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Pacific Tax Institute 2023

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(Check-In 7:30am PST)

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Lynnwood Convention Center

3711 196th St SW
Lynnwood, WA 98036

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16.0 Credits

Member Price $549.00

Non-Member Price $649.00

Overview

Prepare to advise your clients through the next round of tax returns! At the Pacific Tax Institute, the most anticipated CPE event of the year for experienced tax practitioners, you'll get up to date with federal tax developments and start preparing for the coming tax season.

Join leading tax experts, such as Sam Donaldson, John Colvin, and Ed Zollars, as they reveal essential details about:

  • The latest federal tax regulations and developments affecting your clients' returns
  • The Corporate Transparency Act and BOI reporting requirements (which go into effect in January)
  • Trends in IRS tax audits
  • Developments related to the new Washington Capital Gains Tax
  • Recent updates affecting partnerships and S corps, and much more

Don’t miss this comprehensive opportunity to learn how to minimize your clients' tax liabilities, while you forge new connections with seasoned and budding tax professionals! Register today!

Pacific Tax Institute Conference Graphic

Highlights

  • Federal Tax Update
  • Partnerships and S corporations
  • The latest developments in Mergers and Acquisitions
  • The impact of tax technology on the tax landscape

Prerequisites

None.

Designed For

This advanced tax program is for experienced professionals.

Objectives

Opportunity to stay up to date, learn from experts, and network.

Notice

Your conference registration includes free parking (in designated area), meals (breakfasts and luncheons), and a networking reception (with hors d'oeuvres and refreshments) on October 26.

AVAILABLE ROOM BLOCKS:

Courtyard by Marriott Seattle North/Lynnwood Everett
4220 Alderwood Mall Blvd
Lynnwood, WA 98036
425.670.0500
Room Rate: $129 Standard King and Double.
Last Day to Book: September 25, 2023

Hilton Garden Inn, Lynnwood
3801 Alderwood Mall Blvd
Lynnwood, WA 98036
425.320.5905
Room Rate: $119
Last Day to Book: October 11, 2023

Please call the hotel to book your reservation and let them know you are with WSCPA, attending the Washington Society of CPAs Pacific Tax Institute.

Thursday, October 26

General Session

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

General Session

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

General Session

8:00am - 9:15am PDT IRS Tax Audit Trends

John Colvin, Colvin & Hallett PS

John Colvin

John draws from his almost three decades of practice and experience in tax law to develop legal theories and strategies in defense of his clients. John keeps a close eye on developments in the tax law, which enables him to provide his clients an unparalleled awareness of current developments and their implications.

John is a very active and respected member of the American Bar Association Tax Section, having served as Chair of the Committee covering tax controversy matters, and currently overseeing Tax Section comments on government regulatory efforts in the procedural areas as part of the Committee on Government Submissions. He is often sought out to speak at a national level on various tax law issues, and has been intimately involved in drafting comments to proposed regulations on a variety of topics on behalf of the ABA Tax Section. He also teaches Tax Crimes: Investigations, Prosecutions, and Penalties at the University of Washington School of Law.

John is a wine and food connoisseur and is always on the lookout for Seattle’s next great restaurant. He enjoys swimming and, in addition to tax news, is an avid reader of non-tax materials.

General Session

9:15am - 9:25am PDT Break

General Session

9:25am - 10:40am PDT TBD

General Session

10:40am - 10:50am PDT Break

General Session

10:50am - 11:40am PDT How AI Can Help Accountants Increase Productivity and Grow Revenue

John Hetherington, Integrator and Founder, We Deliver Your Vision

John Hetherington

Having nearly 10 with Deloitte and Ernst & Young as a strategy consultant and 25 years in the technology industry, John brings expertise in delivering large scale, strategic transformation with the nimbleness and speed of an independent specialist.

John leverages insights and cutting edge ideas from peers, thought-leaders and networks dedicated to innovation and growth and translates this into practical, hands-on advice and training using his vast experience working as a high-level consultant and industrial experience working at all organizational levels to deliver results.

John has worked with a wide range of international companies including Deloitte, Ernst & Young, Bank of Scotland, Royal and Sun Alliance (RSA), Suncor Energy, Cenovus Energy, Talisman Energy, INLIV Health, Enbridge Pipelines.

Clients working with John appreciate his no-nonsense British approach to simplifying complexity into clear actions that drive meaningful outcomes.

