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Sophisticated Choice of Entity, Part 2

April 3, 2020 @ 12:00 pm - 1:00 pm

Choosing the right entity for a closely held business is not only a choice in time but planning for long stretches of time and the likelihood of substantial change. Among those changes are changes in tax law, changes in the capital structure and ownership ranks of the company, and changes in business strategy. These and a multitude of other considerations often involve a sophisticated tradeoff of benefits and costs, balancing certainty with flexibility, in full knowledge that change is certain.  This program will provide you with a practical guide to sophisticated choice of entity considerations for closely held businesses.

Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hours, including 1 ethics hour


  • Anticipating liquidity events – sale of the company, liquidation of the company, new investors/members
  • Planning for distributions of property
  • When the first choice wasn’t correct – considerations when an entity needs to convert
  • Impact of recent tax law changes, employment taxes, and SALT considerations
  • Owner and employee fringe benefit considerations


Paul Kaplun, Veneable LLP – Washington, DC