LexisNexis®
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Critical Tax Considerations in LLC Operating Agreements 2025

Content Provider
American Law Institute CLE
Product
CLE
Run Time
65 Minutes
Recording Date
03/07/2025
Presenter(s)
Jason D. Navarino
Learning Method
On-Demand Training
Practice Area
Taxation, Corporate and Business Law
Persona
CLE OnDemand

Price $219.00

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Description

A limited liability company’s operating agreement is more than just a framework for governance—it plays a pivotal role in determining tax treatment for both the LLC and its members. While many attorneys focus on ownership, decision-making, capitalization, and profit distribution, they often overlook the profound tax implications embedded within these agreements. A well-structured operating agreement ensures tax efficiency while aligning with the members’ broader business and management goals. Are you confident in your ability to navigate these complexities and provide your clients with the best possible tax guidance? It is essential that operating agreements for multi-member LLCs be comprehensive, taking into account the financial and working relationships of the members in a way that addresses the specifics of the business. Join us for this 60-minute webcast that focuses on the complex tax considerations involved when negotiating, drafting, and fine-tuning LLC operating agreements. In this program, tax and corporate attorney Jason Navarino will discuss the various tax topics that a well-drafted operating agreement should cover, including: > Entity Classification > Allocations and distributions, including the forced or target allocation method for reconciling tax allocations and clients’ economic objectives > Identifying and maximizing qualified business income > Tax distributions > Tax aspects of transfers > Tax accounting, withholding, reporting, and audit provisions > Profits interests v. capital interests for compensating service providers This accredited legal education program from ALI CLE is for experienced attorneys, including tax attorneys as well as corporate attorneys who frequently work with LLCs, who want a better understanding of the tax mechanisms outlined in a comprehensive multi-member LLC operating agreement.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory03/06/2030
ConnecticutApproved1.00GeneralOn-going
DelawareApproved1.00General03/06/2027
FloridaPending State Response0.00
GeorgiaApproved1.00General12/31/2025
HawaiiApproved1.00General03/07/2027
IllinoisApproved1.00General05/18/2027
IndianaPending State Response0.00
IowaApproved1.00General03/06/2026
KansasPending State Response0.00
MinnesotaPending State Response0.00
MissouriApproved1.30GeneralOn-going
New HampshireApproved1.10General03/06/2028
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.10General03/06/2030
New YorkApproved1.00SkillsOn-going
North CarolinaApproved1.00General02/28/2026
VermontApproved1.00GeneralOn-going
WashingtonPending State Response0.00
West VirginiaApproved1.30GeneralOn-going
WisconsinApproved1.00GeneralOn-going

Speakers