Tax Losses from A to Z    AND Advising Family Businesses
Morning - Tax Losses from A to Z
Afternoon - Advising Family Businesses
Date:	04/30/09	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
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

Tax Losses from A to Z

Audience: This course should appeal to all professionals who do tax planning, prepare taxes or give tax advice to clients including CPAs, CFPs, enrolled agents, licensed tax practitioners, and attorneys.

Level: Basic

Description: The current recession has made tax loss planning essential. This course reviews over a dozen common and not-so-common tax losses. Be ready to help your clients find a silver lining in their losses.

Learn About: Abandonment losses » At-risk rules » Bad debts » Bankruptcy losses » Capital losses » 1244 losses » Casualty and disaster losses » Demolition losses » Farming and ranching losses » Foreclosure losses » Gambling losses » Hobby losses » Installment obligations » Net operating losses » Partnership and S Corp flow throughs » Related party losses » Real estate losses » Section 382 limitations » Theft losses » Vacation home losses » Worthless stock » and Zero value stock losses.

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 »

Advising Family Businesses

Audience: This course should appeal to all professionals who work in a family business or have clients who work or own part of a family business including CPAs, CFPs, attorneys and insurance and financial professionals.

Level: Basic

Description: This course focuses on the business and tax issues unique to family-owned businesses. Although family businesses are generally more profitable than publicly-traded businesses, few family firms last more than two generations. A number of internal tensions tend to doom these once successful firms. This course will enable you to become a more effective family business advisor.

Learn About: Why family-owned firms are more successful than their competitors » Why family firms operate differently than other closely-held businesses » How to reliably anticipate common crises and how to defuse them » Common operating problems including compensation planning and planning for divorces » Problems with hiring practices including in-laws and outlaws » Succession planning, including how to develop a formal succession plan » Income tax issues issues including related party rules » Selling the business to outsiders or other family members » Estate planning for the business owner » Valuation issues » Liquidity planning including post-death elections » and How to spot ethical traps and malpractice areas.

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,
Tax Losses from A to Z.
$115.00 for the afternoon session,
Advising Family Businesses.

*** 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.

Registration Policy and Procedure