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Courses:
Advising Family Businesses
| Advising the Start-up Business & Advising Family Businesses |
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| Morning - Advising the Start-up Business | |||||
| Afternoon - Advising Family Businesses | |||||
| Date: | 06/05/09 | Type: |
Live | Time: |
8:15 - 4:45 p.m. |
| Credits: | 8* |
Site: |
Port. | Fee: |
$175.00** |
| Location: | Bank of America Financial Center 121 S.W. Morrison Portland, OR 97204 |
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| Lunch: | 1 hour lunch break.*** | ||||
| Registration: | Registration Form - Seating is limited. | ||||
Advising the Start-up Business
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 »
Audience: This course should appeal to all professionals who work in a family business or have clients who work 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. A number of 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 inlaws and outlaws » Succession planning, including how to develop a formal succession plan » Income tax issues 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 these courses separately:
$115.00 for the morning session,
Advising the Start-up Business.
$115.00 for the afternoon session,
Advising Family Businesses.
*** Lunch is 1 hour. Please bring your own brown bag lunch or eat at one of the many restaurants, cafes, or food carts nearby. Beverages are provided.
