Event Registration

Log-in and Welcome Screen 7:20am to 7:55am PDT

Welcome and Announcements 7:55am to 8:00am PDT

Washington’s Expanded Sales Tax on Services: What You Need to Know 8:00am to 8:50am PDT

Washington is now more than half a year into its expanded sales tax regime, and the impacts are being felt across a wide range of industries. This session examines the services subject to the expansion, reviews current guidance, and addresses the compliance challenges businesses are navigating. Practical approaches to evaluating applicability, strengthening documentation, and managing implementation will be discussed. Key exemptions and deductions that may apply will also be highlighted as organizations work to align processes with the evolving regulatory landscape.

Break 8:50am to 9:05am PDT

Understanding Washington’s "Millionaires" Tax: Policy, Planning, and Practice 9:05am to 10:05am PDT

The Washington “millionaires” income tax presents unique challenges for taxpayers and their advisors. This session will explore the scope of the tax, measurement of income, available deductions or exemptions, and reporting requirements. Speakers will also discuss planning strategies, audit risks, and common pitfalls observed in practice. Designed for CPAs and tax professionals, this session will equip attendees with the insight needed to navigate this evolving state tax.

Break 10:05am to 10:20am PDT

Estate Planning, Trusts, and Domicile: What Washington Practitioners Need to Know 10:20am to 11:10am PDT

Estate planning continues to evolve as tax laws shift and clients increasingly relocate, hold multi-state assets, or reconsider residency status. This session provides a high-level overview of estate planning, trust structures, and domicile considerations most relevant to Washington practitioners. Attendees will gain insight into recent developments, key changes impacting Washington clients, and practical issues to watch when advising on estate, gift, and residency planning. The discussion will focus on timely updates and actionable considerations to help practitioners confidently navigate complex planning scenarios.

Break 11:10am to 11:20am PDT

SALT Considerations in M&A Transactions 11:20am to 12:20pm PDT

State and local tax (SALT) issues can significantly impact the structure, valuation, and post-closing integration of mergers and acquisitions. This session will explore key SALT considerations in both asset and stock transactions, including nexus exposure, sales and use tax liabilities, income and franchise tax implications, and due diligence best practices. Speakers will highlight common pitfalls and planning opportunities to help advisors identify and mitigate state tax risks before and after closing.

Lunch Break 12:20pm to 1:10pm PDT

SALT Legal Updates: What’s New in State Tax Law 1:10pm to 2:10pm PDT

State and local tax law continues to evolve at a rapid pace. This session will provide timely legal updates on key developments across Washington and other jurisdictions, including recent court decisions, legislative changes, and administrative guidance. Speakers will highlight the practical implications of these changes for taxpayers and advisors, offering insight into emerging trends and compliance impacts.

Break 2:10pm to 2:25pm PDT

Break 3:25pm to 3:35pm PDT

Washington Legislative and Tax Update: Key State Developments 3:35pm to 4:35pm PDT

This session will provide a timely update on recent Washington legislative activity impacting state and local taxation. Presenters will highlight significant changes affecting B&O tax, sales and use tax, excise taxes, property tax matters, and related administrative procedures. Attendees will gain practical insight into new laws, regulatory guidance, and compliance considerations shaping Washington’s tax landscape.

Adjourn 4:35pm to 4:40pm PDT