Washington Community Property: The CPA's Guide & Estate Planning
Morning - The CPA's Guide
Afternoon - Estate Planning
Date:	12/04/08	Type:	Live	Time:	8:15 - 4:45 p.m.
Credits:	8*	Site:	Vanc.	Fee:	$175.00**
Location:	Marshall House 1301 Officers' Row Vancouver, WA 98661
Lunch:	1 hour lunch break.***
Registration:	Registration Form - Seating is limited.
Quick Links to Fall Classes Oregon CPA Ethics Washington CPA Ethics Accounting & Auditing Update Advising Family Businesses Advising Family Businesses AND Independent Contractors Choice of Entity: Smart Tax Planning Community Property Creative Tax Planning for Real Estate Choice of Entity AND Tax Planning in Unstable Real Estate Mkt. Divorce in Oregon & Washington Divorce Taxation for CPAs, CFPs, and Family Law Attorneys Divorce in Oregon & Washington AND Divorce Taxation Employment Law: Positive Practices for Business Relationships Employment Law AND Washington CPA Ethics Independent Contractors: Tax and Business Planning Internal Controls in a Risky Environment Sustainability: Practical Methods for CPAs Tax Planning in an Unstable Real Estate Market Washington CPA Ethics AND Sustainability Washington Community Property: The CPA's Guide Washington Community Property: Estate Planning WA Community Property: CPA's Guide AND Estate Planning Registration

Washington Community Property: The CPA's Guide

Audience: CPAs, CFPs and other financial professionals who need to know more about community property to adequately advise clients with business, financial and estate planning.

Level: Basic

Description: Every local CPA, CFP, or financial advisor needs a good grounding in the Washington community property rules. Washington’s community property rules not only have an impact at divorce, but may potentially apply in every transaction a spouse makes. The community property rules can have a major impact on both business and personal assets and play a big role in federal income, gift and estate taxation. Categorization of property and debts can be complex as clients often move between, and in and out of community property states.

Learn About: Distinguishing community and separate property » Commingling rules » Treatment of unmarried couples » Bringing non-community property into Washington » Community property agreements » Ante nuptial agreements » Spousal gifts » Joint tenancies » Retirement benefits and ERISA » Insurance and real estate rules » Business and investment profits » Divorce rules » and an Overview of federal tax rules.

Washington Community Property: Estate Planning

Audience: Designed for CPAs, CFPs and other financial professionals who provide estate planning counseling.

Level: Basic

Description: Washington’s community property rules play a big role in both the distribution and the taxation of estates. CPAs, CFPs, and other professionals involved in estate planning need to understand these rules before advising estate planning clients. A continuation of Washington Community Property: The CPA’s Guide, this course covers the basics of community property rules as they relate to estate planning and examines how these rules impact a number of tax and non-tax post-death issues.

Learn About: Coordinating financial planning and estate planning » The CPA’s role in estate planning » Overview of Washington community property rules » Devising estate plans for complex families » Will substitutes » Living Trusts » Common will provisions » Community property income tax rules » Understanding basis » Estate and Gift Tax rules » Planning for life insurance » Marital deduction planning » Planning to utilize the unified credit » Intestacy » and the Widow’s election.

Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax, and general business matters, Jim also is the author or co-author of a number of books and articles on estate planning and taxes, including Tax and Financial Planning, For The Closely Held Family Business published by American Law Institute-American Bar Association. more »

* Credit varies by profession. Please see our page on Professional CPE Requirements.

** Take these courses separately:
$115.00 for the morning session,
Washington Community Property: The CPA's Guide.
$115.00 for the afternoon session,
Washington Community Property: Estate Planning.

*** Lunch is 1 hour. Please bring your own brown bag lunch or eat at one of the many restaurants or fast food outlets nearby. Refrigeration is available.
Beverages are provided.

Registration Policy and Procedure