As part of our MSI Expert Series, we are delighted to present this webinar on the new Corporate Transparency Act (CTA). The Act potentially impacts all entities doing business in the United States – whether formed under state law, federal law, or foreign law.
Lawyers and accountants alike have obligations to their business entity clients and need to be aware of the CTA’s provisions and its potential impact.
The webinar will feature MSI expert panellists, Herrick Lidstone and Robert Garner, addressing:
The discussion will be facilitated by Lisa Pacell.
Register for the webinar today and secure your place!
Attorney, Corporate & Tax Planning, Levenfeld Pearlstein, LLC
Robert Garner is an associate in LP’s Corporate and Tax Planning Practice Groups. Rob concentrates his practice on all aspects of tax planning with respect to a wide variety of transactions.
He works closely with private equity firms, real estate investors, strategics, and entrepreneurs on tax structuring related to acquisitions, dispositions, reorganizations, restructurings, recapitalizations and other tax matters.
In addition, Rob assists with a broad range of general corporate matters for clients, including business formation, review of mergers and acquisitions agreements, and contract negotiation. He also has extensive experience in conducting all aspects of federal/state tax due diligence on potential acquisition targets and in transactional tax modeling.
Business Attorney, Burns, Figa & Will
Herrick K. Lidstone, Jr. is a shareholder in the law firm of Burns Figa & Will PC, where he practices in the areas of business transactions, including taxation, limited liability company and corporate formation and organization, mergers and acquisitions, ethics, and securities.
He has lectured at the Institute for Advanced Legal Studies, has been an adjunct professor at the University of Denver Sturm College of Law (1986-1997, 2012, and 2014 through 2017) and at the University of Colorado School of Law (2009). Mr. Lidstone has presented more than 120 papers for various professional organizations on securities law, ethics, limited liability companies, and partnerships.
Mr. Lidstone has written more than 30 articles on business and securities law published in The Colorado Lawyer. He is the author of the SECURITIES LAW DESKBOOK (2006-2018 (CLE in Colorado, Inc.)), LIMITED LIABILITY COMPANIES AND PARTNERSHIPS IN COLORADO (2015-2019, with Allen Sparkman (CLE in Colorado, Inc.)), and FEDERAL INCOME TAXATION OF CORPORATIONS (6th Ed., with William Krems and Richard Robinson (ALI-ABA, 1989)). Mr. Lidstone is a contributor to several other legal treatises including Holderness and Wunnicke’s LEGAL OPINION LETTERS FORMBOOK (Aspen Law & Business, 3rd Ed. 2010 and Supplements) and Rozansky and Reichert, PRACTITIONER’S GUIDE TO COLORADO BUSINESS ORGANIZATIONS (Colorado Bar Assn., 2008 and supplements). Mr. Lidstone has more than 50 papers published on the social science research network and is consistently listed among the top 10% of SSRN’s more than 620,000 published authors.
Mr. Lidstone has served numerous times as an expert witness in cases involving professional ethics, corporate, partnership, limited liability company, and securities law matters.
Mr. Lidstone has served as a member of the Executive Council of the Colorado Bar Association’s Business Law Section since 2007, and as the Business Law Section’s representative to the Working Group on Legal Opinions Foundation (formerly of the American Bar Association) since 2007. Mr. Lidstone has testified on behalf of the Colorado Bar Association more than 20 times on bills pending before the Colorado General Assembly and has been involved in the drafting of a number of those bills. Mr. Lidstone served on the Colorado Securities Board (Colorado Department of Regulatory Agencies) from 1999 until 2011, and 2014 until 2017.
CPA, CGMA, Isdaner & Company LLC
Lisa Pacell is a member in the Accounting and Auditing department of Isdaner & Company, LLC. She joined the firm in 2017. Prior to joining the firm, Lisa held management positions with regional and Big Four accounting firms and has over 15 years of broad experience in accounting, financial reporting, internal controls and tax.
With diversified experience in serving privately held companies, Lisa has worked in a variety of industries including: professional service, distribution, manufacturing, healthcare, real estate and construction, precious and non-precious metals, life sciences, not-for-profit, including those required to report under yellow book and Uniform Guidance, governmental and employee benefit plans.
Lisa is a valued advisor to her clients. She draws on her significant business and industry knowledge to offer solutions to complex issues. Through continuous communication, Lisa proactively recommends valuable process enhancements and keeps clients abreast of new laws and regulations as they emerge.
As a co-chair of the Accounting and Auditing department, Lisa provides technical guidance and support to the firm’s accounting and auditing professionals in all aspects of accounting and auditing engagements. In addition, Lisa is responsible for compliance with the American Institute of Certified Public Accountants (AICPA) Peer Review Program.