Tannenbaum Helpern construction attorney Joshua Levy will be discussing how construction contracts can be restructured to improve building performance.
THSH attorney Michael Riela discussed what you should do when your company suffers a data breach.
Many attendees joined Tannenbaum Helpern attorney James Rieger in Las Vegas at the MJBiz Conference for the session, How Legalization and Regulation Could Disrupt Investment in the Industry, to hear significant discussions on how expanding regulations to protect the industry can have a fundamental impact on how businesses are structured, and where investments make the most sense.
Real Estate attorney Ari Davis spoke about current trends and opportunities in the real estate market at the YJP Real Estate Dinner on December 4th.
Alternative Investments 2020
The 5th Annual THSH/Bloomberg Alternative Investments event examined the regulatory issues and economic factors such as the trade war, brexit, social unrest and climate change and how they are affecting the industry and shaping investors’ expectations and investment strategies. This year’s speakers included Chuan Shi, Quantitative Solution Specialist from Bloomberg; Michele Itri, Partner at Tannenbaum Helpern; Timothy Ng, Chief Investment Officer at Clearbrook Global Advisors; Yelena Shulyatyeva, Senior Economist at Bloomberg Economics, and Bruce G. Wilcox, Chairman of the Investment Committee of Teachers College of Columbia University and Co-Founder of E Street Management. This annual event is limited to fund managers and investors that allocate to alternatives. For more information, send email to firstname.lastname@example.org.
Bankruptcy attorney Michael Riela discussed the basics of how to put an established information security program in place, how to identify your incident response team, how to put applicable insurance policies into place, and how to close any gaps in the security of your data.
On November 15, THSH litigator Paul Sarkozi spoke at the Commercial Litigation Academy 2019 about mediation.
Bankruptcy Issues in the Cannabis Industry: Strategies Under State and Federal Law for Marijuana, CBD, and Hemp
On November 13, Michael Riela discussed bankruptcy and insolvency issues in the cannabis industry, and innovative strategies and practices in advising cannabis industry clients at a CLE webinar discussion.
On November 7th, THSH distribution attorney Andre R. Jaglom spoke on Panel 2 at the Global Conference 2019 in Tokyo, Japan about drafting distribution contracts around the world, and how suppliers and distributors can address the disruptive complications arising from the explosive growth of e-commerce intermediaries and their disregard for distribution territories.
Real Estate attorney Eric Schoenfeld participated in the roundtable for the 11th Annual New York Multifamily Summit.
Introduction to EU General Data Protection Regulation: Planning, Implementation, and Compliance | Financial Poise
On October 22, cybersecurity attorney Michael Riela discussed the GDPR requirements and how businesses can meet the standards at the Financial Poise webinar.
IP attorney Donald Prutzman discussed the network of international agreements governing intellectual property protection worldwide, how to determine the most efficient and cost-effective ways to provide for international intellectual property protection, and more.
On October 18, Paul Sarkozi spoke on the panel Emphasis on Mediation Advocacy Skills and the Importance to the Courts, discussing how advocates need to prepare
for the challenges they will face in court.
We are proud to sponsor ASA Staffing World 2019. Many joined Tannenbaum Helpern’s employment attorneys Andrew Singer and Jason Klimpl for their workshop entitled, “Handling Harassment Complaints in the #MeToo Era” on October 17 at 11:30am.
Staffing World 2019 - Indemnification and Other Contractual Issues in Health Care Staffing Agreements
We are proud to sponsor ASA Staffing World 2019. Many joined Tannenbaum Helpern’s Renee Silver on October 16 at 11:15am for “Indemnification and Other Contractual Issues in Health Care Staffing Agreements”.
Webcast Two Recent Developments in Bankruptcy Law: SCOTUS on Trademarks & the Small Business Reorganization Act of 2019
Bankruptcy attorney Michael Riela discussed two major developments in bankruptcy law: SCOTUS on trademarks, and the Small Business Reorganization Act of 2019.
Many joined employment attorney Andrew Singer for a discussion on how to manage complaints of harassment, the new laws and how they impact the 2018 training requirements, and practical tips on how to handle the inevitable attorney demand letter and threatening lawsuit.
Tannenbaum Helpern's Jason Klimpl and Joel Klarreich attended NYSA's 2019 Law day where they discussed the legislative effects of the #MeToo movement, the new mandatory harassment training for employees, regulations affecting workers’ schedules, and much more.
Does your hiring and onboarding process need improvement? On September 26, THSH employment attorneys Elizabeth Schlissel and Andrew Yachyshyn discussed the latest legal developments affecting hiring and onboarding at Lawline.
Distribution attorney Andre R. Jaglom spoke at the 2019 Convention Seminar Program on the panel, Supplier Consents to Transactions – Getting to Yes!, about distribution deals in the industry by legal landscape.
On September 21, THSH's Michael Riela advised attorneys how to stay ahead in the upcoming year by discussing the matters that are relevant to the cybersecurity industry. These topics included pre-breach planning, potential issues that need to be addressed after a data breach, liaising with law enforcement and other federal and state agencies, m&a opportunities, diligence issues with respect to privacy and security practices of a bankrupt company, and much more.
Cannabis & Compliance: How Compliance Officers, Clients, and Legal Professionals Navigate a Complicated Legal Environment
THSH attorney James Rieger discussed the legal history of cannabis and how compliance programs related to financial services address the complicated differences between federal and state law on cannabis.
THSH's David Holahan, Maryann Stallone, and Red Maple Economics' Liugi D'Onorio DeMeo discusssed the common issues that arise in dissolution or business divorce litigations under the default statutory schemes for each of the primary forms of entity in New York – partnerships, limited partnerships, corporations and limited liability companies.
THSH T&E attorney Yolanda Kanes discussed estate planning with life insurance including the benefits/pitfalls of the irrecoverable life insurance trust (ILIT) and much more.
Many joined THSH distribution attorney Andre R. Jaglom for a live webcast where he discussed distribution agreements, practical drafting advice and strategies for addressing key issues.
Employment attorney Jason Klimpl discussed the various issues to consider when making the decision to terminate an employee, practical tips to minimize exposure, and best practices for conducting an employee termination meeting.
THSH attorney Jason Klimpl discussed covering complaints of workplace harassment and/or discrimination including what sort of issues should be investigated, who should conduct the investigation, what steps should you take and in what order, and much more at the Financial Poise webinar on August 7th.
THSH attorneys Maryann Stallone and David Holahan moderated an interactive discussion on the common issues that arise in dissolution or business divorce litigations under the default statutory schemes for each of the primary forms of entity in New York – partnerships, limited partnerships, corporations and limited liability companies.
Many joined THSH investment management attorneys Wayne Davis and Michael Tannenbaum, and Clearbrook’s CIO Timothy Ng for a full house and interactive panel discussion on ESG investment trends and related regulation, and on how current events such as climate change, gender diversity and other social issues are impacting investors’ investment decisions.
Many attendees joined Tannenbaum Helpern and the Hedge Fund Association on June 18 for this HFA Breakfast Briefing – "Private Fund Structuring & Marketing Best Practices.” This program featured comments and interactive discussions led by industry professionals.
THSH attorney Donald Prutzman and Drew Jaglom spoke at New York State Bar Association’s International Bridging the Gap where Donald Prutzman discussed international IP: copyrights, trademarks and patents, and Drew Jaglom discussed marketing and distribution in the U.S. and around the world.
Many joined THSH data privacy attorney Michael Riela and speakers at the Combs & Company And Syzygy 3 panel discussion about the misconceptions of cyber regulations including GDPR, U.S. federal & state data privacy and breach notification efforts, data breach response, and cyber insurance.
THSH employment attorney Jason B. Klimpl discussed the mistakes commonly made by employers along side a panel of experts who also gave tips and pointers on other thorny issues involving employees who are unable to work for health-related reasons.
In this webinar, Tannenbaum Helpern’s employment attorney Jason B. Klimpl discussed mistakes commonly made by employers in classifying employees and provided attendees with the tools needed to find and fix potential wage and hour pitfalls.
THSH corporate attorney James Rieger spoke at CWCBExpo New York 2019 where he discussed what you need to know about cannabis funds and venture capital.
THSH employment attorneys Joel Klarreich and Jason Klimpl on May 22nd spoke at New York Staffing Association’s Annual Super Seminar Day where they provided a legislative update on regulatory issues facing the staffing industry.
On May 21 at 2:00pm EST, THSH bankruptcy attorney Michael Riela spoke for Financial Poise on the chapter 11 plan of reorganization and liquidation, and the plan to subject to comment and criticism by any party affected by it, as well as the process and guidance of how to both defend and attack the confirmation of a debtor’s chapter 11 plan.
Many joined THSH attorney James Rieger on May 20th for a discussion on emerging asset classes and strategies, changing legal and regulatory landscape and more on the globalization of investment funds.
