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New Regulatory Changes in Washington: What Licensing Changes Mean for You, How You Do Business, and the Next Generation of CPAs 

November 05, 2025

On October 17, the Washington State Board of Accountancy (WBOA) adopted additional pathways to CPA licensure. The two new pathways will go into effect November 20 (31 days following the filing of the rule change). Here are resources, including a video, to help you understand the pathways and the impact on licensed CPAs.

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New Pathways to CPA Licensure: Impacts on Mobility for Washington CPAs

November 04, 2025

Washington joins half the states in the nation in adopting new pathways to CPA licensure. While this is an exciting time for CPA candidates looking toward joining the profession, it introduces a potential challenge for existing licensees.

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Washington State Estate Tax Update: Small Exclusions Require Creative Solutions

November 03, 2025

Major changes to Washington state's estate tax, effective July 1, 2025, are set to reshape estate planning strategies for residents and nonresidents alike. Under the new legislation, the estate tax exclusion increases from $2.193 million to $3 million, providing some relief to moderate estates. However, this is counterbalanced by a significant rise in the top estate tax rate from 20% to 35%, cementing Washington’s position as the state with the highest estate tax rate in the nation. These updates make proactive estate planning not just advisable, but essential.

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The Cyber Saga Continues...Protect Your Firm from First-Party and Third-Party Cyber Exposures

October 30, 2025

In today’s digital landscape, it is no surprise that there appears to be a new cybersecurity story in the news every week, from attacks on major infrastructure to small companies being held for ransom.

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A Sure Way to Up Your Leadership Prowess

October 28, 2025

Leadership isn't always a straightforward path, but if you want to supercharge your leadership skills—whether you are leading a team now or preparing to—read on for some key insights.

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Historic Tax Increases and Their Impact on CPAs: Where are we now?

October 28, 2025

The 2025 Washington State legislative session ended with the largest combination of tax increases in the state’s history. Various changes will affect nearly every industry in Washington as well as CPAs, their clients and firms.

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Washington's new CPA licensing rules could go live next month (CFO Dive)

October 24, 2025

The Evergreen State joins at least 22 others that have put new rules in place allowing CPA candidates to become licensed without a fifth year of post-secondary education.

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Post-Tax Season Tips for Managing Risk

October 23, 2025

With more than 60% of CAMICO’s claims originating from tax-related matters, addressing and managing the risk stress points associated with problematic tax clients can significantly improve a firm’s risk profile.

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Alternative Pathways to CPA Licensure Adopted in Washington

October 17, 2025

On October 17, the Washington State Board of Accountancy (WBOA) adopted additional pathways to CPA licensure. After a year of change nationally for the profession, the WBOA has opened two new pathways to CPA licensure. The pathways will go into effect 31 days following the filing of the rule change, which is expected by the end of October.

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IRS updates government shutdown plan

October 09, 2025

The IRS has updated its contingency plan which outlines how it will function in the event of a government shutdown.

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Making the Most of Medicare Open Enrollment

October 08, 2025

When your clients turn 65, Medicare will become a critical part of their health care planning. But enrollment is only the first step. This post provides practical insights and ready-to-share tips you can use to guide clients through their choices, helping them make confident, well-informed decisions.

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Make This Academic Year Your Most Productive Yet

October 01, 2025

Are you accomplishing tasks at the level your busy schedule demands? When was the last time you examined your productivity methods to determine if they’re really working for you? Perhaps there is a new method you can incorporate to up your game.

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DOR Announces Updates to Washington State's Voluntary Disclosure Program

September 23, 2025

The DOR is announcing recent changes to the Voluntary Disclosure Program, effective Sept. 1, 2025, including a revised lookback period, expanded eligibility criteria, and more.

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IRS to phase out paper tax refund checks starting with individual taxpayers

September 23, 2025

The Internal Revenue Service, working with the U.S. Department of the Treasury, announced that paper tax refund checks for individual taxpayers will be phased out beginning on Sept. 30, 2025, as required by Executive Order 14247, to the extent permitted by law. This marks the first step of the broader transition to electronic payments.

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DOR Issues First Round of Guidance for Sales Tax Changes Effective October 1

September 15, 2025

On September 12, 2025, the Washington State Department of Revenue (DOR) issued much anticipated interim guidance on sales tax changes that will go into effect on October 1, 2025.

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Sales Tax on Live Presentations FAQ

September 05, 2025

In Washington state, live presentations will become subject to sales tax starting October 1, 2025. You're likely wondering how this will affect CPE. This FAQ addresses the guidance that's been released so far.

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Coffee & Conversations: Brew Up Some Connections This Summer

August 18, 2025

Our Coffee & Conversations Summer Series kicked off last month and it was a huge success! Coffee & Conversation Leaders and CPAs Leslie Sesser and David Togami provided insights into the accounting profession and answered questions from students and CPA Candidates.

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Volatility in the Market

August 08, 2025

You must evaluate whether a bond or CD ladder and the securities held within it are consistent with your investment objectives, risk tolerance and financial circumstances. Including callable bonds may increase the interest rate risk of a bond ladder. Bonds may be called prior to maturity, which could result in lower yields with new investments.

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Washington and Florida CPA Societies Back CPA QualityPro: New Platform Launches to Tackle Emerging CPA Licensure Challenges

July 28, 2025

In response to sweeping changes in CPA licensure requirements set to take effect across many states starting Jan. 1, 2026, CPA QualityPro, a groundbreaking compliance platform for accounting firms, officially launched today, with strategic backing from the Florida Institute of CPAs and the Washington Society of CPAs.

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Important Notice: Re-scheduled Class Dates for Member Exclusive CPE Bundle

July 23, 2025

Rescheduled class dates and more information about this change inside.

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