Montgomery & Hansen

Client Alerts & Events

December 7, 2011, Oakland
The Green Chamber of Commerce will host How to Become a Benefit Corporation.
Details and Registration
November, 2011
The Need and Rationale for the Benefit Corporation.
Download PDF
November, 2011
California Assembly Bill 361 creates the Benefit Corporation.
Download PDF
September 21, 2011
Daniel Appelman presented at Law Seminar International's seminar on Intellectual Property and Privacy in the Workplace, in Brisbane, California.
Click here to view his PowerPoint presentation
Click here to read his paper
June 2011
New Privacy Rules for Technology Companies Doing Business with Health Care Providers
Click here to read
October 2010
New 100% Qualified Small Business Stock Exclusion
Click here to read

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October 19, 2010
Planning Ahead for Liquidity, Kurt Maier, Alpa D. Panchal, and Mark G. Peterson, Credit Suisse Wealth Planning Group
As private companies raise capital and grow, the valuations of these businesses generally rise in step. The wealth created by the sale of a business or an inital public offering poses unique and challenging issues for significant equity holders. Long before a company is preparing for a liquidity event, it is beneficial for company executives to evaluate strategies to minimize estate and income tax consequences to the extent possible. Click here for more information

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John Montgomery teaches two courses available at the Cognistar online education site.
Introduction to Venture Capital Financing Agreements
Understanding the Venture Capital Term Sheet Process Click here for more information