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Seminar
09-HC608
WILSONVILLE - Helping Clients Through Troubled Times (CTDG) - Jun 8, 2009
$169.00
Each
This seminar has already been held. Sorry we missed you. Please check other locations for more seminar dates.
Location
Holiday Inn Wilsonville
25425 SW 95th Ave
Wilsonville, OR 97070
503.682.2211 Phone
503.682.5596 Fax
Helping Clients Through Troubled Times (2009 Seminar)
This is a time of economic challenges. Helping Clients through Troubled Times explains how to address these issues along with the related tax aspects, In addition, this course explores opportunities to expand your practice by offering a much needed and appreciated service. The course covers:
- Tax aspects of foreclosures, short sales and debt forgiveness
- Understanding the principals and potential traps of bankruptcy
- Dealing with the IRS
- Evils of debt
- Understanding credit and credit scores
- What you need to know about short sales
- Negotiating loan modifications
- Dealing with creditors
- Financial coaching
- Data gathering and analysis
- Helping clients create a budget and manage their expenses
- How to calculate any financial objective using a calculator or spreadsheet
- Recognizing opportunities – making money in a downturn
- Plus last minute IRS and government program changes
Notice: Manuals distributed and programs sponsored by Gear Up are designed to assist professionals by providing accurate, authoritative and current information in regard to the subject matter covered. However, Gear Up does not have any responsibility if human and/or mechanical error does exist. Accordingly, no assurance is given by Gear Up that such information is comprehensive in its coverage of such subject matter. Information published or sponsored by Gear Up should not be relied upon as a substitute for independent research to original sources of authority. Gear Up, its authors, and instructors do not render legal, accounting, or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought.