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Washington Community Property: The CPA's Guide
Washington Community Property: The CPA's Guide
Date: 12/04/08
Type: 
Live
Time: 
8:15 - 12:00 p.m.
Credits:
4*
Site: 
Vanc.
Fee: 
$115.00**
Location:

Marshall House

1301 Officers' Row

Vancouver, WA 98661

 
Registration:  Registration Form - Seating is limited.

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).
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 two courses together and save $55.00:
Washington Community Property: The CPA's Guide (morning) &
Washington Community Property: Estate Planning (afternoon).
$175.00 for both the morning and the afternoon session. 8 hours of cpe credit.
More information at:
Washington Community Property: The CPA's Guide & Estate Planning.