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All Day Course
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Advising Family Businesses - Inside Tips and Techniques
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). * Credit varies by profession. Please see our page on Professional CPE Requirements. ** Take two courses together and save $55.00: |
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