Professional Conduct and Ethics for Washington CPAs & Washington Community Property: Estate Planning
Date:	11/15/11	Type:	Live	Time:	8:15 - 4:45 p.m.
Credits:	8*			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 2011 Classes HALF-DAY COURSES:    Oregon CPA Ethics    Washington CPA Ethics    Ethics In Tax Practice    Professional Conduct and Ethics for Oregon CPAs    Professional Conduct and Ethics for Washngton CPAs    Tax Losses from A to Z    Washington Community Property: A CPA's Guide    Washington Community Property: Estate Planning ALL DAY COURSES:    WA CPA Ethics AND Ethics In Tax Practice    WA CPA Ethics AND Tax Losses from A to Z    WA CPA Ethics AND WA Community Property: A CPA's Guide    WA CPA Ethics AND WA Community Property: Estate Planning REGISTRATION

Professional Conduct and Ethics for Washington CPAs

Audience: This 4 hour live course is approved by the Washington State Board of Accountancy for four hours of professional ethics credit.

Level: Update/Review

Description: Topics include the Public Accountancy Act, Board rules, and prohibited practices. This course is appropriate for CPAs employed in business and industry as well as those engaged in public practice. BrownBagCPE is registered as a sponsor with the Washington State Board of Accountancy to provide CPE Ethics training.

Approved: by the Washington State board of Accountancy as meeting the minimum requirements of WAC 4-25-830 which requires a four-hour course in the subject area of professional ethics with specific application to the practice of public accounting in Washington state.

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:
$120.00 for the morning session,
Professional Conduct and Ethics for Washington CPAs.
$120.00 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.

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