WASHINGTON ACCOUNTING & TAX SEMINARS
                     2011 CPE SCHEDULE
DATE         CLASS TITLE                                   HOURS    LOCATION                                                 FEE     INST
10/28/11     Ethics                                                     4            Riverside Residences-am                           $139    Atkinson
10/28/11     Fraud Anticipation & Detection               4AA      Riverside Residences-pm                             $120    Atkinson
 
11/18/11      *Tax Planning                                         8            Riverside Residences                               $199    Churchill
 
11/29/11      Ethics                                                     4            Best Western Alderwood-am                   $139    Atkinson
11/29/11      Fraud Anticipation & Detection               4AA        Best Western Alderwood-pm                   $120    Atkinson
12/01-02/11 Individual Income Tax                            16           Best Western Alderwood                        $289    Fisher
 
12/05/11       *Estate & Gift Taxes Explained               8            Riverside Residences                              $209    Martin
12/06/11       *Compilation & Review                          8            Riverside Residences                               $209    Atkinson
 
12/08/11        Ethics                                                     4            LaQuinta Inn-Tacoma-am                        $139    Atkinson
12/08/11        Fraud Anticipation & Detection               4            LaQuinta Inn-Tacoma-pm                        $120    Atkinson
12/08-09        Individual Income Tax                            16           LaQuinta Inn-Tacoma                              $289    Fisher
12/09/11        S Corp, Corp, LLC & Ptnshp Tax            8             LaQuinta Inn-Tacoma                               $209  Pesterfield
 
12/12-13       *Financial Statement Disclosure               16AA      Riverside Residences                              $289  Atkinson
 
12/15-16        Individual Income Tax                             16          Riverside Residences                                $289   Fisher
 
12/19/11        Ethics                                                        4         Riverside Residences                                $139  Atkinson
12/19/11        Fraud Anticipation & Detection                 4AA     Riverside Residences                                 $120  Atkinson
12/20-21        *FASB Codification                                16          Riverside Residences                                  $399  Atkinson
 
01/12-13/12   Individual Income Tax                              16         Riverside Residences                                  $289   Fisher
 
                        * must get 15 attendees 30 days before class or class will be cancelled
REGISTRATION: PLEASE SEE FORM OR CALL (425) 271-5484 OR 1 (800) 707-2460 FAX (425) 271-5517
 
                      If you take Ethics and Fraud together you will be charged $240.00
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                                                                                                             *Tax Planning

SPEAKER:                 Randy Churchill, CPA

OBJECTIVE:              To identify and discuss tax strategies and implementation

SUBJECTS:               Planning ideas; 2011 changes for individuals, pass-through, corporations, Real estate tax planning; use the housing market crisis to your advantage, Form of entity; new developments, A tax matrix approach to tax planning

CLASS & FEE:           $199.00 includes materials, luncheon and refreshments.  Registration at 7:30 and seminar starts at 8:00 a.m. 8 hours CPE

                                                                                                                  ETHICS

SPEAKER:                 MaryAnn Atkinson PhD

OBJECTIVE:              To review the ethical framework required in public accounting

SUBJECTS:               Professional Standards * Public Accountancy Act * The Board of Accountancy Rules * AICPA Code of Professional Conduct * Interpretations and Applications.

CLASS & FEE:           $139.00 or take both ethics and fraud for $240.00 includes manual.  Registration at 7:30 Seminar starts at 8:00 a.m. 4 hours CPE

                                                                                                                   FRAUD

SPEAKER:                 MaryAnn Atkinson PhD

OBJECTIVES:            Review fraud awareness, prevention and detection

SUBJECTS:               Internal Control * Requirements under SAS 99 * Liability Considerations * Special problems for small business and non-profits

CLASS & FEE:           $120.00 or take both ethics and fraud for $240.00.  If you take both classes lunch is provided.  Seminar starts at 1:00 p.m. 4 hours CPE

                                                                                              INDIVIDUAL INCOME TAX UPDATE

SPEAKER:                 Nicholas D. Fisher LLM, JD

OBJECTIVES:            To discuss selected individual income tax areas and recent developments and changes in the Federal Income Tax Law

SUBJECTS:               Review 2011 Tax Changes * Review recent court cases and revenue rulings * Review 2011 Federal tax forms * Choice of entity * Preparer penalties * Completed Contracts * Alternative minimum tax * Independent contractors * Charitable contributions * Family tax planning * Passive Losses

CLASS & FEE:           $289.00 includes materials, luncheon and refreshments.  Registration at 7:30 seminar starts at 8:00 a.m. 16 hours CPE

                                                                                             *ESTATE & GIFT TAXES EXPLAINED

SPEAKER:                 Judd Marten LLM, JD

OBJECTIVE:              To discuss Federal Estate and Gift taxes, to identify what is included in the Estate and Deductions that are available.  How the tax is determined and options on how to pay the tax.