On May 14 at 3:00pm EST, THSH bankruptcy attorney Michael Riela spoke at the Financial Poise Webinar about the pros and cons of putting a counterparty into involuntary bankruptcy, when and how you may be able to pursue third parties (like guarantors, directors, or officers) for the amount owed, risks related to preference attack, and more.
THSH attorney Drew Jaglom will be speaking at the NYSBA 2019 Regional Meeting in Sweden about establishing a business in the US: the do’s and don’ts of structure, tax, IP, employment and immigration, compliance and other legal matters.
On May 7 at 3pm EST THSH attorney Michele Itri discussed the due diligence a potential investor in a private fund should do on the fund.
Many joined THSH construction attorneys Kenneth Block and Joshua Levy for a program on an owner needs to resolve in its agreement with its architect, such as the scope of basic and additional services during the design and construction phases, fee arrangements, designing to budget, liability, damages, insurance, default and termination.
NYSA - Webinar: Dealing with Clients in Financial Distress - Strategies for Getting Paid (and Keeping Your Payments)
THSH attorneys Joel Klarreich and Michael Riela spoke at a NYSA webinar on how staffing firms can "prepare for the worst" at the very outset of the client relationship, how they can detect early warning signs of financial trouble, and how firms may reduce their losses if a client ends up in peril.
THSH bankruptcy attorney Michael Riela spoke at the Financial Poise Webinar on how to loan to, or purchase the debt of, a company in order to acquire it, how to learn about opportunities involving distressed companies, and some tips and best practices for participating in bankruptcy.
THSH attorneys Vincent Syracuse, overall event chair, and Carl Regelmann spoke at NYSBA’s annual program on Ethics & Civility. They provided attendees with an update on developments in the law in the area of attorney ethics, including the most recent case law. Rules of civility were discussed, with emphasis on practical pointers for dealing with uncivil adversary and civility issues within the law firm.
Attendees joined THSH attorney Joel Klarreich at 3:30pm on April 4th at the 2019 ASA Staffing Law Conference for an engaging conversation and a mock negotiation of contract provisions pertaining to indemnification, the Affordable Care Act, workplace safety, criminal background checks, and more where he shared negotiating tactics, showed how to reach mutually acceptable terms, and provided practical tips for immediately improving your client contracts.
THSH employment attorney Jason B. Klimpl discussed what you can and cannot say during interviews, how to respond when a candidate volunteers information that may be considered “off limits”, unnecessary missteps that your company should avoid when recruiting and hiring employees, and more.
Many joined THSH attorneys Andrew Singer, Jason Klimpl, and Elizabeth Schlissel for an interactive discussion on the latest updates in New York employment laws and employer obligations for compliance. The discussion covered topics such as the requirements under the recent NYS and NYC sexual harassment prevention legislation stemming from the #MeToo Movement, minimum wage and exempt salary threshold increases, and more.
THSH attorneys Yolanda Kanes and Ralph A. Siciliano on March 25th at 1pm EST led a Lawline webcast on federal and state regulations pertaining to not-for-profit corporations and governance issues relating to those entities. They addressed formation issues such as selecting the type of charitable organization and achieving and maintaining Federal Tax Exempt status, as well as important governance issues.
Commercial Arbitration 2019 – What Parties and Their Counsel Have a Right to Expect and Arbitrators Should Be Delivering: Arbitration at Its Best
Many joined THSH litigation attorney Paul Sarkozi for the NYSBA Commercial Arbitration 2019 live program where he spoke amongst other panelists about the best practices in contemporary commercial arbitration, what arbitrators should be delivering and what parties and counsel should be able to expect in arbitration as it has evolved in recent years.
THSH attorney Yolanda Kanes moderated a roundtable discussion on the evolving trust and estate landscape. The program covered estate planning changes, strategies to consider and opportunities on the horizon.
On March 19th, THSH employment attorney Jason Klimpl spoke for the Financial Poise webinar on the employer issues to be aware of in the workplace and what any size business needs to know to better understand employment law.
On March 19 at 3:00pm EST, THSH bankruptcy attorney Michael Riela spoke for Financial Poise about what a business owner should and should not consider and do when dealing with financial trouble, an overview of various restructuring and liquidation methods, a framework for how to decide between them, and practical tips for traversing the difficult environment that is financial distress.
Many tuned in for real estate attorneys Eric Schoenfeld and Ari Davis' Lawline webcast where they zoned in on a few of the significant issues negotiated in joint venture agreements, and their ramifications on the investor/sponsor relationship.
THSH litigators Maryann Stallone, Richard Trotter, and Alexandra Kamenetsky Shea had an interactive discussion and spoke of key insights into all aspects of a restrictive covenant litigation, including what agreements are more likely to be enforced and what type of evidence it takes to convince a Court to grant you the type of emergency legal relief you may need to protect your business.
Many joined us on Tuesday, March 5th for the HFA Breakfast Briefing – “Blockchain: Misconceptions and Investment Opportunities” which will be hosted by Tannenbaum Helpern and HFA. This program featured comments and interactive discussions led by industry professionals, including THSH attorney Michael Tannenbaum.
On March 5 th at 12pm EST, THSH construction attorney Kenneth Block moderated a ProLawCLE webinar where he discussed the fundamental elements of construction management and offer contract strategies for the sophisticated owner/developer.
Marijuana Legislation & The Workplace
THSH employment attorney Andrew Singer spoke at the TemPositions’ HR Roundtable on the future of marijuana in the workplace.
Many gathered for THSH attorney Michele Gibbs Itri and leading investors on February 27th at Bloomberg LP for a discussion on responsible investing through the lens of the Impact Shares – NAACP partnership and how the incorporation of ESG information is influencing investment decisions and driving results, as the demand for impact on key issues increases.
THSH bankruptcy attorney Michael Riela spoke on February 26th at 2pm EST for a Financial Poise webinar where he among others discussed the issues involved with cash collateral and DIP financing and how the various constituencies fight about them.
THSH attorney Andrew Berger spoke with Marshall Phelps at the Cornell IP Lunch Lecture on “Guidance on Building and Growing an IP Practice – Whether in House or at a Law Firm”.
Thursday at 10am EST, THSH attorney Ralph Siciliano discussed the holding in the Salman case as well as the earlier Second Circuit decision in U.S. v. Newman, and how those decisions affected the landscape of the law governing insider trading and government prosecutions which followed, and more.
Women’s Initiative Event: Art Gala
Our first Women’s Initiative of the year took place on February 7th and at an art gallery where guests viewed the exhibition called Fieldnotes by female artist Alinka Echeverria. Gallery owner and frequent speaker on fine art Sara Kay spoke about what to look for when collecting and investing in art regardless of price points. For more information, please email email@example.com.
Tannenbaum Helpern attorney Michele Itri spoke at the Financial Poise webinar on private funds and the similarities and differences from other investment vehicles from the legal perspective.
THSH investment management attorney Michael Tannenbaum spoke at the Swiss Alternative Investments Forum 2019 event on the US-view of structuring of alternative investments and Case Study PE-Managed Account for Swiss Pension Fund.
Dealing with Clients in Financial Distress - Strategies for Getting Paid (and Keeping Your Payments)
Tannenbaum Helpern attorneys Michael Riela, Jason Klimpl, and Joel Klarreich presented an interactive session where they discussed how staffing firms can "prepare for the worst" at the very outset of the client relationship, how they can detect early warning signs of financial trouble, and how firms may reduce their losses if a client ends up in peril.
THSH attorney Michael Riela discussed what to do when the worst happens in a data breach in the Financial Poise webinar on December 17th at 12pm EST.
Accountants joined us for a roundtable discussion on how accounting firms can "prepare for the worst" through their client engagement agreements, what firms should do when they detect warning signs of financial trouble, and how they may reduce their losses if a client becomes insolvent.
Alternative Investments 2019
Event is sold out. If you would like to be invited to next year’s Alternative Investments event, please email us at firstname.lastname@example.org
Our Alternative Investments 2019 event had speakers Layne Moskowitz, Michele Demers, Cristina Dolan, Michele Itri, James Rieger, and Jason Wild. If you are a hedge fund, private equity fund, family office, institutional investor, or capital intro professional and would like to attend this event, please email us at email@example.com.
THSH’s David Lallouz spoke during the new Financial Poise™ and West LegalEdcenter webinar called Roadmap to Selling a Business or Taking on Outside Investors, which helps founders plan for a value maximizing transaction if they choose to sell their business.
MyLawCLE - Hot Topics in Bankruptcy Law: Structured Dismissals, Safe Harbors, Out-of-Court Workouts and Marijuana
Many joined Michael Riela and Richard Trotter on November 13th from 10:00am-12:00pm EST where they presented the program, Hot Topics in Bankruptcy Law: Structured Dismissals, Safe Harbors, Out-of-Court Workouts and Marijuana on myLawCLE.
A-Connect: AutumnFest 2018
Our A-Connect event was an evening of casual conversations, mingling and friendly competition of pool, ping pong and foosball with old and new friends.
