Henson & Efron News & Events: Seminar Topics
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Henson & Efron, P.A. and US Bank have teamed together to present a series of timely seminars for accounting professionals. Feedback from attendees has been overwhelmingly positive, and we continue with a regular seminar schedule following the tax season each year. Please check the Henson & Efron web site frequently for the most up-to-date information on seminar offerings.
Lawyers from the law firm of Henson & Efron, P.A. have presented seminars on the following topics:
| Accountant Liability Issues | |
| Program Content: | Investment advice, Common liability settings including failed audits, failure to discover employee dishonesty, incorrect tax advice, Common conflict of interest problems, Accountant/client privilege - IRS issues |
| Advanced Choice of Entity: Tax and Non-Tax Considerations | |
| Program Content: | Types of entities, Limited liability shields/piercing the entity shield, Fiduciary responsibilities, Concerns in raising capital, Delaware vs Minnesota, Equity incentive plans and deferred compensation, Treatment of gains and losses, Self-employment taxes, Exit strategies, State tax issues |
| Advanced Bankruptcy Topics | |
| Program Content: | Retention of tax attributes of the entity, Discharge of tax debt, Advanced planning and restructuring concepts |
| Bankruptcy and Workouts: Issues Related to Troubled Companies | |
| Program Content: | Bankruptcy and workout basics, Early warning signs of financial trouble, Dealing with customers and vendors experiencing financial troubles, Analyzing financial information, Dealing with lenders, Company strategies, Alternatives to bankruptcy, Related tax issues |
| Considerations in Choosing a Business Entity, Tax and Non-tax | |
| Program Content: | Types of entities, Limited liability shields, Structural and operational differences, Fiduciary responsibilities, Summary of tax issues |
| Doing Business on the Internet: Tax and Non-Tax Considerations | |
| Program Content: | Terms applicable to online transactions, Privacy policy requirements, State sales tax nexus, Online sale income tax issues |
| Effective Use of Buy/Sell Agreements in Closely Held Businesses | |
| Program Content: | Goals, Valuation methods, Triggering events, Estate planning considerations, and Practical solutions to typical problems |
| Employment Law | |
| Program Content: | Forming an employment relationship: Finding candidates and interviewing, Employment at will concepts, Employment contracts; Maintaining an employment relationship: Applicable laws based on employer size, FLSA issues, Arbitration; Ending an employment relationship: Unemployment compensation, Severance agreements, Tax considerations |
| Estate Planning 101: Your Clients Can't Take "It" With Them – How They Can Leave "It" Behind | |
| Program Content: | An overview of the various ways to dispose of property upon death, Issues to consider when helping clients plan for disabled children, The importance of beneficiary designations, Estate tax planning considerations during uncertain times, The tax benefits of making lifetime gifts |
| Estate Planning: It's Never Too Late! | |
| Program Content: | Post-mortem estate planning, Estate and gift tax, Spousal allowances, Family allowances, Elective share, Valuation overview, QTIP, I.R.C. 6166 and post-mortem qualified plan elections, Qualified and non-qualified disclaimers |
| Estate Planning: Planning Techniques for Disabled Individuals with a Focus on Supplemental Needs Trusts | |
| Program Content: | Estate Planning Options for Disabled Individuals and Family Members, including an overview of: Special Needs Trusts, Supplemental Needs Trusts, and Pooled Special Needs Trusts; Tax Issues Concerning Trustee Selection; An Overview of Guardianships and Conservatorships for Disabled Adults; Administration of Special and Supplemental Needs Trusts, including an overview of: Court Processes, Statutory and Other Guidance |
| Get It in Writing: Documenting Business Activities | |
| Program Content: | Creation of business documents, Dealing with customers and suppliers, Contracts, purchase orders, and other ways to buy goods, Protecting financial and other interests, Protecting intellectual property, Financing issues |
| Mergers & Acquisitions in Closely Held Business | |
| Program Content: | Asset v. stock purchases, Taxable v. non-taxable transactions, Due diligence, Representations and warranties, Earn-outs, Covenants not to compete, Financing arrangements |
| Minority Shareholder Issues: The Accountant's Perspective | |
| Program Content: | Warning Signs, Summary of Protection of Minority Owners of Corporations, Partnerships, and Limited Liability Companies in Minnesota, Buy/Sell Agreements to Protect Minority Owners, Anatomy of Minority Shareholder Disputes, Role of Appraisals and Valuations, Tax Issues Related to Exiting Owners (C Corporations, S Corporations, Partnerships and Limited Liability Companies) |
| S-Corporations (Select Tax Issues) | |
| Program Content: | Principal tax features, Basic mechanics (e.g. eligibility and election), Conversions from C corporations, Self-employment tax issues, Impact of new Tax Act, State planning opportunities |
If you are interested in receiving a seminar invitation by email please click here to be added to our mailing list or contact us by email at . State your name and address with the name of the seminar you wish to attend.
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