John is based in Calgary, Canada but regularly travels to the UK and around the world to meet his clients needs

AI is everywhere. According to a recent Accenture survey, 63% of organizations are now prioritizing AI over all other digital technologies. Whether you’re a small practice or a large corporation, you don’t want to be left behind. You need to understand how AI will disrupt our industry and how you need to take advantage of AI. In this session you will learn about AI solutions for accounting, how to leverage AI to increase productivity, and why you need an AI strategy for your business.

General Session

11:40am - 12:30pm PDT Lunch Break

General Session

12:30pm - 1:20pm PDT Cross Borders: An International Perspective

Lydia Ahn, VSH CPA

Lydia Ahn

LYDIA AHN, CPA Partner at VSH CPAs

After graduating from Western Washington University in 2005, Lydia joined a certified public accounting firm in Bellevue, WA focusing on tax preparation for high net worth individuals and their privately held businesses. Lydia then joined VSH CPAs where she helped lead the international tax department and was promoted to a partner position. After working over ten years with certified public accounting firms, specializing in tax and consulting, Lydia founded n Tax & Business Advisors, PLLC in 2015. In 2021, she is back at VSH CPAs in her role as Partner. Her areas of specialty include partnerships, real estate, professional services, cross-border business, foreign asset holdings and taxation of U.S. persons living abroad. Lydia helps businesses manage their world-wide tax liability and explore implications of cross-border investments and operations. Lydia is a regular presenter on cross-border and real estate topics in Washington, British Columbia and Alberta.

General Session

1:20pm - 1:30pm PDT Break

General Session

1:30pm - 2:40pm PDT Washington Capital Gains Tax

Mark Hawkins, Senior Manager, Moss Adams LLP (Consulting Group)

Mark Hawkins

Mark Hawkins is a senior manager in Moss Adams State and Local Tax Practice. He has consulted in state and local tax matters since 2001. Mark provides tax advisory services to clients in a wide array of industries including retailing, manufacturing, automotive, transportation, and financial services. Mark assists clients in analyzing the state tax implications of business reorganizations and other transactions. Mark also assists clients in their state and local tax compliance functions as well as during audits and examinations and represents them in administrative proceedings with state departments of revenue and taxation. Mark holds a BA from the University of Washington and a JD from Ohio State University.

General Session

2:40pm - 2:50pm PDT Break

General Session

2:50pm - 3:40pm PDT R&D Tax Credit

General Session

3:40pm - 3:50pm PDT Break

General Session

3:50pm - 4:40pm PDT Economic Update

General Session

4:40pm - 4:45pm PDT Adjourn

General Session

4:45pm - 6:00pm PDT Networking Reception

Friday, October 27

General Session

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

General Session

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

General Session

8:00am - 9:30am PDT Federal Tax Update

Samuel Donaldson, Professor of Law, Georgia State University College of Law

Samuel Donaldson

Samuel A. Donaldson, J.D., LL.M., is a Professor of Law at Georgia State University in Atlanta. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law. Professor Donaldson earned his J.D. at University of Arizona and LL.M. (Taxation) from the University of Florida. An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal, and other outlets. Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.

General Session

9:30am - 9:45am PDT Break

General Session

9:45am - 10:45am PDT TBD

General Session

10:45am - 10:55am PDT Break

General Session

10:55am - 11:45am PDT TBD

General Session

11:45am - 12:35pm PDT Lunch Break

General Session

12:35pm - 1:35pm PDT Mergers & Acquisitions

General Session

1:35pm - 1:45pm PDT Break

General Session

1:45pm - 3:00pm PDT Corporate Transparancy Act

Edward Zollars, Kaplan Financial Education

Edward Zollars

Ed Zollars, CPA, is a tax partner in the Phoenix CPA firm of Thomas, Zollars, & Lynch, Ltd., having been in practice since 1982 dealing with taxation of individuals and closely held businesses. He also is the principal author of materials on the Current Federal Tax Developments website and provides a weekly audio and video update on federal tax developments online. He presents and authors continuing education courses for Kaplan Financial Education.

General Session

3:00pm - 3:10pm PDT Break

General Session

3:10pm - 4:25pm PDT Stock Redemptions and Protective Refund Claims

Edward Zollars, Kaplan Financial Education

Edward Zollars

Ed Zollars, CPA, is a tax partner in the Phoenix CPA firm of Thomas, Zollars, & Lynch, Ltd., having been in practice since 1982 dealing with taxation of individuals and closely held businesses. He also is the principal author of materials on the Current Federal Tax Developments website and provides a weekly audio and video update on federal tax developments online. He presents and authors continuing education courses for Kaplan Financial Education.

