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Choice of Entity: Smart Tax Planning &
Tax Planning in an Unstable Real Estate Market
Choice of Entity: Smart Tax Planning &
Tax Planning in an Unstable Real Estate Market
Morning - Choice of Entity: Smart Tax Planning
Afternoon - Tax Planning in an Unstable Real Estate Market
Date: 12/11/08
Type: 
Live
Time: 
8:15 - 4:45 p.m.
Credits:
8*
Site: 
Vanc.
Fee: 
$175.00**
Location:

Marshall House

1301 Officers' Row

Vancouver, WA 98661

 
Lunch: 1 hour lunch break.***
Registration:  Registration Form - Seating is limited.

Choice of Entity: Smart Tax Planning

Audience: This course should appeal to all professionals including CPAs, CFPs, and
attorneys, interested in selecting the best legal entity for both start-up companies
and maturing businesses.

Level: Basic

Description: What's the best entity for a startup? What are the relative advantages of LLCs, LLPs, and S Corporations? What are the relative advantages when a business fails or files for bankruptcy? What if tax rates rise next year? This practical tax course will enable you to answer these questions and help your clients make tax-smart choices.

Learn About: How to select a legal entity that fits your client’s needs including » Tax and non-tax issues to consider » Deciding between partnerships, LLCs, LLPs, and S Corps. » Oregon vs. Washington entities » Single-member LLCs » Manager-managed vs. member-managed LLCs » Compensating owners and managers » Limiting the personal liability of owners and managers » and a Creditor’s ability to reach firm assets and owners’ interests. Learn about the best entity for succession planning » The best entity for tax- advantaged estate planning.

Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Jim, is the author or co-author of a number of books including Tax and Financial Planning, For The Closely Held Family Business published by American Law Institute-American Bar Association. more »

Tax Planning in an Unstable Real Estate Market

Audience: This course should appeal to all professionals who have real-estate owning clients including CPAs, CFPs, attorneys and insurance and financial professionals.

Level: Basic

Description: This is a nuts and bolts course that will stress maximizing tax planning.

Learn About: 2008 and 2007 Changes to the Residential Exclusion Rule » 2009 Changes Governing Sales of Vacation Homes » Cancellation of Indebtedness Income Rules (COD) » Mortgage traps » Planning for Residential Foreclosures » Planning for “underwater” commercial properties » Using partnerships and LLCs » Planning with section 1031 including Tenancy in Common (TIC) transactions » Minimizing ordinary income on sale »Estate planning until estate tax repeal » Creditor protection strategies » and Community property issues.

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. Jim is on the Editorial Board of the Warren, Gorham, Lamont journal, Real Estate Taxation, and is a regular contributor to the journal. more »

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

** Take these courses separately:
$115.00 for the morning session,
Choice of Entity: Smart Tax Planning.
$115.00 for the afternoon session,
Tax Planning in an Unstable Real Estate Market.

*** Lunch is 1 hour. Please bring your own brown bag lunch or eat at one of the many restaurants or fast food outlets nearby. Refrigeration is available.
Beverages are provided.