Legal and Tax Issues for Entrepreneurs
Co-sponsored by the IEEE Consultants' Network
The last meeting of 2011 for the Boston Entrepreneurs' Network (E-NET), features a panel of attorneys with extensive experience in the legal and tax issues faced by high technology companies and their founders. The panel has provided counsel for the wide variety of practical situations which all entrepreneurs face. Whether it involves incorporation and choice of entity decisions, employment matters, promises of equity participation in the early stages, protection and licensing of intellectual property or day-to-day issues like sales and collection matters, these panelists will share the benefits of their experience while providing insight into how to work with a business attorney in a productive and cost effective manner.
The objective of this meeting is to provide a forum for discussion of the critical legal and tax issues facing the founders, investors, and managers of technology companies. The presentation will be followed by a question and answer (Q&A) session moderated by Bill Byrnes, where you will be invited to present your own legal questions and seek guidance from the panel. While not intended as a substitute for securing your own legal counsel, previous attendees have found this to be a particularly valuable forum for seeking initial understanding of the issues that confront startup companies.
GOT QUESTIONS? Bring your questions to the meeting for the Q&A session following the panel discussion, or e-mail your questions in advance to the Moderator: Bill Byrnes at firstname.lastname@example.org
Partner, Foley Hoag LLP http://www.foleyhoag.com, http://www.emergingenterprisecenter.com
Mark Haddad is a partner at Foley Hoag LLP, where he serves as Deputy Chair of the firm’s Business Department. At Foley Hoag's Emerging Enterprise Center, Mark represents a broad range of startup and early stage companies, primarily in the high tech, software, clean tech and life science industries. Mark advises clients on a wide variety of legal issues, including corporate formation, founder arrangements, seed, angel and venture capital financings, mergers and acquisitions, joint ventures and other strategic transactions, public offerings and other securities law matters. He also represents venture capital, angel and private equity investors in portfolio investments with start-up and other companies. Mark is a graduate of Harvard Law School, was recognized in Chambers USA: America’s Leading Lawyers for Business 2011 and has been listed as a Massachusetts Super Lawyers "Rising Star" for each of the last seven years.
Partner, Gesmer Updegrove LLP http://www.gesmer.com
He advises a wide variety of clients in the software industry, including emerging software companies in the internet and enterprise software area, investors in software companies, and individual executives, authors and consultants, on issues including business formation, angel and venture capital financing, mergers and acquisitions, equity-based compensation, and software development, distribution, publishing and licensing arrangements.
Since Spring 2002, Peter has been an adjunct faculty member at Suffolk University Law School, where he teaches a course on licensing intellectual property.
Peter is currently addicted to strong coffee and Chuckles. At home Peter likes reading books and viewing documentaries concerning history of the first half of the 20th century, but often finds himself involved in involuntary home-improvement projects. He is considering starting a museum of old cell phones, pagers and similar devices using his own castoffs as the first installation.
Attorney at Law www.southworthpatent.com
Mr. Southworth is founder of an independent private practice in patent and intellectual property (IP) law established in 2003. He has worked extensively with entrepreneurs and start-up companies developing patent portfolios and counseling them on a broad range of IP and due diligence issues. He has also performed patent and IP legal work for major technology and computer companies, as well as educational institutions. Technical areas include computers, electronic devices, software, networks, wireless communications, and related areas. His legal publications and presentations have covered several topics, such as provisional patent applications and publicizing inventions on web sites. He has had patent and IP experience at several Boston area law firms, including Testa, Hurwitz, and Thibeault.
Prior to obtaining his law degree, he has had extensive work experience in the computer field at Digital Equipment Corporation, Apollo Computer, and Hewlett-Packard. He has published several technical articles and books, including several articles on hypertext linking. Mr. Southworth obtained his J.D. degree from Suffolk University Law School, Magna Cum Laude, and his undergraduate degree from the Massachusetts Institute of Technology. He is a member of a number of legal and technical organizations, including the Boston Patent Law Association, the American IP Law Association, the IP Law section of the ABA, the Massachusetts Bar Association, the MIT Enterprise Forum, the Institute of Electrical and Electronics Engineers (IEEE) and the Massachusetts Technology Leadership Council.
Wolf Greenfield http://www.wolfgreenfield.com/
Marc S. Johannes has over 10 years of experience in all aspects of patent prosecution and client counseling including patent procurement, patent portfolio strategy and development, patent validity and infringement opinions, due diligence, clearance studies and advising clients in both offensive and defensive utilization of their intellectual property.
Marc’s experience spans a variety of technologies such as electrical and optical devices, semiconductor devices, medical imaging and equipment, computer vision and image processing, pattern recognition, speech recognition and speech synthesis, networking, MEMS devices and all aspects of software. Prior to joining the firm, Marc served as a software engineer with Scansoft, Inc. where he was responsible for the design and development of an image acquisition, Image Processing, and Optical Character Recognition application programming interface for document analysis and management applications.
Marc’s graduate research has included projects in the areas of pattern recognition, computer vision and shape modeling, image understanding, and speech recognition systems.
Bill is an attorney and senior executive with 25+ years of experience building value by commercializing information and technology. Value is created through a unique application of legal and business management experience with a focus on the management of all elements of the product, sales, and contract life cycles as the core of the enterprise. This approach is applied externally to transactions with customers, vendors, and third party business development relations and internally to facilitate deal making. Subsequently a "benefit of the bargain" analysis can be validated against the real world marketplace and value driven to the bottom line and increased shareholder value are the results.
Bill received his undergraduate degree in English Literature and Creative Writing from Boston University, a J.D. from Suffolk University Law School, and a L.L.M. degree in Taxation from Boston University Law School, Graduate Tax Program. He is also a Boston Entrepreneurs' Network board member.
5:15 PM Pre-meeting Self-pay Dinner Bertucci's Restaurant 475 Winter St., (exit 27B off Route 128), Waltham, MA ("pay-as-you-go")
7:00 - 10:00PM Meeting Presentation Note: Meeting at the Foley Hoag Emerging Enterprise Center, 1000 Winter Street, Suite 4000 (north entrance), Waltham, MA Directions to the EEC at Foley Hoag