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Overview

Key Forms, Agreements, Checklists, and Reporting Requirements

Behind every successful business entity is a skilled professional who ensures the foundation is solid. This practical briefing will empower you with the knowledge, forms, and checklists you need to play a pivotal role in the formation of different types of limited liability companies (LLCs). Whether you're new to the field or looking to sharpen your skills, this program will provide you with the practical guidance needed to support attorneys and clients effectively. Become an indispensable asset in the entity formation process - register today!

• Review all the forms and steps needed to form an LLC.
• Discover the nuances of creating different types of LLCs.
• Identify critical recordkeeping and reporting practices that reinforce the validity of the LLC.

Abbreviated Agenda

1. Steps, Forms, and Checklists for Forming an LLC
2. Filing Articles of Organization and Drafting Operating Agreements
3. How Formation Differs Based on the "Check-the-Box" Election
4. Single-Member vs. Multi-Member LLCs; Member-Managed vs. Manager-Managed
5. What's Different About Forming Professional LLCs? Series LLCs? L3Cs? Foreign LLCs?
6. Recordkeeping and Reporting Requirements