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Pacific Tax Institute 2025 IN PERSON

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Wednesday, October 22, 2025

General Session

General Session

General Session

Washington’s sales tax rules are evolving, with potential impacts for service providers and digital businesses. This session offers a high-level overview of recent and proposed legislation, including SB 5814 and SB 2081, focusing on how changes could affect taxable services and digital products used across state lines.

General Session

General Session

Email remains the lifeblood of every CPA firm but in today’s threat landscape, your inbox is under constant attack. Learn how evolving technology is weaponizing cybercriminal strategies, discover real-world breach stories, and gain actionable insights you can use to protect sensitive client data, preserve firm reputation, and stay ahead of compliance risks. This session equips you with the security essentials and proactive defenses every firm needs to transform the inbox from a vulnerable entry point into a secure foundation for client trust and business resilience.

General Session

Breakout Session

Starting October 1, 2025, Washington will expand its retail sales tax to cover a broader range of Digital Automated Services (DAS) under recent legislation. This high-level session will help CPAs and finance professionals understand the strategic implications of these changes. We’ll cover what the new rules mean for service-based businesses, how key exemptions have shifted, and what professionals should consider when advising clients or planning for compliance. Stay informed on one of the most significant state tax updates affecting digital and professional services.

The new budget bill has significantly reshaped college planning and will require new strategies for parents and grandparents. Student loan and parent loan rules for both undergrad and grad students have changed, 529 Plans have been expanded and financial aid families receive from colleges will be affected. We will explain the myriad changes and what CPAs need to know to navigate the new college planning landscape with their clients.

General Session

General Session

This session will provide a timely overview of recent and impactful court decisions shaping the current tax landscape, along with practical guidance on navigating the evolving Voluntary Disclosure Agreement (VDA) process. With significant changes underway in how VDAs are administered, the discussion will explore strategic opportunities and compliance considerations relevant to CPA tax professionals. Stay informed on key legal developments and learn how to effectively advise clients in a rapidly changing environment.

General Session

General Session

Get the latest on federal tax legislation and what it means for your clients and planning strategies. Greg and George break down complex provisions with clarity and a touch of humor, guiding you through the potential impacts of “The One Big Beautiful Bill” on individuals, businesses, and beyond.

General Session

General Session

Thursday, October 23, 2025

General Session

General Session

General Session

The economic environment continues to evolve, bringing both challenges and opportunities for tax professionals and their clients. In this session, Ryan Herzog provides a high-level overview of current economic conditions, key indicators, and emerging trends—including tariffs and their potential implications. You’ll gain insights into how these developments may impact tax planning, business decision-making, and long-term strategy. This session will help you stay informed and better support clients in navigating the road ahead.

General Session

General Session

This session will provide a high-level overview of key tax considerations when selling a business, including the differences between stock and asset sales, and the potential benefits of Section 1202 Qualified Small Business Stock (QSBS). Attendees will gain insight into structuring strategies and common issues that arise in these transactions.

General Session

General Session

State tax rules are changing faster than ever, and businesses operating across multiple states are feeling the impact. This fast-paced, practical update covers the latest state income tax and sales/use tax developments, including nexus, market-based sourcing, and new enforcement trends. Recent legislation and key cases will be highlighted, along with real-world strategies for identifying risk and improving compliance. Attendees will leave with actionable insights and a clearer understanding of how to stay ahead in today’s multistate tax environment.

General Session

General Session

What are the current liability and ethical challenges facing CPA firms, and how can they be effectively addressed? This session explores key concerns in both tax and audit practices. Learn practical strategies to reduce risk, strengthen compliance, and uphold integrity in a complex regulatory environment.

General Session

Breakout Session

International Update for CPAs providing tax services to multinational entities, as well as U.S. individuals and businesses with cross-border activities.

This session offers a focused overview of Washington’s new estate tax regime including simple to sophisticated estate planning strategies for clients remaining in our state. Learn practical steps to minimize tax exposure and stay current with recent developments affecting approaches to estate planning in the state and the country.

General Session

General Session

Conversations can help us connect, but conversational norms often keep that from happening. Your best intentions are no match for the guarded, scripted, or short responses most people rely on. Creating satisfying conversations, deeper connections and a culture that communicates effectively requires changing the conversations. Veteran sports broadcaster Jen Mueller can help you do just that. She’s spent 25 years in locker rooms connecting with professional athletes. That non-traditional work environment led to revelations about effective communication and connection.

General Session