Overview
DISCUSSION:
BUSINESS ISSUES BETWEEN CPA, LAWYER & BUSINESS OWNER
Join us as Nancy
Fallon-Houle (Velocity Law), business lawyer in Homer Glen returns for another
lively discussion of a Smorgasbord of Business Issues to Discuss Between CPA,
Lawyer, and Business Owner (Before a Business Formation, Business Sale, and
Business Partner Changes). Some of the topics include:
·
Legal Reasons not to use “LLC Taxed as S
Corp”
·
Business Formation Tax and Entity type
decisions With Future Legal Implications
·
Why Lawyers can’t fix bad capital
structure
·
Entity Type Options for Business That
Might Later Have Investors
·
Describing Changes to Partnership Capital
Accounts and basis in LLC and LP Agreements
·
CPAs, please consider the legal cost of
implementing complex tax structure /strategies for a smaller business
·
Selling a Business and Buying a Business
·
More Owners = More Complex and Costly
Voting Process
·
Formation considerations: State, Entity
type, Name Search, Payroll consequences
·
Discuss Among us all whether FEIN Change
required for Change of Entity Type vs a Merge & Dissolve Entities
Nancy is
a small business lawyer for small to mid-sized businesses providing support
including business formations, governance, operating documents, equity
issuances, shareholder and partner agreements, business contracts, business sale
or buy transactions, (M&A), securities law matters. Nancy helps the business
owner with start-up, prepare for growth, or for an exit.
Everyone is
welcome.
When?
Thursday April 23, 2026
Where?
Mama Vesuvio East; 6361 College Drive (Route 83) Palos Heights, IL
Cost? Pay
by cash or check at the door to ILCPAs. $40 Dinner & Program,
includes 2
cocktails & CPE. $20 Program (CPE only)
Dinner &
Program Attendees
Registration
& Networking: 6:00 pm
Cocktails: 6:30
pm
Dinner: 7:00 pm
Program: 7:45 – 9:30pm
CPE: 2 hours (pending)
RSVP: via
email registration to: [email protected]