Many joined Tannenbaum Helpern’s litigation attorney Paul Sarkozi who was on the panel for this event where they discussed how strategic preparation in advance of a mediation session is essential in order to efficiently settle a case. Through interactive vignettes and group discussion, this panel discussed how to effectively prepare for a mediation session.
October 24-26, 2018
THSH is proud to be a silver sponsor for the NYSBA International Section 2018 Seasonal Meeting in Montreal, Canada. Attorneys Drew Jaglom and David Lallouz both spoke, on October 25th and October 26th. Drew chaired a panel on distribution and e-commerce, and spoke at a panel on cybersecurity ethics and compliance issues. David was on the program steering committee, and will speak on M&A and the Technology Revolution.
Lawline Webcast, Recent Developments in Bankruptcy and Restructuring Law: Marijuana and Safe Harbors
Tannenbaum Helpern’s litigation and bankruptcy attorneys Michael Riela and Richard Trotter taught a session via livestream about the relevant federal law with respect to marijuana and alternative avenues that individuals and distressed companies in the marijuana business can take.
Tannenbaum Helpern’s real estate attorney Ari Davis moderated a roundtable panel discussion at YJP’s Real Estate Investment Development Forum on industry trends in NY & NJ markets, and long term investing vs. short term hoping.
Many joined employment law attorneys Joel Klarreich, Jason Klimpl, and Andrew Singer on October 9 th where they spoke at the comprehensive half-day conference on local laws and legal issues that impact New York staffing firms for New York Staffing Association’s Law Day.
Many joined employment attorneys Andrew Singer and Jason Klimpl of Tannenbaum Helpern Syracuse & Hirschtritt LLP where they discussed the impact of the #MeToo Movement and how employers can implement practical solutions to prevent harassment and build a leading workplace culture.
Lawline Webcast, Legislative Developments and Litigation Practices Stemming From the #MeToo Movement
Tannenbaum Helpern’s litigation and employment law attorneys Joseph Lockinger, Alexandra Kamenetsky Shea and Andrew P. Yacyshyn spoke via livestream about recent legislative developments and how it will impact what employers must do to comply with these new laws when addressing the issue of workplace harassment with staff.
Many joined employment law attorneys Jason Klimpl and Andrew Yachyshyn (with links) for a Penda Aiken roundtable discussion where they discussed the best practices for conducting neutral, swift, and thorough workplace investigations.
On September 12th, Donald Prutzman was a part of a webinar where he talked about the challenges that businesses are likely to face when initially choosing a brand and how to understand strategies for protecting that brand.
This was the last session of the ASA Certified Staffing Professional training before taking the exam. Many joined THSH’s employment attorney and Associate General Counsel of NYSA Jason Klimpl for the important training.
Jason Klimpl taught the part 2 of 3 training session which was aimed at helping staffing professionals in passing the ASA Certified Staffing Professional program.
The Certified Staffing Professional program features rigorous content focused on employment and labor law at both the federal and state levels. It is the essential credential for staffing professionals, certifying your expertise to work with both employees and clients within the bounds of federal and state laws and regulations. Many joined THSH’s employment attorney and Associate General Counsel of NYSA Jason Klimpl for a three part training session.
Tannenbaum Helpern’s real estate attorney Ari Davis moderated a panel discussion at YJP’s Real Estate Investment Forum.
At this breakfast roundtable discussion, Tannenbaum Helpern employment attorneys Jason Klimpl and Andrew Yacyshyn discussed in detail the NY State and City anti-sexual harassment legislation and what employers and businesses must do to comply.
At this interactive breakfast program, Tannenbaum Helpern’s Michael Riela and fellow speakers explored a real cyber breach and shared insights in how companies can best protect themselves and their assets.
Many joined Tannenbaum Helpern's real estate attorney Ari Davis and fellow panelists as they highlighted the key considerations when "Representing the Commercial Landlord" in a lease transaction.
Tannenbaum Helpern’s corporate attorney David Lallouz spoke at NetDiligence’s Cyber Risk Summit in PA. In his session on “Cyber Risk in Mergers & Acquisitions”, he covered factors to consider during the due diligence phase, current state of the market, representations and warranties on cyber risk hygiene, and the best practices for risk management during the integration of systems.
Women’s Initiative: Spring Soiree
Tannenbaum Helpern’s Women’s Initiative hosted a Spring Soiree where guests mingled with other professional women for an evening of networking and conversations. This invitation only evening event was limited to mid to senior level professional women and women entrepreneurs. For more information regarding this event, please send an email to firstname.lastname@example.org.
Tannenbaum Helpern’s attorneys Andre Jaglom, David Lallouz and Michael Riela, along with PwC’s Diane O’Connell, discussed the ethical obligations of lawyers to understand and address cybersecurity risks in order to protect the confidentiality of client information. The panelists discussed steps that firms can take to protect themselves and comply with these ethical obligations and applicable requirements under the GDPR.
New York State Bar Association – Business Law Section Spring Meeting
Tannenbaum Helpern corporate attorney James Rieger discussed the impact of the new tax bill on mergers and acquisitions.
Women in eDiscovery – NYC Chapter
Tannenbaum Helpern’s attorneys Maryann Stallone and Michael Riela discussed the compliance issues and ethical obligations of lawyers how to understand and address cybersecurity risks to protect confidentiality. In addition, this program provided practical advice for what companies should do now to get ready for the European Union’s Global Data Protection Regulation (GDPR), which applies to all companies (wherever located) that have or target customers or clients who are EU residents and obtain personal data of EU residents.
Tannenbaum Helpern’s Joel Klarreich and Jason Klimpl, along with TemPositions Group’s Jim Essey, discussed the various legislation facing staffing firms in their session, “Legislative Update”, at the 2018 NYSA Super Seminar Day.
ASA Legal and Legislative Committee Lunch Meeting
On May 10, 2018 Tannenbaum Helpern’s employment attorney Jason Klimpl provided an update on recent and pending New York State and New York City employment laws.
Tannenbaum Helpern’s senior partner Michel Tannenbaum joined a panel to discuss policies impacting alternative investment industry in the UK and Europe.
On May 10, 2018 in a session entitled, “Recruiting Issues- Discrimination, Salary, History, Criminal Background, and Medical Marijuana, Oh My!”, Tannenbaum Helpern’s staffing attorney and counsel of the New York Staffing Association, Joelk Klarreich, along with fellow speakers, discussed how staffing firms can avoid class actions and comply with the myriad new laws.
Tannenbaum Helpern’s employment law attorney Andrew Yacyshyn joined the Manhattan Chamber of Commerce’s Government Affairs Roundtable to discuss the New York City Earned Sick and Safe Time Act.
Tannenbaum Helpern’s employment attorney Andrew Singer joined the Fashion Law Committee discussing the #MeToo movement and issues of sexual harassment and sexual assault that some argue have long plagued the fashion industry. The panel discussion addressed ways industry stakeholders can tackle these issues, employer obligations, legal protections available to employees and independent contractors, recent legislative and policy initiatives and the impact the recent scandals have had on the fashion industry.
What In-House Counsel Need to Know Now About Data Privacy and Cybersecurity
Tannenbaum Helpern hosted a cybersecurity event for the NY In-House Counsel Meet-up group, where Maryann Stallone and Mike Riela discussed the compliance issues and ethical obligations of lawyers to understand and address cybersecurity risks to protect confidentiality. They provided practical advice for what companies should do now to get ready for the European Union’s Global Data Protection Regulation (GDPR), which applies to all companies (wherever located) that have or target customers or clients who are EU residents and obtain personal data of EU residents.
Basic Lessons on Ethics and Civility 2018 NYC
Tannenbaum Helpern’s litigation attorneys Vincent Syracuse, event planning chair, and Carl Regelmann spoke at NYSBA’s annual program on “Basic Lessons on Ethics and Civility 2018, discussing the developments in the area of attorney ethics and recent case law. The program included real life hypotheticals by a panel of distinguished practitioners and jurists.
If you missed the April 20th event, below are two videos on two hypotheticals that address civility among attorneys and protecting client information.
Tannenbaum Helpern’s corporate attorney David R. Lallouz walked attendees through the essential elements of buying or selling a family owned business, focusing on what's critical to both buyers and sellers when acquiring or selling such a business.
Tannenbaum Helpern’s co-managing partner and real estate attorney Joel Hirschtritt spoke at NYSBA’s Managing Partners Roundtable discussing emerging technologies for law firms.
Paid Family Leave- What Every Business Needs to Know
Tannenbaum Helpern’s employment attorneys Jason Klimpl and Andrew Yacyshyn spoke at Penda Aiken’s Paid Family Leave Roundtable, discussing the ambiguities of the law and compliances issues.
What Managers Need To Know In 2018
A dynamic two part-panel discussion began with Tannenbaum Helpern’s Michele Itri and RSM’s Richard Joslin who discussed the recent tax reform and its effects on hedge funds, private equity managers, and the investors who allocate to them. In the second half of the panel, design and marketing communications firm, Cassuto Design, shared marketing tips for fund managers in 2018, joined by a select group of allocators and investors sharing their views on the current marketplace.
