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- GA CLE 1.5
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
- HI CLE 1.25
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hours.
- IL CLE 1.25
- This course was approved for a total of 1.25 hours of MCLE Credit by the Illinois MCLE Board.
- ME CLE 1.0
- This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit under M. Bar R. 12.
- MO CLE 1.8
- This course qualifies for self-study CLE credit in Missouri.
- MS CLE 1.5
- This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.5 credit hours.
- MT CLE 1.5
- This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
- ND CLE 1.5
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.
- NH MCLE 1.5
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes.
- NJ CLE 1.8
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
- NM CLE 1.5
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
- NV CLE 1.5
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
- NY CLE 1.5 including Areas of Professional Practice 1.5
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.5
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
- TN CLE 1.47
- This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.47 hours of credit.
- UT CLE 1.5
- This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
- VT CLE 1.5
- This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of self-study CLE credit.
- WA CLE 1.5
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
- WI CLE 1.5
- This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
- WV MCLE 1.8
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
- AK CLE 1.5
- Arizona CLE 1.5
- CA MCLE 1.5
- GA CLE 1.5
- HI CLE 1.5
- IL CLE 1.5
- ME CLE 1.5
- MO CLE 1.8
- MT CLE 1.5
- NJ CLE 1.8
- NM CLE 1.5
- NV CLE 1.5
- NY CLE 1.5 including Areas of Professional Practice 1.5
- UT CLE 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 1.8
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- AK CLE 1.5
- Arizona CLE 1.5
- CA MCLE 1.5
- HI CLE 1.5
- IL CLE 1.5
- ME CLE 1.5
- MO CLE 1.8
- MT CLE 1.5
- NJ CLE 1.8
- NM CLE 1.5
- NV CLE 1.5
- NY CLE 1.5 including Areas of Professional Practice 1.5
- UT CLE 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 1.8
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
More Program Information
Why Lorman?
Over 32 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
Mark J. Kohler
Kyler, Kohler, Ostermiller & Sorenson
- Partner in the office of Kyler, Kohler, Ostermiller & Sorenson Lawyers (KKOS Lawyer) | Kohler & Eyre CPAs (K&E CPAs)
- Practice emphasizes all aspects of providing clear and understandable tax and legal advice to entrepreneurs
- Conducts regular seminars and workshops on tax and legal strategy hosted by Entrepreneur Media
- Author of several publications related to the areas of creating Financial Freedom through savvy tax planning and business entity set up. Newest book, The Business Owner’s Guide to Financial Freedom published by Entrepreneur Books and awarded Best Seller on Amazon the day it launched
- M.Pr.A, C.P.A. and J.D. degrees
- Member of the BAR (Idaho & Utah), CPA (Utah, California, Idaho, Arizona, Hawaii)
- Can be contacted at [email protected], (435) 586-9366 or on Twitter®: @markkohler
More Program Information
Why Lorman?
Over 32 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.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
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