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IN-HOUSE CPE


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Course Details

Choice of Entity: New Rates, New Rules

Course Details: Open

Date: 11/06/2018

Time: 1:00 PM - 4:45 PM

Location: Multnomah Athletic Club

1849 SW Salmon St.

Portland, OR

Course Type: CPA Technical

Credits: 4.00

Course Level: Basic

Instructor: James J. Jurinski

Audience: This four-hour live course should appeal to all professionals who work with start-up businesses including CPAs, CFPs, attorneys and insurance and financial professionals.This four-hour live course should appeal to all professionals who work with start-up

Price: $125.00

 

Course covers tax and nontax factors in selecting a business entity.

Description: The 2017 Tax Act includes both corporate rate cuts and sec. 199A's new 20% flow-through deduction. Clients need help in reevaluating their choice of entity. This course surveys the tax and nontax factors in the initial selection of a business entity. It also considers entity choices when clients experience business or family changes. Choice of entity also impacts compensation policy, qualified plans, SE and the 3.8% tax, and appreciated assets. Entity choice will also impact the sale of a business. The course will also consider Estate Planning for Oregon & Washington entities.

 

Instructor:  Jim Jurinski Attorney/CPA (Oregon and Washington). Jim is the co-author of Tax and Financial Planning, For The Closely Held Family Business, published by American Law Institute-American Bar Association.  moreยป

*Credit varies by profession. Please see our page on Professional CPE Requirements.

Approval: