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Courses:
Tax Planning in an Unstable Real Estate Market
| Ethics In Tax Practice & Tax Planning in an Unstable Real Estate Market |
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| Morning - Ethics In Tax Practice | |||||
| Afternoon - Tax Planning in an Unstable Real Estate Market | |||||
| Date: | 05/23/12 | Type: |
Live | Time: |
8:15 - 4:45 p.m. |
| Credits: | 8* |
Site: |
Port. | Fee: |
$175.00** |
| Location: | Bank of America Financial Center 2nd Floor Classroom 121 S.W. Morrison Portland, OR 97204 |
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| Lunch: | 1 hour lunch break.*** | ||||
| Registration: | Registration Form - Seating is limited. | ||||
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 / Update
*CPE Credit:
New Oregon CPE Ethics Rule Changes:
The Oregon Board of Accountancy recently changed its CPE Ethics rules including hours and which courses it will accept for credit.
1. Active licensees in Oregon are now required to report 4 hours of CPE in professional conduct and ethics EVERY RENEWAL PERIOD.
2. Which ethics courses qualify now depends on whether you have been a CPA for a number of years, or whether you are renewing your license for the first time.
Oregon CPAs renewing their licenses for the first time must take an ethics course pre-approved by the Oregon Board of Accountancy. BrownBagCPE’s Professional Conduct and Ethics for Oregon CPAs is a pre-approved course.
All other Oregon CPAs renewing a license may now take any ethics course that meets the Oregon Board of Accountancy requirements for general cpe courses.
Oregon Licensees: Oregon CPAs, other than those renewing for the first time, may claim either 4 hours Ethics credits or 4 hours for General CPE credits for Ethics In Tax Practice. Oregon CPAs renewing for the first time may only claim 4 General CPE credits.
Washington Licensees: Washington CPAs may claim 4 General CPE credits for Ethics In Tax Practice.
Credit also varies by profession. Please see our page on Professional CPE Requirements.
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 »
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:
$120.00 for the morning session,
Ethics In Tax Practice.
$120.00 for the afternoon session,
Tax Planning in an Unstable Real Estate Market.
*** 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.
