Advising Clients on Choice of Entity: Legal, Tax, and Financial Perspectives

Choosing the right business entity is one of the most important decisions a client will make. It impacts liability, taxation, governance, financing, and long-term business strategy. Together Wendy Anderson, a business attorney, Jeff Fugal, a tax attorney, and Ty Miller, a CPA, will provide 360° perspectives on how to guide clients through entity selection with confidence.

What You’ll Learn:

• Key legal considerations: liability protection, governance, state law requirements, succession planning
• Critical tax implications: tax choice of entity issues both related to operations and to exit strategies
• Practical financial and operational impacts: bookkeeping, payroll, compliance obligations, financing and investor expectations

Presenters:
Wendy M. Anderson, Law Office of Wendy Anderson, PLLC
Jeffrey Fugal, Quarles & Brady LLP
Tylan M. Miller, CPA,  CliftonLarsonAllen LLP