It was really very interesting, and I liked the sessions that mentioned series LLCs. Really good.
Always a great course - thank you!
Interesting topics and useful information. Thank you to all the excellent speakers.
Good selection of topics and presenters. The privacy panel was great.
Technical Questions?
512.475.6700
service@utcle.org
- System Test
-
$745 Add to Cart
2023 highlights include:
- Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State.
- Examine recent cases under state and federal law exploring the boundaries of “What is a Security?”.
- Hear a summary of selected bills passed in the 2023 Texas Legislature affecting partnerships and limited liability companies.
- Texas Two-Step: What’s all the Fuss About? Provides a summary of the state of play in this zone.
- Covenants Not to Compete and the Proposed FTC Ban covers the proposed rule, the status of potential opposition to the rule, as well as what businesses should do to prepare in the event the rule is approved in its current form.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 12.00 | 3.00 ethics
- Credit Info
- TX, CA, PA
- Specialization: Civil Appellate Law | Consumer Law | Civil Trial Law | Tax Law
- TX MCLE credit expires: 8/31/2025
Preview Sessions
Show session details
Elizabeth S. Miller, Douglas K. Moll
Download session materials for offline use
Session 1
—62 mins
1.00
Case Law Update (Sep 2023)
A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs).
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Elizabeth S. Miller,
Baylor Law School - Waco, TX
Douglas K. Moll,
University of Houston Law Center - Houston, TX
Show session details
Lauren White
Download session materials for offline use
Session 2
—26 mins
0.50
Part One: Corporate Transparency Act Regulations (Sep 2023)
Hear an overview of the Corporate Transparency Act and related regulations and a discussion regarding who is a reporting company, who is a beneficial owner, and what information will be required to be disclosed.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Lauren White,
Haynes and Boone, LLP - Dallas, TX
Show session details
Charis B. Clawson, Taylor Fitzner
Download session materials for offline use
Session 3
—29 mins
0.50 | 0.50 ethics
Part Two: Corporate Transparency Act Regulations and the Practical Implications (Sep 2023)
A practice-focused review on the implications of the CTA for lawyers who serve or who have served as an organizer of covered entities and what communications and safeguards practitioners can implement now to prepare themselves and their clients for the implementation of the CTA.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Charis B. Clawson,
Baird, Crews, Schiller and Whitaker, P.C. - Temple, TX
Taylor Fitzner,
Baird, Crews, Schiller and Whitaker, P.C. - Temple, TX
Show session details
Cliff Ernst, K. "Andy" Tiwari
Download session materials for offline use
Session 4
—45 mins
0.75
Capital Call Provisions in LLC and Partnership Agreements (Sep 2023)
A discussion of planning and drafting issues related to capital calls by LLCs and partnerships, including an analysis of relevant case law and examples of capital call contract provisions.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Cliff Ernst,
McGinnis Lochridge - Austin, TX
K. "Andy" Tiwari,
Tiwari, PLLC - San Antonio, TX
Show session details
Kevin Koronka
Download session materials for offline use
Session 5
—26 mins
0.50
Covenants Not to Compete and the Proposed FTC Ban (Sep 2023)
In January, the Federal Trade Commission announced a proposed rule that, if enacted, would amount to a near-total ban on the use of non-compete agreements and leave employers with fewer legal means of protecting their confidential and proprietary information. This presentation will cover the proposed rule, the status of potential opposition to the rule, as well as what businesses should do to prepare in the event the rule is approved in its current form.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Kevin Koronka,
Husch Blackwell LLP - Austin, TX
Show session details
Daryl B. Robertson
Download session materials for offline use
Session 6
—47 mins
0.75
Texas Legislative Update for Partnerships and LLCs (Sep 2023)
Summary of selected bills passed in the 2023 Texas Legislature affecting partnerships and limited liability companies.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Daryl B. Robertson,
Hunton Andrews Kurth LLP - Dallas, TX
Show session details
Rich Moore
Download session materials for offline use
Session 7
—43 mins
0.75
Texas Tax Update (Sep 2023)
A discussion of Texas taxes, including some potential opportunities and pitfalls facing LLCs, LPs, and Partnerships.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Rich Moore,
Reed Smith LLP - Austin, TX
Show session details
Brandon Bloom
Download session materials for offline use
Session 8
—33 mins
0.50
A Resurgence of the Capital Gain Exclusion Under Section 1202 (Qualified Small Business Stock) (Sep 2023)
In recent years, there has been a resurgence in companies structured to qualify for the capital gain exclusion under Section 1202 for qualified small business stock. Hear a review of the essential requirements for a business to qualify for this attractive tax benefit, important considerations for business owners and investors, and the use of LLCs and partnerships in Section 1202 structures.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Brandon Bloom,
Holland & Knight LLP - Dallas, TX
Show session details
Byron F. Egan
Download session materials for offline use
Session 9
—42 mins
0.75 | 0.25 ethics
Texas Two-Step: What’s all the Fuss About? (Sep 2023)
The Texas Business Organizations Code permits a Texas corporation, LLC or limited partnership to merge into itself and thereby divide its assets and liabilities among itself and one or more additional new entities, but may not thereby prejudice the rights of its creditors under existing laws. Delaware permits LLC and limited partnerships (but not corporation) to effect similar divisions. Recently businesses with mass tort liability litigation have used divisive mergers to apportion their assets and liabilities so that the litigation is allocated to a surviving new entity with limited assets, filed for bankruptcy, and the plaintiffs have challenged the actions in courts with mixed results. Hear a summary of the state of play in this zone.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Byron F. Egan,
Jackson Walker LLP - Dallas, TX
Show session details
Cliff C. Gardner
Download session materials for offline use
Session 10
—31 mins
0.50 | 0.25 ethics
Updates from Delaware (Sep 2023)
A survey of recent Delaware cases addressing significant issues, including fiduciary duties, elimination of fiduciary duties and contractual interpretation in the context of LLCs and partnerships (including limited partnerships and LLPs).
