Foreclosure in Oregon & Washington AND
Ethics In Tax Practice
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.
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)
Audience: This course is designed for all professionals who prepare taxes or give tax advice to clients including CPAs, CFPs, enrolled agents, licensed tax practitioners, and attorneys.
Description: This course explores common ethics issues arising in tax practice. Emphasis on practical issues rather than theory.
Learn About: Tax Return Positions » When Disclosure on Form 8275-R is Required » Aggressive Tax Planning » Conflicts of Interest » Unauthorized Practice of Law » Revised Treasury Circular 230 » AICPA Ethical Rules changes » and How to spot potential problem clients. .
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.