Tax Losses from A to Z    AND Life Insurance: What CPAs & Attorneys Need to Know
Morning - Tax Losses from A to Z
Afternoon - Life Insurance: What CPAs & Attorneys Need to Know
Date:	06/02/09	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

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 »

Life Insurance: What CPAs & Attorneys Need to Know

Audience: Specifically designed for CPAs, attorneys, and other professionals who need to get their insurance knowledge up-to-date.

Level: Basic

Description: During the last decade the insurance industry has developed a bewildering variety of new life insurance products. Every CPA and attorney needs at least a working knowledge of life insurance. This course provides an overview of both basic and more sophisticated life insurance policies to help you evaluate how insurance fits into your clients' financial plans.

Learn About: Basic categories of life insurance. » How variable, universal life, and other types of policies work. » Learn how much coverage is appropriate. » The specific tax and non-tax planning strategies employing life insurance. » Learn about viatical settlements, and other developments. » The importance of beneficiary designations. »Learn about insurance company ratings. » And how to decipher confusing policy illustrations.

Instructor: Mike Radakovich - CLU, ChFC, and CFP^®
Mike is a highly respected professional, independent Financial Planner with many years of experience in the insurance and financial services industry helping business owners and individuals and their families develop well-rounded financial plans. Mike’s financial planning practice is located in Portland Oregon. 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,
Life Insurance: What CPAs & Attorneys Need to Know.

*** 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