Advising Family Businesses
Date:	11/04/08	Type:	Live	Time:	8:15 - 12:00 p.m.
Credits:	4*	Site:	Vanc.	Fee:	$115.00**
Location:	Marshall House 1301 Officers' Row Vancouver, WA 98661
Registration:	Registration Form - Seating is limited.
Quick Links to Fall Classes Oregon CPA Ethics Washington CPA Ethics Accounting & Auditing Update Advising Family Businesses Advising Family Businesses AND Independent Contractors Choice of Entity: Smart Tax Planning Community Property Creative Tax Planning for Real Estate Choice of Entity AND Tax Planning in Unstable Real Estate Mkt. Divorce in Oregon & Washington Divorce Taxation for CPAs, CFPs, and Family Law Attorneys Divorce in Oregon & Washington AND Divorce Taxation Employment Law: Positive Practices for Business Relationships Employment Law AND Washington CPA Ethics Independent Contractors: Tax and Business Planning Internal Controls in a Risky Environment Sustainability: Practical Methods for CPAs Tax Planning in an Unstable Real Estate Market Washington CPA Ethics AND Sustainability Washington Community Property: The CPA's Guide Washington Community Property: Estate Planning WA Community Property: CPA's Guide AND Estate Planning 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:
Advising Family Businesses (morning) &
Independent Contractors: Tax and Business Planning (afternoon).
$175.00 for both the morning and the afternoon session. 8 hours of cpe credit.
More information at:
Advising Family Businesses & Independent Contractors: Tax and Business Planning.

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