Choosing the Right Entity: What you need to know to make the right choice for your client (2024 Edition)

Gerard P. O’Connor | O’Connor Law Office, P.C.

Gerard P. O’Connor has built his practice on the representation of technology entrepreneurs for almost 30 years, practicing in this complex and rapidly evolving area of the law at leading national firms before starting his own practice. He founded and operated the O’Connor Law Office, offering his business clients the benefits of big firm representation along with the personal service, accessibility, and competitive rates of a smaller practice. Jerry’s experience extends from startup services to general corporate representation and M&A counsel. He has handled hundreds of successful transactions for his clients, in industry sectors including software, financial services, manufacturing, robotics, energy/cleantech and professional services. He has also counseled clients in the not-for-profit space and has worked with clients exploring hybrid business forms including non-profit/for-profit affiliates, low-income limited liability companies or LLLCs, and public benefit corporations. Jerry is a frequent speaker on topics relating to entrepreneurship. Jerry holds a JD from Northeastern School of Law, 1994, and a BS from the University of Massachusetts, Amherst 1986.

I. The most common forms of business entity and what are the main features of each | 11:00am – 11:30am

II. Jurisdictions – where you should form the entity? | 11:30am – 12:00pm

Break | 12:00pm – 12:10pm

III. How to decide on an entity form, and the most important factors to consider | 12:10pm – 12:40pm

IV. Tax considerations | 12:40pm – 1:10pm