BrownBagCPE.com
   
Home BrownBagCPE menu Oregon CPE BrownBagCPE menu Washington CPE BrownBagCPE menu Courses BrownBagCPE menu Registration BrownBagCPE menu Help/Info


  See Also»»

OR
Washington CPA Ethics &
Washington Community Property: The CPA's Guide
Professional Conduct and Ethics for Washington CPAs &
Washington Community Property: The CPA’s Guide
Date: 10/27/11
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.

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: 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).
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: The CPA’s Guide.

*** 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.