EFactor E.vents

EFactor Presents: Legal Aspects for Entrepreneurs and Their Companies

An interactive workshop covering crucial tax and legal issues facing entrepreneurs and their companies during the business lifecycle from start-up, expansion and exit.  Our legal experts will give your professional advice on these and many more topics:

·         Getting the initial structure right

·         Rewarding employees with equity

·         Exit routes

·         Spouses as shareholders

·         Research and Development tax credits

·         Equity or debt financing from investors

·         Having a group of companies

·         'Cleaning' up a group to maximize tax reliefs (or to avoid losing them)

·         Inheritance tax issues with companies and groups

·         Liquidations - when it all goes wrong

A key part of the workshop will be the opportunity to discuss with fellow entrepreneurs tax and legal issues they are facing and what solutions they found to be the most beneficial. You will be able to learn from others as to how to avoid legal mistakes and solve the problems you are facing now without spending large amount of money on legal help.

About the speakers:

Gregory Grove is a principal at Much Shelist. He concentrates his practices on private equity, venture capital and corporate transactions and counseling. He advises funds, boards of directors, management teams, underwriters, and private and public companies at all stages of development, from entrepreneurial to established, operating in a wide range of industries. Greg counsels clients in all aspects of private equity and debt transactions, mergers and acquisitions, venture capital investments, pubic offerings and intellectual property matters. In addition, Greg advises companies on general corporate and ordinary operations matters, including company and subsidiary organization, contract drafting, equity and bonus compensation, and negotiations with executives and others.

Alexandra Dowling is an associate at Jenner & Block. Ms. Dowling is also a member of the Firm’s Tax, Tax Controversy, Climate and Clean Technology Law, Private Equity/Investment Management, Professional Responsibility and Real Estate Securities Practices. In addition to representing clients on a wide variety of corporate transactions, she has advised clients on significant tax and tax-related controversy matters, including the taxation of Ponzi schemes and in litigation before the Court of Federal Claims relating to nuclear decommissioning expenses. She also is interested in attorney-client privilege, tax patents, and ethical issues arising in tax practice. Ms. Dowling worked throughout her law school career, first at the University of Chicago’s MacLean Center for Clinical Medical Ethics where she coordinated the center’s academic programs, and then also as a law clerk at Jenner & Block’s Chicago office.  She is the former president of the board of First Slice, Inc., NFP, a not-for-profit that provides high-quality food to the homeless in Chicago.

Charles Olson, CPA, is a certified public accountant.  He has over 25 years of accounting, tax and consulting experience in many areas including, business accounting, business sales and acquisitions, real estate transactions, buy/sell agreements, probate and estate planning, employee benefit plans and all facets of individual and business income taxation. He currently is the President of his own CPA firm located in the west suburban Chicago Area. Mr. Olson was previously a partner in the Olson Kaiser Consulting Group (specializes in the field of mergers, acquisitions and business sales), has been associated in various capacities with National and Chicago area accounting firms. Mr. Olson serves clients in various industries including real estate, construction, electronic assembly, manufacturing and numerous service and professional businesses including advertising, legal, health and insurance. Mr. Olson is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society (ICPAS). He has spoken at professional gatherings sponsored by various business organizations ranging from tax reform to estate planning. He is currently a member, as well as a past officer, of various civic and business organizations.

Just a tip: If you are planning on attending more than one of our events this year (each city hosts at least six events), why not get our Events Access package for only $45. Enroll today and save!

Please let us know via membersupport if we can assist you with anything at all.