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See Also»»
Individual
Courses: OR
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Choice of Entity: Smart Tax Planning &
Tax Planning in an Unstable Real Estate Market
Choice of Entity: Smart Tax Planning Audience: This course should appeal to all professionals including CPAs, CFPs, and 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). 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). * Credit varies by profession. Please see our page on Professional CPE Requirements. ** Take these courses separately: *** 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. |
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