SUBJECTS:               Nature of the tax * Gross Estate * Transfers during lifetime * Excess Retirement Accumulations * Martial Deduction * Charitable Transfers * Credit for State Death taxes * Jointly Owned Property * Closely Held Business * Gift splitting * Generation-Skipping Transfer Tax * Special Valuation Rules * Estate Freezes * Rate and Credits

CLASS & FEE:           $209.00 includes material, luncheon and refreshments.  Registration at 7:30 class starts at 8:00 a.m.  8 hours CPE

                                                                                           *S CORP, CORP, LLC, & PTNSHP TAX

SPEAKER:                 Leslie Pesterfield LLM, JD, CPA

OBJECTIVE:              To compare tax consequences of different entity selections * Estimates and Extensions * Recent court cases * Shareholder and Partner treatment of income * effects of changing from Corp to S Corp or Partnership * making and terminating S Corp election

CLASS & FEE:           $209.00 includes material, luncheon and refreshments.  Registration at 7:30 class starts at 8:00 a.m.  8 hours CPE

                                                                                                     COMPILATION & REVIEW

SPEAKER:                 MaryAnn Atkinson PhD

OBJECTIVE:              To enable the participant to apply the basic principles of SSARS in unaudited engagements for non-public clients

SUBJECTS:               Client evaluation, Compilation and Review checklists * Overall comparison of compilation, review and audit * Services covered and not covered by SSARS * Departures from GAAP * Accountants liability considerations * Quality Review

CLASS & FEE:           $209.00 includes material, luncheon and refreshments.  Registration at 7:30 class starts at 8:00 a.m.  8 hours CPE

                                                                                         *FINANCIAL STATEMENT DISCLOSURES

SPEAKER:                 MaryAnn Atkinson PhD

OBJECTIVE:              An emphasis on Compilation & Review engagements with the intent of enabling the participant to recognize and apply the major disclosures required by the AICPA and the FASB

SUBJECTS:               Disclosure Principles * Departures from GAAP Accounting Changes and Corrections of Errors * Other Comprehensive Basis of Accounting * Going Concern Problems * Contingencies * Lease Disclosures * Special Reports * Expectation Gap Pronouncements * Fraud and Illegal Acts *

CLASS & FEE:           $289.00 includes materials, luncheon and refreshments.  Registration at 7:30 seminar starts at 8:00 a.m. 16 hours CPE

                                                                                                    *FASB/APB CODIFICATION

SPEAKER:                 MaryAnn Atkinson PhD

OBJECTIVE:              Review the FASB Codification

SUBJECTS:               FASB Codification

CLASS & FEE:           $399.00 includes materials, luncheon and refreshments.  Registration at 7:30 seminar starts at 8:00 a.m. 16 hours CPE

                                                                                                             INSTRUCTORS

Randy Churchill, CPA                                  Senior Manager, Tax, Moss Adams

MaryAnn Atkinson, PhD               Assistant Professor of Accounting, Central Washington University

Nicholas D. Fisher LLM, JD         Law offices of Nicholas Fisher

Judd Marten LLM, JD                                  Partner LeSourd & Patten, P.S.

Leslie Pesterfield LLM, JD, CPA   Partner Ogden Murphy Wallace PLLC

                                                                                                               LOCATIONS

Lynnwood:                                 The Best Western is located at 19932 36th Ave W., Lynnwood, WA. 98036 for reservations call 425-775-7600

Seattle:                                     The Riverside Residences is located at 11244 Tukwila International Blvd. Seattle, WA 98168 call 206-762-0300

Tacoma:                                    The LaQuinta Inn is located at 1425 E. 27th, Tacoma, WA 98421 for reservations call 253-383-0146

                                REGISTRATION: Please Mail Form or Fax to 425-271-5517 or call Pam at 425-271-5484 or 800-707-2460

Washington                                                                                                                               ________________________________________________________

                                                                                    Last Name                                                         First Name

    Accounting & Tax                                                                                         ________________________________________________________

                                                                                    Company Name

          Seminars                                                                                                            _________________________________________________________

830 North Riverside Drive, Suite 101                                           Street Address

Renton, Washington 98057                                                                    ____________________________________________________

Please Register me for the following Courses                             City                   State           Zip                    Phone

Class:_____________________________________________________________________________________________________________________________________________________________________________________________

 

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Please charge my Visa/MasterCard No. ______________________________________Exp Date:___________________

                                                *class may be cancelled if not enough attendance