Tannenbaum Helpern’s Michele Itri joined an all-female panel of experts from within the alternative investment industry to discuss some of the implications of the tax reform legislation. Panelists touched on both the short-term and long-term implications of the changes for corporations pass-through entities and employees and individuals, as well as the current impact on domestic and foreign entities, state and local governments, the federal deficit and who the biggest winners and losers will likely be.
In this program, Tannenbaum Helpern employment attorney Jason B. Klimpl discussed talent acquisition and management in a startup environment, including how to negotiate employment or consulting agreements, granting options, and related agreements with potential hires. This webinar covered common legal pitfalls and how to avoid them.
Tannenbaum Helpern’s Intellectual Property attorney Andrew Berger spoke at Utah State Bar 2018 IP Summit discussing statutory damages in copyright litigation.
Impact of the Tax Reform on Investment Managers
Tannenbaum Helpern and RSM LLP co-hosted an intimate discussion on the implications of the Tax Reform on hedge funds and private equity funds and investors who allocate to them. Tannenbaum Helpern’s Michele Itri and RSM’s Moshe Metzger and Yaakov Tambor discussed new deduction restrictions on trader vs. investor funds, carried interest planning, and tax reform impact on blocker structures. This invitation only event was limited to hedge funds, private equity, and investors.
CAMS Dinner: Law and Policy Careers Roundtable
Tannenbaum Helpern real estate attorney joined a roundtable discussion on January 25th at the University of Pennsylvania to discuss her career working in law and influencing policy. Other topics included her journey since graduating from College and how her time at Penn helped shape her professional life.
Accion Business Workshop Series
At this Business Workshop Series hosted by Accion, Tannenbaum Helpern corporate attorney David R. Lallouz discussed “capital rising and crowdfunding” covering the various options a company has. Employment law attorney Joseph D. Lockinger discussed what business owners need to know about employment laws when expanding their business. Intellectual Property attorney Kristin Garris discussed relevant IP issues affecting business owners.
The M&A Process: Understanding the Lifecycle of a Deal & Basic Deal Documents
Tannenbaum Helpern corporate attorney David Lallouz discussed the life-cycle of a deal whether you are buying, selling or merging a company. Typically, regardless the type of deal, the transaction follows a fairly uniform process. This webinar discussed all the steps and timeline for a typical deal.
Cybersecurity: The Current Landscape for Lawyers and Professional Service Providers
Tannenbaum Helpern’s Corporate and Cybersecurity & Data Privacy attorney David Lallouz spoke on the current cybersecurity landscape facing attorneys and professional services providers.
Women’s Initiative: An Evening of Holiday Shopping & Networking
Tannenbaum Helpern’s Women’s Initiative is a fun evening as guests mingle and shop for holiday gifts from featured women entrepreneurs while socializing with other professional women. Five to six women-owned businesses showcased their merchandise where our guests could purchase gift items for the holiday season. This invitation only evening event was limited to mid to senior level professional women and women entrepreneurs. If you are interested in learning more information, please send email to email@example.com.
Hedge Fund 2018
Tannenbaum Helpern and Bloomberg LP co-hosted their 3rd annual Hedge Fund 2018 event on November 28. The interactive panel covered what lies ahead for the hedge fund industry, particularly emerging managers, in 2018, what investors are looking for from managers, what strategies are in vogue, how fund and fee structures are changing and what regulatory issues are on the horizon. This year’s panel included speakers from Bostwick Capital LLC, a fund of fund; Stable Asset Management, a hedge fund seer; and Ten Capital Advisors, an allocator. This invitation only evening event was limited to hedge funds, private equity and investors. If you are interested in more information, please send email to firstname.lastname@example.org.
Tannenbaum Helpern’s securities litigator Ralph Siciliano discussed the holding in the Salman case as well as the earlier Second Circuit decision in U.S. v. Newman, and how those decisions affected the landscape of the law governing insider trading and government prosecutions which followed.
Businesses can no longer inquire about a job applicant’s salary history. People joined the conversation on November 9th as Tannenbaum Helpern’s employment attorney Jason B. Klimpl addressed the law’s requirements and how to protect your business.
The NYC Office Market: Direct Space, Sublease Space and the New Behemoth on the Block, WeWork
The Counselors of Real Estate NY Chapter
Tannenbaum Helpern’s real estate attorney Neil Botwinoff discussed the pros and cons and the legal considerations of renting a shared, sublease and direct space. For more information, contact email@example.com or call 845-781-3094.
Tannenbaum Helpern’s employment attorneys Andrew W. Singer and Jason B. Klimpl discussed best practices for mitigating the risks of unlawful discrimination claims during the hiring process and compliance with applicable legal requirements when integrating new employees into a company. Andrew and Jason addressed what information employers should not seek or obtain from prospective employees; certain rules with respect to background checks; the forms that must be completed and the requirements when onboarding a new employee, and more.
Tannenbaum Helpern’s employment law attorney and Co-Managing Partner, Andrew Singer joined a panel discussion on Data Privacy, discussing emerging best practices and policies that are important to know when it comes to protecting your firm and client data.
We were proud to sponsor ASA Staffing World 2017. Many joined Tannenbaum Helpern’s employment law attorneys Andrew Singer and Jason Klimpl for their workshop entitled, “Strategies for Conducting Legally Compliant Interviews” on October 25 at 11am and came to meet the Tannenbaum Helpern Employment Law and Staffing team on October 26 at 9am at the keynote session.
How Can We Make Placements if We Can’t Talk About Salaries? Equal Pay Law and Other Timely Employment Law Topics
Tannenbaum Helpern’s employment law attorney Andrew Singer joined a panel to discuss some of the latest trends regarding the salary ban, the equal pay law, and hiring decisions based on drug test results and social media profiling.
Tannenbaum Helpern’s Jason Klimpl spoke at NYSA’s 2017 Law Day. Many joined Jason and TemPositions’ James A. Essey at a round-table discussion of current and pending HR/employment legislation at the New York state and city levels. They then joined Jason as he sat down with Forum Group’s Susan Kurien and TemPositions’ Kristine Pierce for an interactive discussion on putting the salary ban into practice, where they discussed what questions you can ask and how to initiate discussion on candidate salary history.
Webcast | Lawline
Michael J. Riela, a partner in Tannenbaum Helpern’s Creditors’ Rights and Business Reorganization practice, discussed the recent decisions on Czyzewski v. Jevic Holding Corp. and Marblegate Asset Management, LLC v. Education Management Finance Corp. and their impact on the future of structured dismissals of Chapter 11 cases, the effects of out-of-court workouts involving public debt securities, and examined the Bankruptcy Code’s “safe harbor” from preference and certain fraudulent transfer avoidance actions.
Financial Poise Webinars
Many joined Tannenbaum Helpern’s Michael Riela and speakers from DeVry Group, Sugar Felsenthal Grais & Hammer, and Discovery Squared as they discussed what businesses must understand to protect against legal, business and reputational risks from actual and perceived misuse of data in a data driven world.
Hot Topics and Trends in Employment Law
Employment law attorneys Jason Klimpl and Joseph Lockinger discussed pay equity legislation and restrictions on employers during the interviewing process; minimum wage increases at the state level; wage and hour issues; regulatory actions taken by the Trump administration, and more.
New York State Bar Association - International Section
On Sep 13, many joined Tannenbaum Helpern’s Andre R. Jaglom at 3pm for a panel discussion on “The Global State of Data Privacy and Cybersecurity” and at 4:30pm for a talk on “Best Practices in International Distribution Contract Drafting; Guide to Key Contract Provisions from LatAm, the U.S and Europe.
How Illustrators Can Use Self-Help to Combat Infringement and What to Expect if You Litigate
Many joined Tannenbaum Helpern’s intellectual property attorney Andrew Berger on July 24 at 2pm at the AMI 2017 conference as he explained the self-help tools illustrators can use to minimize infringement of their work and how to respond to it if it occurs.
Keeping Up with Recent Changes in Employment Law
The Galway Group
Tannenbaum Helpern’s employment attorney Jason B. Klimpl discussed how to protect your business from costly employee lawsuits by keeping up with recent changes in employment law.
At this breakfast discussion, Tannenbaum Helpern’s tax attorney Michele Itri, along with Baker Tilly’s Gregory Kastner, discussed the movement towards a single factor formula from the traditional three factors, market-based vs. costs of performance, “look through” rules and uncertainties, partnership level tax states, and possible income tax withholding requirements.
Companies of all sizes are facing increased data security and other cyber risks, and laws governing these risks and demand for insuring them are proliferating.
Many joined us for an interactive dialogue among peers on the landscape of cybersecurity, where we covered the current state of legal and regulatory framework, current best practices in mitigating security exposures from lessons learned as a result of recent cyber-attacks, and what cyber insurance products and IT security solutions are currently available in the market.
