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Courses:
Tax Planning in an Unstable Real Estate Market
| Foreclosure in Oregon & Washington AND Tax Planning in an Unstable Real Estate Market |
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| Morning - Foreclosure in Oregon & Washington | |||||
| Afternoon - Tax Planning in an Unstable Real Estate Market | |||||
| Date: | 05/12/09 | Type: |
Live | Time: |
8:15 - 4:45 p.m. |
| Credits: | 8* |
Site: |
L.O. | Fee: |
$175.00** |
| Location: | 4004 Kruse Way Place Building 4004 SW Kruse Way Place (above Merrill Lynch) Lake Oswego, OR 97035 |
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| Lunch: | 1 hour lunch break.*** | ||||
| Registration: | Registration Form - Seating is limited. | ||||
Foreclosure in Oregon & Washington
Audience: This course should appeal to all professionals who will be advising individuals or business clients in financial distress, including CPAs, CFPs, enrolled agents, and attorneys.
Level: Basic
Description: Because of the current recession one in nine home mortgages is either in foreclosure or behind in payments. Foreclosures of business properties are also at an all-time high. Advisers need a solid understanding of basic real estate law and foreclosure procedures. This course explains how real estate is bought and sold, how mortgages and deeds of trust operate, and how foreclosure procedures are carried out. Attendees will come away with a solid understanding of what clients will face during and after a foreclosure.
Learn About: The local and national real estate market » Local foreclosure trends » Traditional mortgages and notes » Deeds of Trust » Tenancy in Common and Tenancy by the Entireties » Power of Sale clauses » Judicial foreclosure » Non-judicial foreclosure » Forfeitures » Redemptions » Deficiency judgments » Workouts to prevent a foreclosure » Deed Over in lieu of foreclosure » The bankruptcy option » Federal stimulus relief for homeowners » Tax consequences of a foreclosure » Effect on Other Creditors » Effect on Borrower's credit score » and Buying at a foreclosure sale.
Instructor: John Oreskovich, JD (Oregon)
An Oregon attorney, John currently acts as a Public Arbitrator for FINRA (Financial Industry Regulatory Authority) hearing both securities claims and employment claims. An experienced teacher and knowledgeable attorney, John's interests lie in the areas of employment breach of contract, compensation claims, wrongful termination claims, libel and slander, covenants not to compete, racial and gender discrimination, and sexual harassment. 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,
Foreclosure in Oregon & Washington.
$115.00 for the afternoon session,
Tax Planning in an Unstable Real Estate Markets.
*** 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.
