Sustainability: Practical Methods for CPAs & Tax Planning in an Unstable Real Estate Market
Morning - Sustainability: Practical Methods for CPAs
Afternoon - Tax Planning in an Unstable Real Estate Market
Date:	06/12/09	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
Lunch:	1 hour lunch break.***
Registration:	Registration Form - Seating is limited.
Quick Links to Spring 2009 Classes Oregon CPA Ethics Washington CPA Ethics Advising Family Businesses Advising the Start-up Business Advising the Start-up Business AND Advising Family Businesses Advising Family Businesses AND Tax Losses from A to Z Ethics In Tax Practice Ethics In Tax Practice AND Foreclosure in Oregon & Washington Foreclosure in Oregon & Washington Foreclosure in OR & WA AND Ethics In Tax Practice Independent Contractors: Tax and Business Planning Independent Contractors & Oregon CPA Ethics Life Insurance: What CPAs & Attorneys Need to Know Life Insurance AND Tax Losses from A to Z Oregon CPA Ethics AND Independent Contractors Oregon CPA Ethics AND Tax Return Preparer Penalties Professional Conduct and Ethics for CPAs Sustainability: Practical Methods for CPAs Sustainability AND Tax Planning in Unstable Real Estate Mkt. Tax Losses from A to Z Tax Losses from A to Z AND Advising Family Businesses Tax Losses from A to Z AND Life Insurance Tax Planning in an Unstable Real Estate Market Tax Planning in Unstable Real Estate Mkt. AND Sustainability Tax Return Preparer Penalties: The New Rules Tax Return Preparer Penalties AND Oregon CPA Ethics Tax Return Preparer Penalties AND Sustainability Registration

Sustainability: Practical Methods for CPAs

Audience: Any CPA, CFP, or other financial professional wanting to increase his or her knowledge of the rapidly expanding field of sustainability accounting. Includes information useable for both you, your organization, and your client’s practices.

Level: Basic

Description: To aid in decision making, today’s investors, shareholders, customers, and knowledgeable companies seek information concerning a company’s entire economic health. Corporate social responsibility now encompasses the reporting of a company’s environmental, social responsibility, and economic performance. Many organizations in the Pacific Northwest now issue public sustainability reports as part of measuring the success of their business. Many smaller organizations are also implementing sustainability practices. Sustainability reports, although common and sometimes mandatory in Europe, comprise a rapidly growing area of accounting for many American companies. Find out about sustainability reporting now before your clients ask you about it.

Learn About: Incorporating sustainability principles into your CPA practice and your clients' businesses » Benefits and drawbacks of corporate reporting of environmental, social responsibility, and economic performance » Employing triple-bottom line accounting and Non-financial measures » Using metrics to measure sustainability progress » CPA reporting requirements, obligations, and initiatives » Resources available to help your clients implement sustainable practices » and Finding solutions to sustainability problems.

Instructor: Brian C. Setzler, CPA, MBA.
A CPA for almost twenty years, a B.A.in Business Administration (Cum Laude) from Washington State University, and an MBA in Sustainable Business from the Bainbridge Graduate Institute (BGI), the nation's leading business school focusing on sustainable business. An experienced teacher, Brian also works as a teaching assistant at the Bainbridge Graduate Institute.

Brian is the founder of TriLibrium, a triple-bottom line CPA firm that focuses on serving individuals and organizations dedicated to creating a sustainable economy. He also works as a consultant to local, socially responsible, and sustainable business organizations and others that aspire to become greener. 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,
Sustainability: Practical Methods for CPAs.
$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, cafes, or food carts nearby. Beverages are provided.

Registration Policy and Procedure