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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 ________________________________________________________
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Name First Name
Accounting & Tax ________________________________________________________
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Name
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830 North Riverside Drive, Suite 101 Street
Address
Renton, Washington 98057 ____________________________________________________
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Class:_____________________________________________________________________________________________________________________________________________________________________________________________
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*class may be cancelled if not enough
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