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Courses:
Ethics In Tax Practice
| Foreclosure in Oregon & Washington AND Ethics In Tax Practice |
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| Morning - Foreclosure in Oregon & Washington | |||||
| Afternoon - Ethics In Tax Practice | |||||
| Date: | 06/25/09 | 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. | ||||
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 »
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.
Level: Review
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).
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,
Foreclosure in Oregon & Washington.
$115.00 for the afternoon session,
Ethics In Tax Practice.
*** 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.
