LEVEL:                                     The course levels are basic and no advance preparation is required.  Classes are a lecture format with time for questions.

                                                                                                             Tax Planning

SPEAKER:                 Randy Churchill, CPA

OBJECTIVE:              To identify and discuss tax strategies and implementation.

SUBJECTS:               Planning ideas: 2008 changes for individuals, pass-through, and corporations Real estate tax planning: use the housing market crisis to your advantage Form of entity: new developments A tax matric approach to tax planning(including the matrix) Practical tips on reducing the tax bill for your clients.

CLASS & FEE:           189.00 includes tuition, materials, luncheon and refreshments.  Registration is 7:30 to 8:00 a.m. with the seminar starting at 8:00 a.m. 8 hours CPE.

                                                                                                                 ETHICS

SPEAKER:                 MaryAnne Atkinson PhD.

OBJECTIVES:            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:           129.00 includes tuition, and  manual Registration is 7:30 and Class starts at 8:00 a.m.

                                                                                                                 FRAUD

SPEAKER:                 MaryAnne 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:           Fraud is 100.00 or take both ethics and fraud for 210.00.  If you take both classes lunch is provided. Seminar starts at 1:00 p.m.

                                                                                             INDIVIDUAL INCOME TAX UPDATE

SPEAKER:                

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

SUBJECTS:               Review 2008 Tax Changes * Review recent court cases and revenue rulings * Review 2008 Federral tax forms *Choice of entity * Preparer penalties * Completed contracts * Alternative minimum tax * Technical corrections * indepentent contractors * Charitable contributions * Family tax planning * Passive Losses

CLASS & FEE:           279.00 includes materials, luncheon and refreshments.  Registration 7:30 and seminar starts at 8:00 a.m.  16 hours of CPE.

                                                                                             ESTATE & GIFT TAXES EXPLAINED

SPEAKER:                 John J. O’Donnell, JD, LLM, CPA

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 * Marital 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 * Rates and Credits

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

                                                                                           S CORP, CORP, LLC, & PTNSHP TAX

SPEAKER:                 John J. O’Donnell, JD, LLM, CPA

OBJECTIVE:              To discuss selected S Corp, Corporate, and partnership tax areas and recent developments in Federal Tax Law.

SUBJECTS:               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 Parnership * making and terminating S Corp election.

CLASS & FEE:           199.00 Includes materials, luncheon and refreshments.  Registratioon 7:30 and seminar starts at 8:00 a.m.  8 Hours of CPE

                                                                                                    COMPILATION & REVIEW

SPEAKER:                 MaryAnne Atkinson PhD.

OBJECTIVE:              To enable the participant to apply the basic principles of SSARS 1 - 26 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:           279.00 Includes tuition, materials, luncheon and refreshments.  Registration is 7:30 to 8:00 a.m. with the seminar starting at 8:00 a.m.  8 hours of CPE

INSTRUCTORS

Randy Churchill, CPA               Senior Manager, Tax  Moss Adams

John J. O'Donnell, JD, LLM, CPA       Partner Ogden, Murphy & Wallace, Instructor at Golden Gate University.

MaryAnne Atkinson, PhD   Assistant Professor of Accounting, Central Washington University.

                                                                                                       LOCATIONS

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

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

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Tacoma: The LaQuinta Inn  is located at 1425 E. 27th, Tacoma, WA.  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

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class=Section3> Washington

                                                                                                                             

    Accounting & Tax

     Seminars  

                                                                                               

830 North Riverside Drive, suite 101

Renton, Washington 98057

Please Register me for the following courses:

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