Event Registration

Washington’s new retirement savings program will introduce new considerations for employers across the state. This session will provide an overview of how the Washington Saves Program is expected to work, including anticipated program design and implementation. Attendees will learn about employer eligibility, key compliance requirements, and alternative options available to employers. The session will also highlight what to expect as the program continues to develop, including opportunities to stay informed and potentially participate in the program’s pilot phase.

Stay current on the latest federal tax developments affecting individuals, businesses, and tax planning. This session provides a practical analysis of recent legislation, Treasury and IRS guidance, significant court decisions, and other key developments shaping the federal tax landscape. Greg and George will highlight the provisions that matter most to practitioners, discuss planning opportunities and potential pitfalls, and offer practical insights to help you advise clients with confidence.

AI is quickly becoming part of the tax professional’s toolkit, but determining what is useful, safe, and simply hype can be challenging. This session cuts through the buzzwords with a plain-English overview of common AI concepts, including large language models, prompts, tokens, and agents. Attendees will see practical examples of how tools such as Microsoft 365 Copilot can support everyday workflows, including drafting, summarizing, research support, and turning information into usable deliverables. The session will also cover key considerations around licensing, data security, privacy, and selecting AI tools appropriate for sensitive client and firm information.

Washington’s new Millionaires’ Tax represents a significant change to the state’s tax landscape. This session will provide a high-level overview of the new law, including who may be affected, key tax and planning considerations, and what practitioners should be watching as implementation approaches.

Stay current on the latest developments affecting S corporations and partnerships. This session will highlight key updates and evolving reporting requirements for pass-through entities, including changes to tax forms and disclosures, basis considerations, and other areas practitioners should be watching as they prepare for the upcoming filing season.

The accounting profession is navigating significant change, from AI and new technologies to changing ownership models and a growing emphasis on advisory services. As the way you work changes, one of the biggest challenges may be helping people change along with it. In this interactive session, you’ll explore the human side of change: what may be underneath resistance or uncertainty, how to respond effectively, and how you can help people move forward. You’ll leave with practical tools to communicate change, build buy-in, and help people take the next step.

CPAs find themselves in numerous situations where their ethical views are tested. It can be challenging to avoid the slippery slope of rationalization, especially when clients and third parties push the boundaries. This session will review highlights of CPAs’ ethical framework, examine common ethical traps that often entangle CPAs, discuss recent ethics-related inquiries from the CAMICO advice hotlines, and emphasize the importance of complying with standards while doing the right thing.

Stay current on the latest SALT developments impacting businesses and taxpayers. This session will highlight recent legislative, regulatory, and administrative changes, emerging SALT issues, and key considerations tax professionals should be watching as they advise clients and prepare for the upcoming filing season.

Government debt, bond markets, and interest rates continue to shape the economic outlook and influence financial decision-making. This session will examine current economic conditions with a focus on government debt, the bond market, interest rates, and the forces influencing borrowing costs and financial markets. Attendees will gain perspective on what these trends may signal for the economy ahead and consider the potential implications for businesses, investors, and clients as they navigate an evolving economic environment.