How to Incorporate – A Workshop with a Lawyer and a CPA C0255

If you've ever thought about incorporating your company, this interactive workshop is a must. Join Anthony Curtis, CPA and forensic accountant, and Erica Bristol, attorney and commercial mediator, to get all your business incorporation questions answered. During this workshop, Anthony and Erica will guide you through all the steps necessary to incorporate right the first time.

Workshop Objectives: After completing this workshop, participants should have gained practical knowledge to address the following topics:

• Selecting an Entity: Sole Proprioretorship, Partnership, LLC, Corporation, Non-profit, other options
• Filing Requirements: Secretary of State, Securities Exemption Filings, Business License, Doing Business As/DBA, and more
• Corporate Formalities: Statement of Information, Meetings and Meeting Minutes, other requirements
• Legal Duties: Board/Officer Duties of Loyalty, Confidentiality and other duties
• Should Haves: Operating Agreement, Buy-Sell Agreement, “Key Man” Insurance, etc.
• Avoiding Liability: Alter Ego Theory/”Piercing the Corporate Veil”, Director/Officer Liability and other issues
• Tax process: Corporate, Federal, State, Employment and others

Presenters:

Erica Bristol is an attorney and commercial mediator, specializing in intellectual property and business contracts/transactions. A graduate of UCLA School of Law, Erica served as corporate in-house counsel for over 11 years. A commercial mediator for over seven years, Erica is the owner and principal mediator of EB Mediate, a commercial mediation service provider. She currently serves as a panel mediator for the Untied States District Court, Central District of California, the Santa Barbara Superior Court and the California Association of REALTORS®, Buyer/Seller Mediation Program.

Anthony Curtis Elliott, B.A., CPA, is a forensic accountant and intellectual property “royalty audit” specialist who performs royalty and contract compliance and related consulting services to a broad base of companies. With more than 30 years’ experience in accounting and finance, he has held positions as accounting director and controller for both medium and large companies. In 1993, he developed a broad-based accounting and consulting practice. His corporate clients are based in the United States, Canada, and Japan.