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Program Description
Know the Salient Points of Recent Recreational Marijuana Laws and Effectively Advise Your Clients

Recent legislation paving the way for recreational marijuana use has created many new business opportunities. It has also created many questions and uncertainties for attorneys advising these new businesses due to the position of the federal government. What are possible federal responses to legalized cannabis? What types of businesses does the law allow, and how does a potential business owner obtain a permit? When is an attorney potentially violating federal law by merely assisting a client? Learn the answers to these questions and more - register today!

Understand how the federal government can use forfeiture laws to close marijuana-related businesses.
Evaluate the current banking landscape and determine whether a cannabusiness can obtain financing.
Ensure marijuana business clients have business policies and procedures in place that help them avoid legal scrutiny.
Confidently advise clients on all aspects of the marijuana business licensing process.
Gain practical legal tips on cannabis product packaging, labeling and testing.
Recognize the state and federal tax implications for cannabis-related businesses.
Analyze the ethical implications of advising cannabis business clients.
Who Should Attend
This basic-to-intermediate level seminar provides practical information on recreational marijuana law for:

Accountants and CPAs
Bankers and Commercial Lenders
Enrolled Agents
Certified Financial Planners
Course Content
Federal Responses to Oregon Marijuana Law
Banking and Financing for the Marijuana Industry
Recreational Marijuana Businesses Law in Oregon
Obtaining a Oregon Cannabis Business License
Legal Best Practices for Marijuana Product Packaging and Testing
Oregon Marijuana Taxation: The Latest Rules
Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 6.25 -  OR*
CLE 6.00 -  WA*
Institute of Certified Bankers – ICB: 7.00

International Association for Continuing Education Training – IACET: 0.60

National Association of State Boards of Accountancy – CPE for Accountants: 7.00 *

Professional Achievement in Continuing Education – PACE: 7.00

Agenda / Content Covered
Federal Responses to Oregon Marijuana Law
9:00 - 9:30, Leland R. Berger
Current Federal Enforcement Priorities
Federal Memos and Contradictory Messages
Possible Legal Consequences to Cannabis Consumers under Federal Law
Gun Control Act of 1968
Federal Housing Assistance
State Agencies and Federal Funding
Preemption and the Controlled Substance Act
Banking and Financing for the Marijuana Industry
9:30 - 10:30, Robert A. Graham
Private Financing
Funding Sources
Development of Business Plan
Angel Investors
Venture Capital Firms
Entrepreneur/Investor Due Diligence
Equity vs. Debt
Common Stock/Preferred Stock
Simple Debt/Convertible Debt
Securities Law Compliance
State/Federal Regulation
Accredited vs. Non-Accredited Investors
Solicitation of Investors
Recreational Marijuana Businesses Law in Oregon
10:45 - 11:45, Amy Margolis
How the New Law and Medical Marijuana Laws Interact
Powers of State Regulatory Agencies
Business Types Allowed under the New Law
Marketing Restrictions
Zoning Requirements
Employment Rules and Restrictions for Cannabis Businesses
Negotiating Third-Party Agreements with Cultivators, Managers etc.
Premises Security Regulation Compliance
Preparing for State Regulatory Agency Inspections
Obtaining a Oregon Cannabis Business License
12:45 - 1:15, Amy Margolis
Application Procedures: Avoiding Mistakes
Grounds for License Refusal
License Renewals
License Transfers
Appealing Application Denials
Legal Best Practices for Marijuana Product Packaging and Testing
1:15 - 2:15, Kohel M. Haver
Labeling Rules: Product Dosage, etc.
Packaging Restrictions: Appearance, Child-Proofing and Other Issues
Obtaining Trademarks
Ensuring Proper Food Safety Procedures for Edibles
Product Testing and Third-Party Testing Laboratories
Avoiding Product Liability Pitfalls
Cannabis Disposal Protocols
Oregon Marijuana Taxation: The Latest Rules
2:30 - 3:30, Ryan R. Nisle
State and Local Taxation Protocols for Recreational Marijuana Businesses
Federal Tax Issues
IRC §280E - Deduction of Business Expense
Cash Payments
Other Emerging Issues
Business Strategies to Overcome Taxation Difficulties
Current Tax Updates
3:30 - 4:30, Christopher R. Hardman
Marijuana and Rules of Professional Conduct
Attorney Use of Cannabis Products
Attorney Ownership of Cannabis Businesses

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