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Cliff C. Gardner,
Skadden, Arps, Slate, Meagher & Flom LLP - Wilmington, DE
Show session details
Michael A. DePompei, Frank Z. Ruttenberg
Download session materials for offline use
Session 11
—32 mins
0.50
Drafting Net Profit Agreements (Sep 2023)
Net profits agreements are used in transactions where the parties have an interest in sharing in profits but do not want to create or participate in an entity arrangement with the parties involved. Net profits agreements raise a number of issues which may be as basic as the very definition of what the parties intend to share, as well as the methods of payout, the impact on tax consequences of these arrangements and concerns relating to the unintended partnership. Review the issues lawyers may need to consider with their clients to draft an effective net profits agreement.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Michael A. DePompei,
Haynes Boone, LLP - Dallas, TX
Frank Z. Ruttenberg,
Haynes Boone, LLP - San Antonio, TX
Show session details
Skyla R. Banks, Fisayo Fadelu, Brice White
Download session materials for offline use
Session 12
—56 mins
1.00 | 1.00 ethics
Practicing of Law Across State Lines, Cross Border Issues and Privacy (Sep 2023)
Privacy laws continue to develop and evolve as regulators promulgate regulations and laws that seek to protect and permit individual privacy rights and remedies. Gain insight on issues that arise in privacy, including COPA and biometric data, and will discuss the expectation for the development of new privacy laws within the United States and best practices to adopt when responding to privacy incidents and advising clients and internal stakeholders.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Skyla R. Banks,
Amplitude, Inc. - Dallas, TX
Fisayo Fadelu,
Pecan Street - Austin, TX
Brice White,
Meta, Inc. - Dallas, TX
Show session details
Chase A. Howell
Download session materials for offline use
Session 13
—44 mins
0.75
Secretary of State Update (Sep 2023)
Learn about filing tips and resources that will make your transactions with the Secretary of State easier and more predictable; hear updates on notable legislation and our system modernization initiative.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Chase A. Howell,
Texas Secretary of State - Austin, TX
Show session details
Christine Hurt
Download session materials for offline use
Session 14
—45 mins
0.75
Unincorporated Interests as Securities Under Federal Law and State Law (Sep 2023)
Everyone knows that corporate stock and bonds are securities under both federal and state law, but what about limited partnership interests? LLP interests? LLC interests? Joint venture interests? Explore recent cases under state and federal law exploring the boundaries of “What is a Security?”.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Christine Hurt,
Southern Methodist University Dedman School of Law - Dallas, TX
Show session details
Dan G. Baucum, Adrienne Randle Bond
Download session materials for offline use
Session 15
—46 mins
0.75
Structuring Acquisitions and Sales when the Target is an S Corp (Sep 2023)
Explore popular structuring methods used to acquire businesses operating as an S Corp, including a step-by-step analysis of the tax-free S Corp “F” Reorganization technique whereby a target S Corp is converted into an LLC that is acquired by the purchaser. Alternative structuring options, equity rollovers, and S Corp due diligence issues also will be discussed.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Dan G. Baucum,
Ferguson Braswell Fraser Kubasta PC - Plano, TX
Adrienne Randle Bond,
Frost Brown Todd LLP - Houston, TX
Show session details
William H. Hornberger, Raúl Navarro
Download session materials for offline use
Session 16
—44 mins
0.75
Texans Doing Business in Mexico and Mexicans Doing Business in Texas (Sep 2023)
Review and update structuring principals for Mexico-sourced investment in the U.S., and U.S.-sourced investment in Mexico, and provide highlights of U.S. tax developments impacting these international transactions. Hear a review of business structures for doing business across the U.S.-Mexico border, and a discussion of key concepts, common traps and reporting requirements.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
William H. Hornberger,
Jackson Walker LLP - Dallas, TX
Raúl Navarro,
Chevez Ruiz Zamarripa - Houston, TX
Show session details
Robert R. Keatinge, Kayla Landeros
Download session materials for offline use
Session 17
—61 mins
1.00 | 1.00 ethics
Ethics in the Age of AI: Legal Practice Transformations (Sep 2023)
Gain insight into the ethical dilemmas that arise when utilizing ChatGPT and similar generative AI technologies in the legal field. Hear a discussion addressing the potential pitfalls and evolving responsibilities of Texas partnership attorneys in this new era.
Originally presented: Jul 2023 LLCs, LPs and Partnerships
Robert R. Keatinge,
Holland & Hart LLP - Denver, CO
Kayla Landeros,
Baylor Law School and West, Webb, Allbritton & Gentry, PC - Waco, TX