During this webinar Michael Riela, a partner in Tannenbaum Helpern’s Creditors’ Rights and Business Reorganization practice, shared practical tips on how creditors can protect and insulate themselves from fraudulent transfer and preference actions ahead of time, by taking certain precautions when dealing with distressed business prior to the filing of a bankruptcy proceeding.
Paul Sarkozi, a member of the Advisory Council, and Carl Regelmann, an experienced New York commercial litigator who previously worked for a Commercial Division justice, will share their insight into these new rules gained from involvement in the creation of the rules and their regular involvement in litigating Commercial Division cases. They will discuss the rule changes that affect every aspect of litigation—from the commencement of an action through trial—and show how the rules can be used to effectively and efficiently represent clients in the Commercial Division.
New York’s appellate practice markedly differs from federal practice – from the issues that can be appealed to the timing of the appeal to the composition of the appellate panel. A successful litigator in New York must know how to effectively use appellate procedure – even while a case is proceeding through the trial court – and then, depending on how a case unfolds, whether recourse to the New York Court of Appeal, New York’s highest court, is available.
Vincent Syracuse, Maryann Stallone, and Richard Trotter discussed when to appeal to both the Appellate Division and the New York Court of Appeals and how to present issues – both in writing and orally – in a way that maximizes the likelihood of success.
This webinar introduces attorneys and business owners to the basics of the bankruptcy confirmation process. Tannenbaum Helpern’s bankruptcy attorney Michael Riela and speakers from Sugar Felsenthal Grais & Hammer and Pachulski Stang Ziehl & Jones LLP discussed confirmation contests and how to both defend and attack the confirmation of a debtor’s chapter 11 plan.
Data Security: Legal & Strategic Considerations for Financial Institutions, Asset Managers and Others
Legal compliance and an effective information security strategy are two of the most important data security issues facing boards and management of financial institutions, asset managers and other companies. David Lallouz and Michael Riela, partners in the Cybersecurity and Data Privacy practice group of Tannenbaum Helpern Syracuse & Hirschtritt LLP, discussed recent important regulatory developments and considerations in the data security field. Arnold Felberbaum (the former Chief Information Security Officer of AIG and Reed Elsevier) and Stewart Koenig, Managing Director, both of Prime Consulting International LLC, discussed boards’ and senior management’s obligations regarding cyber preparedness and response, risk assessments and technical requirements.
The webinar covered the following topics:
- Background on the scope of cybersecurity risks to the financial markets and the impetus for broad regulation.
- Overview of the legal and regulatory requirements imposed on financial institutions, asset managers and other companies.
- How the recent New York State Department of Financial Services cybersecurity regulation impacts both financial institutions and companies that are not regulated by the NY Department of Financial Services.
- Key information security strategies (e.g., executive accountabilities, technical requirements, risk assessments, required reporting and vulnerability assessments).
- How asset managers and other intermediaries can address the increasingly stringent data security demands from investors, including investor demands for increased documentation, employee training, and diligence on third party vendors.
At this Spring Meeting, Tannenbaum Helpern’s David Lallouz discussed the final rule on NY Department of Financial Services Cybersecurity Requirements.
On May 12, 2017 in a session entitled, “Getting to Yes: Negotiating Client and MSP Contracts”, Tannenbaum Helpern staffing attorney and counsel to the NYSA, Joel Klarreich, along with fellow speakers, discussed strategies for resolving indemnity, confidentiality and other contract clauses that could sink the deal.
In this program, Tannenbaum Helpern employment attorneys Jason B. Klimpl and Joseph D. Lockinger discussed best practices that employers can utilize to help minimize harassment risks in the age of social media. Specifically, they highlighted cases where courts have interpreted an employer’s legal obligations to protect against workplace harassment claims derived from the actions of its employees on social media or other electronic means provide a general update on the statutes that govern workplace harassment at the local, state, and federal level.
Trust Indenture Act and Involuntary Restructurings: Impact of Marblegate and Caesars Bankruptcy Litigation
In this webinar hosted by Stafford, Tannenbaum Helpern’s Michael Riela, along with two fellow speakers, discussed recent courts decisions that impact bondholders and indenture trustees in out-of-court restructurings and implications for the 144a-for-life market.
Tannenbaum Helpern’s real estate attorney Ari Davis moderated roundtable discussion on the state of retail real estate. Fellow panelists included Roy Stillman of Stillman Developments and Ira Cohen of Coach.
On April 20, 2017 at this BOMA event, Tannenbaum Helpern’s construction attorney Josh Levy discussed how building owners and managers can identify provisions in vendor contracts that shift the risks of cost, schedule and quality to buildings owners and the most important provisions that vendors exclude from proposals.
Tannenbaum Helpern’s employment attorney and NYSA’s associate general counsel Jason Klimpl and TemPositions’ CEO and NYSA’s legislative chair Jim Essey discussed how NY Staffing firms and other employers can address the new compensation/overtime rules.
On April 5, 2017, Tannenbaum Helpern litigators Vincent J. Syracuse & Jamie B.W. Stecher spoke on on a NYSBA panel entitled “Basic Lessons on Ethics and Civility 2017”. Vince, overall planning chair, and Jamie spoke on updates on developments in the area of attorney ethics, including the most recent case law. The rules of civility were discussed, with emphasis on practical pointers for dealing with uncivil adversaries and civility issues within the law firm.
Many joined THSH’s Employment attorney Jason Klimpl as he discussed common issues that all employers need to know. The discussion covered HR policies, compensation/benefits, recruiting and training, and boosting employee performance.
Tannenbaum Helpern’s Trust & Estate attorney Yolanda Kanes discussed how the LGBT community may be uniquely impacted by new policies on business, taxes and investment strategies being proposed by the Trump Administration. Many joined the conversation on March 21 and learned how to address their concerns.
Tannenbaum Helpern is an exhibitor at BuildingsNY, the largest gathering of property owners, managers, designers and architects. It was held with construction attorney Joshua Levy at booth #958.
What the Litigation World Has Been Doing to Improve the Courts—and What the Arbitration World Can Learn from Those Efforts
In a joint program between the NYSBA’s Commercial and Federal Litigation Section and Dispute Resolution Section to share best practices, Tannenbaum Helpern’s commercial litigator Paul Sarkozi spoke on a panel entitled What the Litigation World Has Been Doing to Improve the Courts—and What the Arbitration World Can Learn from Those Efforts.
3rd Annual Employment Law Institute: Social Media & Employment Law
Tannenbaum Helpern’s employment attorney Andrew W. Singer spoke on a panel entitled Social Media & Employment Law at New York City Bar’s 3rd Annual Employment Law Institute. The institute also examined recent trends, developments, and cutting edge issues in employment law.
Many joined us on March 6 for an open discussion as Tannenbaum Helpern employment attorneys Andrew W. Singer and Jason B. Klimpl and Cambridge Insurance Advisors’ Arthur Grutt examined the employment and benefits implications of a Trump administration. With President Trump now occupying the Oval Office, and the Republicans controlling both Houses of Congress, key changes are in store for the employer community. Business owners and operators have myriad questions concerning the new administration, such as what the future of the Affordable Care Act (a/k/a Obamacare) and employer-provided benefits are, why the new administration matters in the context of the (now delayed) new overtime rule, how governmental agencies will proceed to enforce and interpret laws and much more.
Tannenbaum Helpern was proud to sponsor the International Bar Association’s 18th Annual International Conference in Private Investment Funds that was held in London, England. This annual conference brings together legal, business and fund professionals from around the globe to examine current and emerging trends affecting private investment funds.
Many joined Tannenbaum Helpern’s Michael J. Riela and Richard W. Trotter as they discuss the principal rights and remedies that different types of creditors may have against companies that are in financial distress but are not yet in bankruptcy. Other topics included how those rights change when a company enters bankruptcy and practical tips about how creditors can better protect their interests, both before and during bankruptcy.
Many joined Tannenbaum Helpern’s employment law attorneys Andrew W. Singer and Jason B. Klimpl at the TemPositions Group of Companies' HR Roundtable: Annual Legal Update on March 1, 2017 as they discussed the latest employment law developments and trends affecting New York employers as well as providing practical solutions on how best to handle these changes. Topics included: changes to the New York State Minimum Wage and federal and New York State Overtime Pay requirements, the enforceability of class action waivers in employee arbitration agreements, current trends and best practices for terminating employees, expectations for the Affordable Care Act (ACA) under a Trump administration, and new laws and employer obligations on the horizon.
Many joined Tannenbaum Helpern’s Wayne H. Davis and Michael J. Riela as they discussed the most prevalent ways of acquiring distressed companies and assets, and the advantages and disadvantages of each. Wayne and Michael discussed business considerations, as well the relevant legal issues.
Cybersecurity Presentation to the New York State Bar Association Securities Regulation Committee
Tannenbaum Helpern cybersecurity attorneys David R. Lallouz and Michael J. Riela hosted a CLE for the NY State Bar Association Securities Regulation Committee. The program covered the NY State Department of Financial Services cybersecurity rule and SEC regulations as well as breach preparedness and response.
