2012 Washington State Tax Conference

Featuring Tremaine Smith, Ernst & Young LLP, Rob Rice, Washington State Department of Revenue, Rachel Le Mieux, Ryan, Vikki Smith, Washington State Department of Revenue

Daily Agenda - PST 8:30-8:35am - Welcome 8:35-9:05am - National Sales Tax InitiativesGKent Johnson, Jr., Partner, KPMG LLPWhat would a national sales tax look like? How would it be administered? Explore the options and get your questions answered during this update on the various national sales tax initiatives More

ACPEN Signature Series: 2012 Annual Tax Update

Featuring Linda Bradley McKee, CPA, Ph.D., Roger Lusby, CPA, John M. Bovard, CPA

This ACPEN course will include a panel of national tax practitioners and experts reviewing the latest federal tax acts enacted during 2012, affecting individuals, corporations and other business entitiesThis year’s update promises to be very important because of the impending Federal elections that will certainly juggle the composition of the House and Senate More

ACPEN Signature Series: CPA’s Guide to Tax Planning for Debt Cancellation and Restructuring

Featuring C. Clinton Davis, Jr., CPA, JD, James A. Smith, CPA, Dean Hinderliter, JD, Eric W. Anderson, JD

Description:                                                                                             What happens, for tax purposes, when a loan is restructured? What about on a foreclosure?  Any help for the taxpayer on a mortgage of a principal residence?  Tax rules vary widely depending on the type of entity that is the debtor, the business of the debtor, the property involved, whether the debt is recourse or non-recourse and the terms of the transaction More

ACPEN Signature Series: CPA’s Guide to Tax Planning for Debt Cancellation and Restructuring

Featuring C. Clinton Davis, Jr., CPA, JD, James A. Smith, CPA, Dean Hinderliter, JD, Eric W. Anderson, JD

Description:                                                                                             What happens, for tax purposes, when a loan is restructured? What about on a foreclosure?  Any help for the taxpayer on a mortgage of a principal residence?  Tax rules vary widely depending on the type of entity that is the debtor, the business of the debtor, the property involved, whether the debt is recourse or non-recourse and the terms of the transaction More

ACPEN Signature Series: Estate Planning Tax Forms Workshop

Featuring C. Clinton Davis, Jr., CPA, JD

Tax reporting for estates, gifts and trusts continues to be among the most complex areas of CPA tax practice and among the most lucrativeOur panel will review the latest forms and instructions for IRS Form 706--United States Estate (and Generation-Skipping Transfer) Tax Return; Form 709--United States Gift (and Generation-Skipping Transfer) Tax Return and Form 1041--U.S More

ACPEN Signature Series: Small Business Entity Tax Forms Workshop

Featuring C. Clinton Davis, Jr., CPA, JD

Small business tax reporting is often the bread and butter of the CPA’s tax practiceBut the number of entity types and hybrid forms of entities continues to growJoin our panel of experts to review entity classification elections on IRS Forms 8832 and 2553, the U.S More

ACPEN Signature Series: Small Business Entity Tax Forms Workshop

Featuring C. Clinton Davis, Jr., CPA, JD

Small business tax reporting is often the bread and butter of the CPA’s tax practiceBut the number of entity types and hybrid forms of entities continues to growJoin our panel of experts to review entity classification elections on IRS Forms 8832 and 2553, the U.S More

CPAs – The Most Trusted Financial Advisor, Helping Your Clients Continue Their Recovery

Featuring Marshall D. Gunn, Jr. CPA/PFS, CFP

The “Great Recession” of 2008 caused many clients to take a “deer in headlights” approach to their financial plan As their most trusted financial advisor, CPAs must help our clients refocus and continue their recovery process This presentation is loaded with tips and methods to encourage clients to move forward toward their goals. More

Estate and Gift Taxation: Preparing Forms 706 and 709 – Understanding the Issues

Featuring Art Werner

Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this areaThis course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the decedent’s final federal income tax return, Form 1040.   More

Estate, Financial and Income Tax Planning for the Non-Traditional Client

Featuring Art Werner

Many estate planning course simply deal with the “norms” of estate planning (i.e., the traditional client).  However, many of your clients will be “non-traditional”.  This course will assist the practitioner in charting alternatives and guiding clients through the complex issues of dealing with same-sex couples, couples living together without the benefit of marriage, and single parent clients.    More

Estate, Financial, and Income Tax Planning for the "Non-Traditional" Client

  Course Details: Reality – Not every client fits “The Norm”2010 US Census Results – Over 8,000,000 households consisted of unmarried partners (1 out of every 20 households) State and federal laws include many protections for “traditional clients.” In order for “non-traditional clients” to protect themselves, it is imperative that these individuals take steps to ensure their joint assets and financial security. Learning objectives: To provide the practitioner with an understanding of the special issues that exist when planning with non-traditional clients Prerequisites: None Program level: Basic Designed for: EAs, CPAs, financial planners, attorneys NASBA Field of Study:  Taxes CPE Credit Minutes/Hours:  100/2   More

Introduction - The Complete Guide to the Preparation of Form 1041

Featuring Art Werner

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this areaThis course provides the practitioner with a practical understanding of the issues involved in preparing the U.SIncome Tax Return for Estates and Trusts (Form 1041). More

Post Mortem Estate Planning

Featuring Art Werner

The field of estate planning is increasingly complexFinding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent More

The Complete Guide to the Line by Line Preparation of Form 1041

Featuring Art Werner

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this areaThis course provides the practitioner with a practical understanding of the issues involved in preparing the U.SIncome Tax Return for Estates and Trusts (Form 1041). More

Transfer Pricing: Basic Rules, Structures, and More

Featuring Roy Deaver, Paul Hoberg, Darren Lo

  During this webcast, you will: learn basic transfer pricing rules and principles; get an understanding of the importance of transfer pricing to governments and multinational companies; learn about certain common structures and transaction flows, and how to avoid potential double taxation; and gather insight into the mysteries behind what is involved in a "transfer pricing study".     More