CLE Seminars

Due Diligence in Commercial Real Estate Transactions
Tuesday, August 2/10:00 AM
Audio Webcast

This program will provide you with a practical guide to due diligence in real estate transactions – what information you need, where to get it, and the timeframes involved.  

The program will also cover the relationship between the duration and depth of due diligence depending on the state of the market – i.e., how “hot” markets involve more risk because sellers or othersare reluctant to give lengthy diligence periods.

The program will also discuss using information obtained in diligence to draft specific reps and warranties. This program will provide you with a practical guide to planning due diligence in real estate transaction and how that information is used.

  • Planning diligence – what information you need, where to get it, and timeframes
  • Relationship between diligence and market conditions – willingness of sellers to cooperate or not
  • Using diligence – tying information obtained to specific reps and warranties
  • Review of leases, rent rolls, and financial statements
  • Service contracts, condominium HOAs, and other contracts
  • Title work – liens and other encumbrances

Click to register ($65)

Closely Held Stock Options, Restricted Stock, Etc.
Tuesday, August 9/10:00 AM
Audio Webinar

Equity-based compensation is often essential to recruiting and retaining key employees in closely held companies.  Whether through the use of stock options, restricted stock, appreciation rights or other instruments and techniques, incentive compensation aligns the financial interests of key employees with the entity. Incentive compensation also often has the benefit of not requiring the immediately outlay of cash. Depending on the instruments used, equity-based compensation may also help defer tax recognition.  Compensation in LLCs takes on different forms but functions similarly. This program will provide you with a practical guide to equity-based incentive compensation in closely held companies.

  • C and S Corp incentive compensation v. pass-through entity incentive compensation
  • Eligibility for tax-favored Incentive Stock Options v. non-qualified stock options
  • Use of restricted stock – valuation, vesting, and treatment
  • Appreciation rights in corporate and pass-through entities
  • Common structuring and drafting traps
  • Tax treatment, advantages and disadvantages of incentive compensation

Click here to register ($65)

Joint Ventures Agreements in Business
August 16 & 17/ 10:00 AM each day
Audio Webcast

Businesses frequently pool their resources – capital, expertise, marketing, distribution – in joint ventures, leveraging their individual strengths by partnering with companies with complementary strengths. There are many types of JVs – contractual strategic alliances, entity-based ventures, and other hybrid forms – each with its tradeoffs. JV agreements involve contributions by the parties, allocating management control, access to information, ownership of jointly developed property, dispute resolution, and transfers of interests. This program will provide you with a practical guide to planning and drafting joint ventures.

Day 1 – August 16, 2022:

  • Framework of considerations – formality, capital, tax issues, management control, exits
  • Types of joint ventures – contractual strategic alliances v. shared entities v. hybrids
  • Choice of entity – incorporated entities v. LPs and general partnerships v. LLCs
  • Management, access to information, deadlocks and resolution

Register for Day 1 ($65)

Day 2 – August 17, 2022:

  • Contributions – capital, marketing and distribution expertise, intangible assets
  • Economics – allocation of profits and losses, and distribution policies
  • Transfers of JV interests – rights of first offer/refusal, restrictions on transfers, dissolution
  • Ownership of jointly developed property 

Register for Day 2 ($65)

Oregon Department of Justice Update
September 21, 2022/Noon to 1:00 PM
Darren Weirnick and Melisse Cunningham, Oregon Department of Justice
Click here to register for this event.

Access to Justice in Oregon: Serving Oregon’s Low Income and Vulnerable Communities 
October 19, 2022/Noon to 1:00 PM
Sarah Lora, Lewis & Clark Law School Low Income Tax Clinic
Janice Morgan, Legal Aid Services of Oregon
Maya Crawford Peacock, Campaign for Equal Justice
Click here to register for this event.

Oregon Tax Court Update
November 16, 2022/Noon to 1:00 PM
Judge Robert T. Manicke and Presiding Magistrate Allison R. Boomer, Oregon Tax Court
Click here to register for this event.

Federal Legislative Update
December 27, 2022/Noon to 1:00 PM
Mark Prater, PricewaterhouseCoopers
Click here to register for this event.