Advising Family Businesses
Date:	05/18/12	Type:	Live	Time:	1:00 - 4:45 p.m.
Credits:	4*	Site:	Port.	Fee:	$120.00**
Location:	Bank of America Financial Center 2nd Floor Classroom 121 S.W. Morrison Portland, OR 97204
Registration:	Registration Form - Seating is limited.
Quick Links to SPRING 2012 Classes HALF-DAY COURSES:    Oregon CPA Ethics    Washington CPA Ethics    Ethics in Tax Practice    Ethics for CPAs in Business & Industry    Professional Conduct and Ethics for Oregon CPAs    Professional Conduct and Ethics for Washngton CPAs    Advising Family Businesses    Tax Planning in an Unstable Real Estate Market ALL DAY COURSES:    Oregon CPA Ethics & Ethics In Tax Practice    Oregon CPA Ethics & Advising Family Businesses    Ethics in Tax Practice & Tax Planning in an Unstable Real Estate Mkt.    Ethics for CPAs in Business & Industry & Oregon CPA Ethics    Washington CPA Ethics & Ethics In Tax Practice REGISTRATION

Audience: This course should appeal to all professionals who work in a family business or have clients who work in or own part of a family business including CPAs, CFPs, attorneys and insurance and financial professionals.

Level: Basic

Description: This course focuses on the business and tax issues unique to family-owned businesses. Although family businesses are generally more profitable than publicly-traded businesses, few family firms last more than two generations. Various internal tensions tend to doom these once successful firms. This course will enable you to become a more effective family business advisor.

Learn About: Why family-owned firms are more successful than their competitors » Why family firms operate differently than other closely-held businesses » How to reliably anticipate common crises and how to defuse them » Common operating problems including compensation planning and planning for divorces » Problems with hiring practices including hiring in-laws and outlaws » Succession planning, including how to develop a formal succession plan » Income tax issues including related party rules » Selling the business to outsiders or other family members » Estate planning for the business owner » Valuation issues » Liquidity planning including post-death elections » and How to spot ethical traps and malpractice areas.

Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Jim is Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax issues, and general business matters, and the co-author of Tax and Financial Planning, For The Closely Held Family Business, published by American Law Institute-American Bar Association. more »

* Credit varies by profession. Please see our page on Professional CPE Requirements.

** Take two courses together and save $55.00.
$175.00 for both the morning and the afternoon session of these courses.
8 hours of cpe credit.
Professional Conduct and Ethics for Oregon CPAs #3 (morning) &
Advising Family Businesses (afternoon).
More information at:
Prof. Conduct and Ethics for Oregon CPAs #3 & Advising Family Businesses.

Registration Policy and Procedure