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Advising Family Businesses
Professional Conduct and Ethics for Washington CPAs &
Advising Family BusinessesMorning - Professional Conduct and Ethics for Washington CPAs Afternoon - Advising Family Businesses Credits: Live. $175.00** Date: #1 10/23/12 Vanc. 8:15 - 4:45 p.m. Location: Marshall House
1301 Officers' Row
Vancouver, WA 98661
Lunch: 1 hour lunch break.*** Registration: Registration Not Available Yet Professional Conduct and Ethics for Washington CPAs
Audience: This 4 hour live course is approved by the Washington State Board of Accountancy for four hours of professional ethics credit.
Level: Review/Update
Description: Topics include the Public Accountancy Act, Board rules, and prohibited practices. This course is appropriate for CPAs employed in business and industry as well as those engaged in public practice. BrownBagCPE is registered as a sponsor with the Washington State Board of Accountancy to provide CPE Ethics training.
Approved: by the Washington State board of Accountancy as meeting the minimum requirements of WAC 4-25-830 which requires a four-hour course in the subject area of professional ethics with specific application to the practice of public accounting in Washington state.
Advising Family Businesses
Audience: This course should appeal to all professionals who work in a family business or have clients who work in 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. Various 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 hiring in-laws and outlaws » Succession planning, including how to develop a formal succession plan » Income tax 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. Jim has taught classes on accounting ethics in Portland and the Seattle area for many years.more »* Credit varies by profession. Please see our page on Professional CPE Requirements.
** Take these courses separately:
$120.00 for the morning session,
Professional Conduct and Ethics for Oregon CPAs.
$120.00 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.
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