Signed into law in November 2015, the Bipartisan Budget Act of 2015, significantly changes the rules governing the audits of partnerships for US federal income tax purposes. The rules will affect hedge funds, private equity funds and other investment partnerships with taxable years beginning on or after January 1, 2018. Many joined Tannenbaum Helpern’s tax attorney Michele Itri and Robert Schachter from WithumSmith+Brown, PC for an interactive discussion about what funds and partnerships must do to prepare, how to address the partner level and entity level tax burdens, how the new rules will affect fund investors, marketing materials, reporting and much more.
*Please note: this event is intended for hedge funds, private equity funds, chief investment officers, chief financial officers, chief operating officers*
Many joined Tannenbaum Helpern’s Michael J. Riela and Stephen Basedow of the Law Office of Simon Goldenberg, PLLC as they addressed the ethical rules that business and consumer bankruptcy attorneys must know to protect their client relationships, their fees and their professional reputations.
Law Firms, Meet Your New Regulator: Your Clients
Tannenbaum Helpern employment attorney Andrew W. Singer partnered with moderator Mark Sangster from eSentire, Inc. and Greg Arteen from Clearpath Solutions Group in a panel entitled Law Firms, Meet Your New Regulator: Your Clients. Topics included legal client concerns, regulatory landscape and ethical considerations. The panelists addressed questions such as how law firms can analyze where their cyber program currently stands and how to enhance the program, how industry regulations affect law firms and good cybersecurity practices as a marketing differentiator.
In a panel discussion on “Current Ethics Issues in Commercial Litigation”, Tannenbaum Helpern’s commercial litigator, Vincent Syracuse, along with fellow panelists, addressed recent developments affecting commercial disputes in New York, as well as covering privilege issues that can arise in litigation, internal investigations, M&A and others.
Hedge Fund Tax 101 and K-1 Boot Camp
Tannenbaum Helpern tax attorney Michele Itri partnered with George Teixeira from Anchin Block & Anchin LLP to speak at Financial Research Associates, LLC’s Hedge Fund Tax 101 and K-1 Boot Camp on January 23rd and 24th, 2017. Michele and George discussed constructive sales, wash sales, section 1256 contracts and straddles, short sale gains or losses and the breakdown of the K-1.
Cybersecurity events are a matter of "not if but when." However, you can manage the magnitude of the event by understanding your business’s complexities before moving forward with a risk management solution. Tannenbaum Helpern’s Michael J. Riela with David Barton from UHY Advisors and Joseph Decarlo from World Wide Specialty Program covered "insider threats," whether intentional (such as employee data theft) or unintentional (such as a fraudulent wire transfer).
Trump’s Vision of Tax Reform: What We Know (and What We Don’t) in the Estate Planning World
At the YPO Forum consisting of young presidents and CEOs, Tannenbaum Helpern’s trust & estate attorney Yolanda Kanes and EisnerAmper’s Stephanie Hines discussed the current state of the estate planning, valuation discounts, what is likely to happen under a Trump Administration and next steps.
FBC Intellectual Property Committee Meeting
Tannenbaum Helpern’s Intellectual Property attorney, and FBC Intellectual Property Committee Member Andrew Berger provided an overview of copyright developments in 2016 and what to expect in the coming year.
How to Drive New Revenues by Making HR More Strategic
The human resource function has been evolving and increasingly plays a strategic role in a firm’s overall growth and bottom line. As companies demand more from their HR professionals, it is critical to have a clear vision for and expectations of the HR team. We held a lively panel discussion with Al Berg, former CEO of Marchon Eyewear, Brian David from Lloyd Group, Margaret Poswistilo from next Opportunity Group and Andrew W. Singer from Tannenbaum Helpern as they shared their perspectives on how they have expanded the role of HR, what to watch out for, how to measure success and much more.
Hedge Fund Outlook 2017: What Does 2017 Have in Store for Emerging Managers?
2016 has been a challenging year for the hedge fund industry with lackluster performance, fund closures and record investor redemptions. Market volatility has impacted hedge funds of all sizes and strategies and continued regulatory scrutiny brings increase compliance cost. What does all this mean for emerging managers and for those who plan to launch their fund in 2017? Are there regulations that are not applicable to emerging managers? How will fee structures, fund raising efforts, valuation practices and investor communications be impacted?
Tannenbaum Helpern’s Michael G. Tannenbaum, Clark Cheng from Merrimac Corp., Kara Friedenberg from PricewaterhouseCoopers LLP, Rahul Mahajan from Deutsche Bank and Daniel Schatzman from Wolfson Group held an interactive discussion on these and other topics.
*Please note: This event is limited to hedge funds, fund-of-funds, investors in alternatives and private equity*
Tannenbaum Helpern is a proud sponsor of 2016 ASA Staffing World and is a sponsor of the closing keynote session at 3:15 pm on October 27, 2016. Keynote speaker, Verne Harnish, founder of Entrepreneurs’ Organization and founder and CEO of Gazelles, discussed how business leaders can get their organizations moving in sync by focusing on four major decisions areas that every company must get right: people, strategy, execution and cash.
Tannenbaum Helpern’s attorneys L. Donald Prutzman and Drew Jaglom spoke at the NYSBA’s International Section meeting in Paris, France in October.
Intellectual property attorney L. Donald Prutzman co-chaired a panel on October 20, 2016 entitled “Challenging IP: Fashion Design Protection and Appropriation Art in the US and EU.” The panel compared and contrasted the approaches taken in the US, France and Europe to the protection of copyright for fashion design, including the extent to which artists can create “appropriation art” based on the prior work of others.
Distribution attorney Drew Jaglom co-chaired a panel entitled “Commercial Divorce in Europe and Around the World,” which examined restrictions on the termination of commercial relationships in Europe and around the world and how suppliers and distributors can best protect their interests.
On October 13, 2016, Michael Tannenbaum spoke at NYSSA’s Emerging Managers Forum in a panel entitled: “How to Successfully Launch a Hedge Fund”. The panel covered crucial components about launching a fund.
Hedge Fund Compliance
Tannenbaum Helpern’s hedge fund attorney Michael G. Tannenbaum spoke at OFA’s Hedge Fund Compliance event at The Park Lane Hotel on Central Park this October. Hedge Fund Compliance produced by OFA focuses on regulatory, examination, and compliance issues for hedge funds. On October 7, in a panel discussion entitled “Developing and Fostering an Ongoing Robust and Comprehensive Compliance Program and a Firm- Wide Culture of Ethical Integrity and Compliance”, Michael shared his perspectives on building a practical compliance culture, SEC audits and investigations, outsourcing and compliance considerations.
Planning Now and For the Future
At this Gay Men’s Health Crisis’ (GMHC) event, Tannenbaum Helpern trust & estates attorney Yolanda Kanes spoke on estate planning, unique to the LGBT community and charitable donations. The interactive discussion covered topics such as trusts, estate planning, trustee and executor designation, gift giving and much more.
Look at these new overtime rules! Boy, do I need a drink!
Joel A. Klarreich, Andrew W. Singer and Jason B. Klimpl from Tannnebaum Helpern and James A. Essey from NYSA discussed the new Federal overtime rules that affect all businesses including staffing and search firms regardless of size. Speakers covered how best to tackle the new rules and stay compliant.
Business Meets Legal: Top 10 Things To Consider When Buying Or Selling A Beer Distributorship
National Beer Wholesalers Association
2016 Convention Education Seminars
In a panel at the annual NBWA Convention, Tannenbaum Helpern distribution attorney Drew Jaglom joined Paragon Beverage Advisors Managing Directors Randy Jozwiakowski and Mark Hall to discuss the top 10 items you should consider before buying or selling your distributorship. The presentation discussed the following important topics: licensing, due diligence, employees, tax issues, antitrust issues, real estate, supplier consents, financing, indemnities and valuation.
Supplier-Distributor Disputes: Strategies and Tactics; Venue, Injunctions, and Other topics
Wine, Beer & Spirits Law’s 21st Annual National SuperConference
On September 22, Tannenbaum Helpern’s distribution attorney Drew Jaglom spoke at CLE International’s 21st Annual National SuperConference on Wine, Beer & Spirits Law in Colorado Springs, CO on a panel entitled “Supplier-Distributor Disputes: Strategies and Tactics; Venue, Injunctions, and Other topics.”
Webcast: Accommodating Non-U.S. Investors: Structuring Real Estate and Other Fund Investments to Minimize U.S. Tax Impacts
Non-U.S. investors present a significant source of capital for hedge funds and private equity funds. These investors are primarily concerned with avoiding U.S. tax filing obligations and paying U.S. tax on “effectively connected income” which can result from a non-U.S. investor’s investment in U.S. real estate, certain U.S. loans and U.S. operating companies. In this course, Tannenbaum Helpern tax attorneys Michele Itri and David Schulder along with RSM US LLP's International Tax Principal Mark Strimber discussed certain blocker structures and other techniques that can be used to accommodate these concerns and minimize the U.S. tax drain on investment returns of non-U.S. investors.
