Advising the Start-up Business
Date:	06/05/09	Type:	Live	Time:	8:15 - 12:00 p.m.
Credits:	4*	Site:	Port.	Fee:	$115.00**
Location:	Bank of America Financial Center 121 S.W. Morrison Portland, OR 97204
Registration:	Registration Form - Seating is limited.
Quick Links to Spring 2009 Classes Oregon CPA Ethics Washington CPA Ethics Advising Family Businesses Advising the Start-up Business Advising the Start-up Business AND Advising Family Businesses Advising Family Businesses AND Tax Losses from A to Z Ethics In Tax Practice Ethics In Tax Practice AND Foreclosure in Oregon & Washington Foreclosure in Oregon & Washington Foreclosure in OR & WA AND Ethics In Tax Practice Independent Contractors: Tax and Business Planning Independent Contractors & Oregon CPA Ethics Life Insurance: What CPAs & Attorneys Need to Know Life Insurance AND Tax Losses from A to Z Oregon CPA Ethics AND Independent Contractors Oregon CPA Ethics AND Tax Return Preparer Penalties Professional Conduct and Ethics for CPAs Sustainability: Practical Methods for CPAs Sustainability AND Tax Planning in Unstable Real Estate Mkt. Tax Losses from A to Z Tax Losses from A to Z AND Advising Family Businesses Tax Losses from A to Z AND Life Insurance Tax Planning in an Unstable Real Estate Market Tax Planning in Unstable Real Estate Mkt. AND Sustainability Tax Return Preparer Penalties: The New Rules Tax Return Preparer Penalties AND Oregon CPA Ethics Tax Return Preparer Penalties AND Sustainability Registration

Audience: This course should appeal to all professionals who work with start-up businesses including CPAs, CFPs, attorneys and insurance and financial professionals.

Level: Basic

Description: This course focuses on the business and tax issues unique to start-up businesses. Although many entrepreneurs have the energy, enthusiasm, and experience to succeed, most start-ups fail after a year or two. Professional advisers can improve the odds of survival by ensuring that the new business is properly launched and by helping to anticipate common operating problems. This course will enable you to become a more effective adviser to your start-up clients.

Learn About: The many roles of the start-up business advisor » Common misconceptions of clients » Choice of entity issues » Financing issues » Setting up a bookkeeping and payroll system » Compensation planning and fringe benefits » Hiring employees and independent contractors » Making the most of retirement plans for owners » Income tax issues for start-ups » Anticipating liquidity problems » How to develop a formal business plan » Common operating problems » How to reliably anticipate crises and how to defuse them » and How to spot ethical traps and malpractice areas.

Instructor: Brian C. Setzler, CPA, MBA.
A CPA for almost twenty years, a B.A.in Business Administration (Cum Laude) from Washington State University, and an MBA in Sustainable Business from the Bainbridge Graduate Institute (BGI), the nation's leading business school focusing on sustainable business. An experienced teacher, Brian also works as a teaching assistant at the Bainbridge Graduate Institute.

Brian is the founder of TriLibrium, a triple-bottom line CPA firm that focuses on serving individuals and organizations dedicated to creating a sustainable economy. He also works as a consultant to local, socially responsible, and sustainable business organizations and others that aspire to become greener. 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.
Advising the Start-up Business (morning) &
Advising Family Businesses (afternoon).
More information at:
Advising the Start-up Business & Advising Family Businesses.

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