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Courses:
Advising Family Businesses
| Tax Losses from A to Z AND Advising Family Businesses |
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| 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 |
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| Lunch: | 1 hour lunch break.*** | ||||
| Registration: | Registration Form - Seating is limited. | ||||
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 »
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.
