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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. Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington). * Credit varies by profession. Please see our page on Professional CPE Requirements. ** Take these two courses together and save $55.00: |
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