Business and Tax Law — Strategic Planning

35th Annual National CLE & Ski Conference

 


Program Agen
da:

Business and Tax Law — Strategic Planning

 

January 3-7, 2018, Marriott Vail Mountain Resort & Spa  

 

Program Co-Chairs:

Richard A. Shapack, Shapack Gurrola, PLC, and RSM Development LLC, Bloomfield Hills, MI

Daniel S. Welytok, von Briesen & Roper, s.c., Milwaukee, WI

 

Co-sponsored by the ABA Section of Taxation

 

  • Hear Experts from Around the Country Address a Range of Tax and Legal Planning Issues That Arise When Advising Business Clients
  • Attend and Gain Insights on Drafting Real Estate Joint Venture Agreements, Expert Testimony in Business Cases, 2017 Tax Reform, Recent Developments in Labor and Employment Law, Partnership Compensation, Business Aspects of Entrepreneurship, Employee Equity Incentives for Closely Held Businesses, Business Financing/Capital Formation, New Partnership Audit Procedures, Dissolution Issues for LLCs/LPs, Drafting Considerations for LLC/LP Agreements, and Series LLCs and the Uniform Protected Series LLC Act
  • Polish Your Skills and Update Your Knowledge to Better Represent Your Business Clients in a Unique Educational Environment  

 

Wednesday, January 3, 2018

3:00 – 7:00 p.m.                     

Registration

 

4:30 – 5:30 p.m.                   

Drafting Real Estate Joint Venture Agreements
Trevor A. Crow, Otten Johnson Robinson Neff + Ragonetti, Denver, CO    

 

5:30-6:30 p.m.                      

Business Law Vignettes (From the Perspective of Occasional Witnesses, and a Trial Lawyer Who Uses Them)         
J. William Callison, Faegre Baker Daniels LLP, Denver, CO

Peter Koclanes, Sherman & Howard, L.L.C., Denver, CO

Herrick K. Lidstone, Jr., Burns Figa & Will, P.C., Greenwood Village, CO              

                                                                                    

Thursday, January 4, 2018

7:00 – 8:00 a.m.                   

2017 Tax Reform for Business Lawyers              
John “Jack” C. Sawyer, Alston & Bird LLP, Atlanta, GA
                                                                

 

8:00 – 9:00 a.m.                    

2017 Labor and Employment Law Update for Business Lawyers

Steven W. Suflas, Ballard Spahr, Denver, CO, and Cherry Hill, New Jersey                                       

                                                                                                                                                                            

4:30- 6:30 p.m.                  

Plenary Session – More Fun with Ethics at the Movies
Larry J. Cohen, Ph.D., J.D., Cohen’s Counsel, Bethel, VT

 

6:30 p.m.                              

Wine Reception
                                                  

Friday, January 5, 2018

 

7:00 – 8:00 a.m.               

Partnership Compensation                                                       

Robert R. Keatinge, Holland & Hart LLP, Denver, CO

 

8:00 – 9:00 a.m.              

Business Aspects of Entrepreneurship: Planning, Financing, and More

Richard A. Shapack, Shapack Gurrola, PLC, and RSM Development LLC, Bloomfield Hills, MI

Andrew Shapack, Mohawk Medical Properties REIT, Toronto, Canada

Daniel S. Welytok, von Briesen & Roper, s.c., Milwaukee, WI

                                               

4:30 – 5:30 p.m.              

Employee Equity Incentives for Closely Held Businesses

Stephen W. Donelson, Ballard Spahr, Denver, CO

Shawn L. McIntire, Ballard Spahr, Denver, CO

Nathan E. Seiler, Ballard Spahr, Denver, CO

 

5:30 – 6:30 p.m.               

Business Financing/Capital Formation
Stephen W. Donelson, Ballard Spahr, Denver, CO

Shawn L. McIntire, Ballard Spahr, Denver, CO

Nathan E. Seiler, Ballard Spahr, Denver, CO

 

Saturday, January 6, 2018

7:00 – 8:00 a.m.               

Preparing for the New Partnership Audit Procedures  
Sarah Ritchey, Holland & Hart LLP, Denver, CO

Monisha Santamaria, Ernst & Young LLP, Los Angeles, CA

 

8:00 – 9:00 a.m.             

Dissolution Issues for Limited Liability Companies (LLCs)/Limited Partnerships (LPs)
Melissa Stubenberg, Richards Layton & Finger, PA, Wilmington, DE

Joshua J. Novak, Richards Layton & Finger, PA, Wilmington, DE                

 

 

 

4:30 – 5:30 p.m.               

Drafting Considerations of Limited Liability Companies (LLCs)/Limited Partnerships (LP) Agreements    

Melissa Stubenberg, Richards Layton & Finger, PA, Wilmington, DE

Joshua J. Novak, Richards Layton & Finger, PA, Wilmington, DE                

5:30 – 6:30 p.m.                 

Series Limited Liability Companies (LLCs) and the Uniform Protected Series LLC Act            
Lou T.M. Conti, Holland & Knight LLP, Tampa, FL  

 

Sunday, January 7, 2018

 

Plenary Sessions

                                                    

7:00 – 8:00 a.m.    

The Ethical Boundaries of Adversary Investigations

  • Addressing the Need for Information about Your Adversaries, Including Such in Intellectual Property Disputes
  • Investigative Techniques Generally, and Use of Private Investigators, Specifically  
  • Applicable Law and Rules, Including Rules 4.1 (a), 4.2, 4.3, 4.4(a), 8.4(c), and 5.3 of the ABA Model Rules of Professional Conduct
  • Potential Penalties and Consequences for Violations
  • Case Analyses and Hypotheticals

Presented by Michael Chiappetta, Senior Legal Editor, Intellectual Property & Technology, Practical Law, New York, NY.  Your speaker will share with you his experiences in the intellectual property practice area along with how such ethical considerations may apply in other practice areas and other practice area examples
8:00 – 9:00 a.m.    
E-Discovery and Ethical Considerations
Gregory MacFarlane, JD, Legal Consultant│E-Discovery Specialist, Thomson Reuters, New York, NY
 
                         

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