General Session

4:25pm - 4:30pm PDT Adjourn

Leader(s):

Leader Bios

Edward Zollars, Kaplan Financial Education

Ed Zollars, CPA, is a tax partner in the Phoenix CPA firm of Thomas, Zollars, & Lynch, Ltd., having been in practice since 1982 dealing with taxation of individuals and closely held businesses. He also is the principal author of materials on the Current Federal Tax Developments website and provides a weekly audio and video update on federal tax developments online. He presents and authors continuing education courses for Kaplan Financial Education.

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John Colvin, Colvin & Hallett PS

John draws from his almost three decades of practice and experience in tax law to develop legal theories and strategies in defense of his clients. John keeps a close eye on developments in the tax law, which enables him to provide his clients an unparalleled awareness of current developments and their implications.

John is a very active and respected member of the American Bar Association Tax Section, having served as Chair of the Committee covering tax controversy matters, and currently overseeing Tax Section comments on government regulatory efforts in the procedural areas as part of the Committee on Government Submissions. He is often sought out to speak at a national level on various tax law issues, and has been intimately involved in drafting comments to proposed regulations on a variety of topics on behalf of the ABA Tax Section. He also teaches Tax Crimes: Investigations, Prosecutions, and Penalties at the University of Washington School of Law.

John is a wine and food connoisseur and is always on the lookout for Seattle’s next great restaurant. He enjoys swimming and, in addition to tax news, is an avid reader of non-tax materials.

Return to Top

John Hetherington, Integrator and Founder, We Deliver Your Vision

Having nearly 10 with Deloitte and Ernst & Young as a strategy consultant and 25 years in the technology industry, John brings expertise in delivering large scale, strategic transformation with the nimbleness and speed of an independent specialist.

John leverages insights and cutting edge ideas from peers, thought-leaders and networks dedicated to innovation and growth and translates this into practical, hands-on advice and training using his vast experience working as a high-level consultant and industrial experience working at all organizational levels to deliver results.

John has worked with a wide range of international companies including Deloitte, Ernst & Young, Bank of Scotland, Royal and Sun Alliance (RSA), Suncor Energy, Cenovus Energy, Talisman Energy, INLIV Health, Enbridge Pipelines.

Clients working with John appreciate his no-nonsense British approach to simplifying complexity into clear actions that drive meaningful outcomes.

John is based in Calgary, Canada but regularly travels to the UK and around the world to meet his clients needs

Return to Top

Lydia Ahn, VSH CPA

LYDIA AHN, CPA Partner at VSH CPAs

After graduating from Western Washington University in 2005, Lydia joined a certified public accounting firm in Bellevue, WA focusing on tax preparation for high net worth individuals and their privately held businesses. Lydia then joined VSH CPAs where she helped lead the international tax department and was promoted to a partner position. After working over ten years with certified public accounting firms, specializing in tax and consulting, Lydia founded n Tax & Business Advisors, PLLC in 2015. In 2021, she is back at VSH CPAs in her role as Partner. Her areas of specialty include partnerships, real estate, professional services, cross-border business, foreign asset holdings and taxation of U.S. persons living abroad. Lydia helps businesses manage their world-wide tax liability and explore implications of cross-border investments and operations. Lydia is a regular presenter on cross-border and real estate topics in Washington, British Columbia and Alberta.

Return to Top

Mark Hawkins, Senior Manager, Moss Adams LLP (Consulting Group)

Mark Hawkins is a senior manager in Moss Adams State and Local Tax Practice. He has consulted in state and local tax matters since 2001. Mark provides tax advisory services to clients in a wide array of industries including retailing, manufacturing, automotive, transportation, and financial services. Mark assists clients in analyzing the state tax implications of business reorganizations and other transactions. Mark also assists clients in their state and local tax compliance functions as well as during audits and examinations and represents them in administrative proceedings with state departments of revenue and taxation. Mark holds a BA from the University of Washington and a JD from Ohio State University.

Return to Top

Samuel Donaldson, Professor of Law, Georgia State University College of Law

Samuel A. Donaldson, J.D., LL.M., is a Professor of Law at Georgia State University in Atlanta. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law. Professor Donaldson earned his J.D. at University of Arizona and LL.M. (Taxation) from the University of Florida. An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal, and other outlets. Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.

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Non-Member Price $649.00

Member Price $549.00