Presented by Luke Martin, Esq, CAMFT Staff Attorney
3 CE credits
The event will be live streamed and recorded. The recording will be available for viewing for 21 days following the live event.
Have you ever wondered how to start a private practice? Have you ever wondered if you missed something when you started your private practice? The objective of this presentation is to introduce therapists to the basic steps required to plan, start and run a business. Topics such as creating and naming a private practice, how to hire an employee, and an overview of how to lawfully advertise the business will be reviewed in depth.
Participants will learn the basics of how to start and operate a small business; indentify the unique legal requirements for opening a therapeutic practice; define and apply business terminology.
Learning Objectives
At the end of this course, participants will be able to :
- Acquire a knowledge of the three most common forms of business ownership for therapists in California: sole proprietorships, general partnerships, and professional corporations.
- Explain the advantages and disadvantages of sole proprietorships, general partnerships, and professional corporations.
- Summarize how a professional corporation is formed, who owns it, and who is responsible for its operation.
- Discuss the legal requirements involved in hiring staff members for a newly created organization.
- Understand how to store clinical records in the newly formed business in a compliant manner.
About the Presenter
Luke Matthew Martin, Esq., a member of the State Bar of California since 2011, joined CAMFT as a Staff Attorney in 2019. He holds a Master of Business Administration with honors and a Juris Doctorate Degree specializing in Child, Family and Elder Law with honors. Prior to coming to CAMFT, Luke ran a private practice focusing on civil litigation and represented several businesses with annual revenues in the millions. He has been recognized by the State Bar of California with the Wiley E. Manuel Certificate for Pro Bono Legal Services for his legal assistance in helping victims of domestic violence. In addition to his work at CAMFT, Luke is an adjunct professor for several universities lecturing on political science and business law and sits on University of Arizona’s Faculty Senate.
Outline
Organize Yourself
a. Plan Out Your Business
b. Anticipate Start-Up Costs
c. Figure Out Business Structure
d. EIN, NPI, and Business Bank Account
e. Business License Requirements
f. Insurance
g. Intake Forms, Policies, and Procedures
h. Hiring Staff
i. Advertising
j. Record Keeping
Creating a Business Structure
a. Creating a Sole Proprietorship
b. Creating a Partnership
c. Creating a Professional Corporation
Naming a Business Structure
a. Naming a Sole Proprietorship
b. Naming a Partnership
c. Creating a Professional Corporation
Hiring an Employee
a. Employee Handbook
b. State Laws
c. Federal Laws
d. Insurance
Ending an Employment Relationship
a. Appropriate Types of Relationships
b. Legal Considerations in Separation
c. Practical Considerations in Separation
d. Inappropriate Behavior Avoided
e. Clients Need Attention
Record Keeping
a. Basics of Recording
b. Storage Requirement
c. Ownership
This course meets the qualifications for 3 hours of continuing education law and ethics credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences. The Sacramento Valley Chapter of the California Association of Marriage and Family Therapists (SVC-CAMFT), provider #62279, is approved by CAMFT to sponsor continuing education for LMFTs, LCSWs, LPCCs, and LEPs. SVC-CAMFT maintains the responsibility for the program and all its content.
CE credit will be awarded via email after the completion of the course in exchange for a course evaluation. No CE credits will be awarded to persons arriving late or leaving early. Partial CE credit will not be awarded. This program will benefit LMFT, LPCC, LEP and LCSW licensees and pre-licensees.
EVENT POLICY INFORMATION