Basic Lessons on Ethics and Civility 2016 – Video Replay with live Q&A at 12:30pm EST
If you have missed the NYSBA’s acclaimed annual program on ethics and civility in April, a video replay is available with a live Q&A session with speakers on August 8. The program covers recent developments in the area of attorney ethics with emphasis on how to deal with uncivil adversary and civility issues within the law firm, and uses real life hypotheticals to highlight ethics and civility issues. Tannenbaum Helpern’s Vincent Syracuse, overall program planning chair, and Jamie BW Stecher, along with fellow distinguished practitioners and jurists, answered questions during the Q&A session.
Hedge Fund Outsourcing
Historically, investment managers, particularly emerging managers, have assumed that in order to have a successful fundraise and to meet their Rule 206 regulatory requirements, they would need to spend large sums building out a complete in-house back-office consisting of a Chief Financial Officer, Chief Operating Officer, Trader, and Chief Compliance Officer. However, a dramatic shift in the preferences of institutional investors is taking place. Enter outsourcing. Institutional investors have begun recommending, and in some cases mandating, investment managers outsource key functions of their back-office and trading to build proper independent controls around critical infrastructure (i.e. cash movements, regulatory compliance, etc.). Outsourcing these functions to independent third parties allows managers to minimize risks, minimize operating costs, streamline operations, and create a more institutional quality offering and of course, meet their regulatory needs.
On June 21, 2016, Tannenbaum Helpern’s Michael Tannenbaum, William Byrne from Cowen Prime and Michael S. Minces of Blue River Partners covered key topics regarding hedge fund outsourcing and the SEC and operational issues to consider.
Tannenbaum Helpern staffing and employment attorneys Joel A. Klarreich and Jason B. Klimpl spoke at New York Staffing Association's Super Seminar Day on May 25, 2016. Klarreich, NYSA's General Counsel, and Klimpl, NYSA's Associate General Counsel, spoke on a panel entitled: "New York State Legislative Update with the NYSA Legislative Committee" along with Jim Essey of The TemPositions Group of Companies.
Employee wage and hour disputes are among the most common and substantial risks facing businesses in the hospitality industry – costly lawsuits can result if employers are not vigilant in their compliance practices. In this course, Tannenbaum Helpern employment law attorneys Andrew W. Singer and Jason B. Klimpl discussed best practices that businesses can utilize to minimize the legal risks associated with employee compensation, as well as suggestions for handling related litigation and other disputes. For instance, Andrew and Jason addressed what employers in the hospitality industry must do to properly track employee hours worked, calculate and pay overtime, maintain proper records, take a tip credit, and much more. The presenters also provided an update on federal wage regulations and recent case law affecting hospitality employers.
Tannenbaum Helpern’s Michael G. Tannenbaum spoke on a panel with other industry experts who shared their unique perspectives on the knowledge needed to stay one step ahead in the SEC exam space this year. The event was moderated by RSM and concluded with cocktails and networking overlooking the Long Island Sound in Stamford. Topics of discussion included: current regulatory environment, how regulations are affecting SEC exam preparation and how to target efforts in light of current SEC focus areas.
This program covered key legal concerns facing companies in the hospitality industry such as NY Hospitality Wage Order addressing required written employee notices, record keeping and wage and hour issues such as tip credits, service charges, meals, uniform maintenance and spread of hours. The discussion also covered what companies should do when the government arrives at the door, selecting and retaining employees and protection of intellectual property such as restaurant names, logos, menus, recipes and much more.
It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This program examined many important legal and practical issues that executors or trustees confront, and it presented cautionary lessons from recent case law concerning fiduciary conduct. In this program, attorneys Yolanda Kanes, Jamie BW Stecher, and Judith Benkov also covered management responsibility over assets, obligations to estate and trust beneficiaries, and strategies to avoid internal disputes and litigation.
A sound ethical compass and a civil and professional demeanor are the hallmarks of successful and respected attorneys in all areas of practice. This popular annual program takes place at multiple locations and days. Vincent Syracuse, overall program planning chair, and Jamie Stecher, along with fellow practitioners, ran the New York City Program on April 22nd. The four hour program provided attendees with an update on developments in the law in the area of attorney ethics, including the most recent case law. The rules of civility were discussed, with emphasis on practical pointers for dealing with the uncivil adversary and civility issues within the law firm. The program concluded with a discussion of real life hypotheticals by a panel of distinguished practitioners and jurists – certain to benefit attorneys in all substantive areas of practice.
Part II of the panel regarding financial wellness for LGBT couples covered crucial topics such as spousal debt and benefits, IRA planning, adding a spouse to 401(k) plan, pensions and social security continuation, health coverage and much more. The panel featured Yolanda Kanes and Ralph Siciliano from Tannenbaum Helpern Syracuse & Hirschtritt LLP, Gregory Blank from Blank Financial Group and Ryan Cole from Integrity Financial Partners.
Tannenbaum Helpern Employment and Staffing attorneys Joel A. Klarreich and Andrew W. Singer, along with Jeanne Meserve from The Communication Center, spoke at the 2016 ASA Staffing Law Conference on April 20, 2016. In their session entitled “When Bad Things Happen to Good People—Effective Strategies for Handling Workplace Issues, Conducting Workplace Investigations With Clients, and Addressing the Media”, they covered the strategic partnership between the staffing firm and client relationship addressing issues that can arise with temporary employees.
Intellectual Property Protection for Startups
Andrew Berger moderated a panel on behalf of Cornell Law School focusing on intellectual property protection for startups which was held at the Cornell Entrepreneurial Celebration in Ithaca on April 14, 2016. Other panelists included Aimee Soucie of Kenyon & Kenyon in D.C. and Peter Kunin of Downs Rachlin Martin in Burlington, Vermont.
Webcast: NY Commercial Litigation: Distinctions that Non-New Yorkers Need to Know To Effectively Represent Their Clients
In this course, attorneys Paul Sarkozi and Vincent Syracuse reviewed the procedures that govern New York practice with an emphasis on how New York practice differs from federal practice (and the practice in most other states), the strategic choices a commercial litigator needs to make in deciding whether to bring an action in New York's Commercial Division and recent rule changes that impact the handling of cases in the Commercial Division. Without knowing these procedural distinctions, a lawyer's advocacy will get muddled as a hometown advocate will find ways to delay and frustrate her adversary from presenting the client's story in an effective manner.
On April 8, Tannenbaum Helpern's distribution and corporate attorney Andre R. Jaglom co-chaired a panel on Cross-Border Contracts at the New York State Bar Association International Section's Spring Meeting in Krakow, Poland. Jaglom, along with other panelists from Poland, Austria and Italy, discussed the nuances of negotiating and drafting a solid international contract, touching on distribution, M&A and other types of agreements.
Staffing firms in business for any length of time will no doubt encounter clients with financial woes. From vendor management system-related bankruptcy issues to insolvency, staffing and recruiting professionals need to know their legal rights and develop strategies to minimize loss by understanding relevant portions of the law. Tannenbaum Helpern attorneys Wayne H. Davis and Joel A. Klarreich covered these topics and more.
On April 6th, 2016, staffing attorney Joel A. Klarreich spoke at The Future of Work Summit, presented by the Brooklyn Chamber of Commerce's Workforce Development Committee, in partnership with LiquidTalent. The summit explored what the next generation of work will look like in Brooklyn. Other topics that were discussed are the driving forces behind the Future of Work, including education, mobility, lifestyle, and independence. The Summit featured introductory remarks, innovative breakout sessions, and a keynote address.
Managing Partners: Their Role, Jurisdiction, Compensation and Planning for Their Orderly Succession
On Tuesday, April 5th, Joel Hirschtritt spoke at NYSBA's program on "Managing Partners: Their Role, Jurisdiction, Compensation and Planning for Their Orderly Succession." This program examined the roles and duties of a managing partner and how not to select a managing partner when planning for succession.
International Intellectual Property Practice Panel
In a panel discussion hosted by Cardozo Law School, intellectual property attorney Donald Prutzman, along with Rory Radding from Locke Lord, covered what an international intellectual property practice entails, the Treaties that may be applied, the impact of foreign intellectual property law on US firms doing business aboard and vice versa, licensing deals, portfolio sales, infringement litigation and much more.
Contract Workshops For Owners’ Representatives Spring 2016
Utilizing customized forms of agreements, Tannenbaum Helpern construction partners Kenneth M. Block and Joshua M. Levy provided an issue-by-issue tutorial, from the owner's perspective, on the key terms of design and construction contracts. The workshop in March focused on negotiations with design professionals and the June workshop will focus on negotiations with construction managers.
Each seminar is offered on two alternate dates and space is limited to 25 per seminar.
