2022

Nuts and Bolts of LLCs, LPs and Partnerships

Austin Jul 13, 2022 Sheraton Austin Hotel at the Capitol
Conference Concluded

Live Webcast Jul 13, 2022
Conference Concluded

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Related products: eConference Materials

Download Brochure (PDF)

Overview

Back this year, the Nuts and Bolts of LLCs, LPs and Partnerships is a perfect refresher for seasoned practitioners and a great introduction for those new to the area of unincorporated entities. This workshop covers pre-formation decisions and considerations, such as choice of entity and jurisdiction, formation and post-formation filing issues with the Secretary of State, issues faced when drafting company agreements, litigation tips, and participate in a moderated Q&A segment with the panel.

Stay on for LLCs, LPs and Partnerships Conference for a deeper dive.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Wednesday Afternoon, July 13, 2022
Presiding Officer:
Dan G. Baucum, Ferguson Braswell Fraser Kubasta PC - Plano, TX
3:00 pm
Austin Only

Registration Opens
3:20 pm

Welcoming Remarks
3:30 pm

1.50 hrs

Nuts and Bolts of LLCs, LPs and Partnerships: Part One

A primer for those new to forming LLCs, LPs and partnerships and a refresher for seasoned practitioners on the basics of business entity formation. Topics include pre-formation decisions such as choice of entity, governance, and exit strategy considerations that impact formation choices, as well as formation and post-formation filing issues with the Secretary of State.

Moderator:
Dan G. Baucum, Ferguson Braswell Fraser Kubasta PC - Plano, TX
Panelists:
Mackey Culbertson, Ferguson Braswell Fraser Kubasta PC - Plano, TX
Jasmine DiLucci, JD Tax Law - Coppell, TX
Chase Howell, Texas Secretary of State - Austin, TX
Materials By:
Carmen Flores, Texas Secretary of State - Austin, TX
5:00 pm

15 Minute Break
5:15 pm

1.25 hrs

Nuts and Bolts of LLCs, LPs and Partnerships: Part Two

Engage in a discussion of issues faced when drafting LLC company agreements, and participate in a moderated Q&A segment with the panel on pre-exit due diligence considerations that affect entity choice and S corp elections by LLCs. Please submit your questions in advance to ConferenceQA@utcle.org.

Moderator:
Dan G. Baucum, Ferguson Braswell Fraser Kubasta PC - Plano, TX
Panelists:
Mackey Culbertson, Ferguson Braswell Fraser Kubasta PC - Plano, TX
Jasmine DiLucci, JD Tax Law - Coppell, TX
Chase Howell, Texas Secretary of State - Austin, TX
Materials By:
Carmen Flores, Texas Secretary of State - Austin, TX
6:30 pm

Adjourn

Download Schedule

Conference Faculty

Dan G. Baucum

Ferguson Braswell Fraser Kubasta PC
Plano, TX

Mackey Culbertson

Ferguson Braswell Fraser Kubasta PC
Plano, TX

Jasmine DiLucci

JD Tax Law
Coppell, TX

Carmen Flores

Texas Secretary of State
Austin, TX

Chase Howell

Texas Secretary of State
Austin, TX

Planning Committee

John C. Ale

Southwestern Energy Company (Retired)
Houston, TX

Erreka Campbell

Apple, Inc.
Austin, TX

Traci Cotton

Texas Secretary of State
Austin, TX

Brady J. Cox

Jackson Walker LLP
Dallas, TX

Barbara Spudis de Marigny

Baker Botts
Houston, TX

William D. Elliott

Elliott, Thomason & Gibson, LLP
Dallas, TX

Cliff Ernst

Austin, TX

Carmen Flores

Texas Secretary of State
Austin, TX

Trenton Hood

Winstead PC
Dallas, TX

Brandon S. Jones

Winstead PC
Fort Worth, TX

Robert R. Keatinge

Holland & Hart LLP
Denver, CO

Elizabeth S. Miller

Waco, TX

April Rogers

The University of Texas School of Law
Austin, TX

Sally A. Schreiber

Attorney at Law
Dallas, TX

K. "Andy" Tiwari

Tiwari, PLLC
San Antonio, TX

Lorna S. Wassdorf

Austin, TX

MCLE Credit

Texas – 2.75 hrs
Legal Specialization(s): Civil Appellate Law, Consumer Law, Civil Trial Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 2.75 hrs

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 3.50 hrs

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 2.50 hrs

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 2.75 hrs

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

National Accounting CPE – 3.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 3.00 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

MCLE Credit

Texas – 2.75 hrs
Legal Specialization(s): Civil Appellate Law, Consumer Law, Civil Trial Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 2.75 hrs

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 3.50 hrs

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 2.50 hrs

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 2.75 hrs

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

CPA - Other States – Expected – 3.00 hrs

You may use this accounting certificate to self-report your CPA credit to various states. Use this handy registry guide for state-by-state rules: https://www.nasbaregistry.org/cpe-requirements

TX Accounting CPE – 3.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Jul 13, 2022 – Sheraton Austin Hotel at the Capitol

Conference Concluded

Live Webcast – Jul 13, 2022

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $135.00 Regular pricing: Jul 6, 2022

$185.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $120.00 Regular pricing: Jul 6, 2022

$170.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $110.00 Regular pricing: Jul 6, 2022

$160.00 for registrations received after this time

Last day for cancellation (full refund): Jul 8, 2022

$50 processing fee applied after this date

Last day for cancellation: Jul 11, 2022

Individual
Last day for $135.00 Regular pricing: Jul 6, 2022

$185.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $120.00 Regular pricing: Jul 6, 2022

$170.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $110.00 Regular pricing: Jul 6, 2022

$160.00 for registrations received after this time

Last day for cancellation (full refund): Jul 8, 2022

$50 processing fee applied after this date

Last day for cancellation: Jul 11, 2022

Venue

Sheraton Austin Hotel at the Capitol

701 E. 11th Street
Austin, TX 78701
512-478-1111
1-888-627-8349 (reservations)
Map

Accommodations

A limited number of rooms have been reserved at a special rate of $159 per night. The special room rate is available until June 27, or until the room block is exhausted, whichever comes first. You can reserve by calling 888-627-8349 and mentioning "2022 Partnerships Conference" and mini hotel code LV2, or by visiting their website.

Parking Information

Self-parking is available in the hotel's attached parking garage, with an entrance along E. 11th St. Daily self-parking is $25 per car, per day and overnight is $30.

2022

Nuts and Bolts of LLCs, LPs and Partnerships

Austin Jul 13, 2022 Sheraton Austin Hotel at the Capitol Conference Concluded

Live Webcast Jul 13, 2022 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Wednesday Afternoon, July 13, 2022

Conference Faculty

Dan G. Baucum

Mackey Culbertson

Jasmine DiLucci

Carmen Flores

Chase Howell

Planning Committee

John C. Ale

Erreka Campbell

Traci Cotton

Brady J. Cox

Barbara Spudis de Marigny

William D. Elliott

Cliff Ernst

Carmen Flores

Trenton Hood

Brandon S. Jones

Robert R. Keatinge

Elizabeth S. Miller

April Rogers

Sally A. Schreiber

K. "Andy" Tiwari

Lorna S. Wassdorf

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

Sheraton Austin Hotel at the Capitol

Accommodations

Parking Information

Stay in the loop with UT Law CLE

Austin Jul 13, 2022 Sheraton Austin Hotel at the Capitol
Conference Concluded

Live Webcast Jul 13, 2022
Conference Concluded