Event Registration

Registration, Sign-in, and Breakfast 7:30am to 7:50am PDT

Welcome and Announcements 7:50am to 8:00am PDT

Understanding the Working Families Tax Credit and Unclaimed Property: A Guide from the Washington State Dept. of Revenue 8:00am to 9:00am PDT

Join the Washington State Department of Revenue for a comprehensive session on the Working Families Tax Credit (WFTC) and Unclaimed Property. You won't want to miss an overview of the WFTC, including eligibility and the application process. Additionally, learn about Washington’s Unclaimed Property regulations, gaining insights into the five-step claims process, with a special emphasis on business claims and using mobile devices.

Break 9:00am to 9:10am PDT

Navigating Oregon Taxes: What Washington CPAs Need to Know 9:10am to 10:00am PDT

Hear a comprehensive overview of key Oregon tax updates relevant to Washington-based CPAs with a focus on both personal and business taxes. Plus, dive into the Oregon Pass-Through Elective Credit (PTE-E) updates and the implications for business owners, as well as the Oregon Commercial Activities Tax (CAT). Finally, learn about other significant state tax updates that impact businesses operating in Oregon.

Break 10:00am to 10:10am PDT

New Taxes and Policy Changes in Washington State 10:10am to 11:25am PDT

Unpack the latest tax developments from the Washington state legislature and the Department of Revenue. Gain a comprehensive understanding of the taxes imposed (and those avoided) in the recent legislative session, while exploring the evolving policy positions shaping the state’s tax landscape. Take an in-depth look at the newly introduced Seattle Social Housing payroll tax and look critically at its implications. Stay informed and ahead of the curve on tax changes and policy trends impacting businesses and individuals in Washington.

Break 11:25am to 11:35am PDT

Washington and Multistate Tax Audits Panel 11:35am to 12:25pm PDT

Make sure you’re up to date with the significant trends in Washington State excise tax audits, specifically B&O and sales/use taxes. Learn about common audit triggers, effective pre-audit preparation, and recent changes in tax audit processes. Explore the audit process, potential penalties, nexus issues, voluntary disclosures, refunds, and the appeals process. Additionally, the panel will address audits conducted by Washington cities and multistate audits related to sales/use and income/franchise taxes, providing practical strategies for managing the complexities of tax audits across multiple jurisdictions.

Lunch Break 12:25pm to 1:20pm PDT

Legal Updates for Washington State: Highlights, Challenges, and What’s on the Horizon 1:20pm to 2:35pm PDT

Stay informed about the latest legal developments in Washington State, including key updates from the Washington State courts and critical discussions surrounding the Antio decision. Delve into important legislative changes, emerging legal trends, and the challenges businesses and individuals may face in light of these developments. Gain insights into the evolving legal landscape, with a focus on how the Antio decision is shaping future legal interpretations and practices in the state.

Break 2:35pm to 2:45pm PDT

Break 3:35pm to 3:45pm PDT

Changes to Licensure and Mobility 3:45pm to 4:35pm PDT

Learn about the upcoming changes to national licensure and mobility and how these developments will affect future Washington licensees. Understand how changes to mobility may affect interstate engagements and discover strategies for avoiding common pitfalls in interstate practice. Hear practical guidance on navigating these changes and ensuring safe and compliant accounting practices.

Adjourn 4:35pm to 4:40pm PDT

Networking Reception 4:40pm to 6:00pm PDT