Exit Strategies: Retail and Office Lease Structuring and Negotiations
Real Estate attorney Neil E. Botwinoff hosted an interactive roundtable discussion on lease exit strategies and protecting the downside in the event that a lease is no longer viable. Topics covered key landlord and tenant concerns such as assignments and sublettings and non-disturbance and recognition agreements. The purpose of the discussion was to familiarize commercial leasing brokers with these issues so that they are better able to structure sensible deals for their clients.
Financial stability and prolonged health & wellbeing are two topics of discussion we should be engaging in early and often with our loved ones, but are inclined to avoid. Tannenbaum Helpern's Trusts and Estates attorney Yolanda Kanes, along with fellow panelists from Morgan Stanley and Arbor Group, discussed how to approach sensitive topics such as wills, power of attorney, healthcare proxy, estate and tax planning and much more.
NYS/NYC Labor Update
Tannenbaum Helpern's employment law attorney Andrew Singer discussed recent employment and labor laws affecting businesses.
NYSA Legislative Update
Tannenbaum Helpern's employment law attorney and NYSA's Associate General Counsel Jason Klimpl and NYSA's Metro Chapter Legislative Chairman Jim Essey, shared legal and operational best practices on what managers and owners of staffing firms need to do to comply with new regulations such as applicant's criminal backgrounds and credit checks. The program also covered temporary workers' eligibility for the TransitCheck program, the difference between a fully insured and a self-insured ACA MV plan and what to look for in a self-insured stop loss policy.
Hedge Fund Outlook 2016
2015 proved to be a challenging year for the hedge fund industry for numerous reasons. Market volatility impacted hedge funds of all sizes and many strategies. Meanwhile, technology is rapidly changing the way information is communicated and synthesized and regulatory bodies continue to increase their focus on: marketing practices; disclosure with respect to fees and related party conflicts; asset valuation practices; and arguably disparate treatment of similarly situated investors. How does all of this affect the types of funds being launched, proposed fee structures, capital raising efforts, investor communications and valuation practices in 2016?
Ban the Box - Avoiding the Pitfalls of the Fair Chance Act
At this roundtable, Tannenbaum Helpern's employment law attorneys Andrew W. Singer and Jason B. Klimpl discussed New York City's new "Ban-the-Box" law and its implications for employers.
Starting a new business can be a great opportunity but also poses challenges and comes with important legal obligations. From choosing the most appropriate type of business entity to use and preparing and filing the right documents, to making sure the owner and his or her partners are properly protected, to name a few, it is crucial for an entrepreneur to be able to make the right choices and to be informed about his or her responsibilities. This seminar walked through the process of forming a business and taking the necessary steps to ensuring legal compliance and business protection.
To Marry or Not to Marry: That is the Question Facing Lesbian, Gay, Bisexual and Transgender Couples
Tannenbaum Helpern Trusts and Estates attorney Yolanda Kanes discussed estate planning, financial planning, tax filings, pre-nups, powers of attorney, health care proxies, life insurance, beneficiary designations, and other topics to help you live happily ever after as couples.
Subtenant Recognition Agreements or Don't Tread on Me
Tannenbaum Helpern's Neil Botwinoff facilitated a roundtable discussion on "Subtenant Recognition Agreements or Don't Tread on Me" in the Grand Ballroom at the US Shopping Center Law Conference in Phoenix, AZ on October 30, 2015.
2015 Staffing World
Tannenbaum Helpern was a proud sponsor of 2016 ASA Staffing World and sponsored the closing keynote session at 3:15 pm on October 27, 2016. Keynote speaker, Verne Harnish, founder of Entrepreneurs’ Organization and founder and CEO of Gazelles, discussed how business leaders can get their organizations moving in sync by focusing on four major decisions areas that every company must get right: people, strategy, execution and cash.
New York State Bar Association International Section: Brazil’s Recent Developments And Opportunities For Latin America Amidst Global Challenges
October 14-17, 2015
Tannenbaum Helpern was a proud sponsor of the New York State Bar Association's International Section Meeting in Sao Paulo, Brazil, where two of the firm's attorneys chaired panels and spoke. On October 15, Tannenbaum Helpern's distribution attorney Andre R. Jaglom discussed antitrust and competition law challenges in introducing goods to the world market in his session entitled, "Going to Market in Latin America and Around the World: Differing Competition Rules for Distribution. Then on October 16, he led a panel entitled, "To Market, To Market: The Pros and Cons of Alternative Methods of Distribution", contrasting the relative advantages of various distribution structures under the laws of different countries. Tannenbaum Helpern's intellectual property attorney L. Donald Prutzman chaired a panel entitled, "Is the Madrid System for International Trademark Protection Fulfilling its Promise?" which shared insights on the effectiveness of the Madrid System as a means for international trademark protection.
Webinar – 1:00pm – 2:15pm | Clear Law Institute
Tannenbaum Helpern's securities law attorney Ralph Siciliano discussed the current law on insider trading, the evolving definition of insider trading and takeaways from and implications of recent court decisions articulating when a tippee incurs liability.
The TemPositions Group of Companies
At this unique roundtable Tannenbaum Helpern's employment law attorneys Andrew W. Singer and Jason B. Klimpl answered the audience's question in an open Q&A format.
June 10-12, 2015 | American Law Institute – Continuing Legal Education (ALI-CLE)
This annual program addresses the myriad of distribution legal issues facing counsel in a changing global economy from pricing and antitrust, anticorruption and competition laws to e-commerce, advertising and supplier-distributor relationships and disputes. Program planning chair and faculty Andre R. Jaglom shared his perspectives and practical advice on drafting distribution contracts, e-commerce, identifying distribution issues in M&A, managing distribution to avoid legal problems, and more.
NYSBA – Global Law Week 2015
Tannenbaum Helpen's intellectual property attorney Donald Prutzman on the key considerations in drafting an international contract in the context of cross-border mergers and acquisitions, financing agreements and commercial agreements.
April 28-29, 2015 | American Staffing Association (ASA)
In a section entitled "Best Practices for Responding to an EEOC Charge", Tannenbaum Helpern's Joel Klarreich discussed how firms can effectively respond to discrimination charges filed with the EEOC.
New York County Lawyers Association
Tannenbaum Helpern's securities law attorney Ralph Siciliano moderated a panel discussion on insider trading in light of the Newman decision at the NYCLA's 2015 Securities Litigation & Regulatory Enforcement Conference. On the panel were Lyle Roberts who represented Mark Cuban in his successful defense against the SEC; Paul Murphy, assistant US attorney in Newark, and Cathy Foti, a partner at Morvillo Abramowitz, the law firm which represented Anthony Chiasson, one of the defendants in Newman.
Tannenbaum Helpern's distribution and franchise law attorney Drew Jaglom shared his insights on drafting and negotiating product distribution agreements that avoid common legal pitfalls and mitigate risks for both suppliers and distributors.
Tannenbaum Helpern's real estate attorney Caryn Ettinger-O'Brien discussed key considerations involved in representing foreign buyers in purchasing home, condo or coop in the US.
April 15-17, 2015 | Litigation Counsel of America
At this conference, Tannenbaum Helpern's Andrew Berger moderated a panel discussion entitled, "Avoiding the Googling Mistrial: Dos and Don'ts when Preparing for Trial in the Age of Social Media".
Dos and Donts in Employment Law for Employers
The ExitCoach Network
Tannenbaum Helpern's employment law attorney Andrew W. Singer was on live radio on April 2 at 2pm and spoke on strategies that are important to business owners to grow and protect the value of their businesses.
HR Roundtable: NYC Paid Sick Leave 2.0: Key Provisions for Employers
The TemPositions Group of Companies
Tannenbaum Helpern's employment attorneys Andrew W. Singer and Jason B. Klimpl discussed the significant changes to the mandatory paid sick leave legislation and how employers can stay compliant.
March 8-10, 2015 | International Bar Association (IBA)
Tannenbaum Helpern's Financial Services, Private Funds & Capital Markets practice proudly sponsored IBA's 16th annual conference on private investment funds.
Tannenbaum Helpern's Ralph Siciliano on the impacts of the recent insider trading decision (U.S. v. Newman), the rules applicable to tipper and tippee liability, the standards of liability for SEC cases and criminal cases and much more.
Tannenbaum Helpern & Laven Partners
Tannenbaum Helpern's Michael G. Tannenbaum and Laven Partners' Jerome Lussan discussed the practical lessons learned after the end of the six month AIFMD transition period and how firms have approached the regulation and leading practices for US firms doing business in the EU.
February 5-7, 2015 | Maples Investment Funds Forum 2015
Tannenbaum Helpern's Michael G. Tannenbaum shared his perspective on US regulatory and insider trading developments.
CPS and TSC Certification Study Session
New York Staffing Association
An ASA certification group study session which focused on labor and employment laws to help those in the staffing industry to earn or renew their CSP® or TSC designation. Tannenbaum Helpern's Jason Klimpl (also associate general counsel of NYSA) led a three week study session. Dates are February 3, 10 and 17. k