Washington State Tax Conference 2024
8.0 Credits
Member Price $399.00
Non-Member Price $499.00
Overview
Experience the prestige and excellence of the premier tax event of the year where tax professionals from across the state gather to share their expertise, insights, and experiences. Learn from the industry’s top thought leaders and gain a competitive edge in the ever-evolving tax landscape. Enjoy a reflective atmosphere that fosters learning and growth. Enhance your tax knowledge and advance your career with valuable and relevant sessions. Don’t miss this opportunity to network with peers and industry experts. Earn accredited and recognized continuing education credits. Register today for the Washington State Tax Conference 2024 and secure your spot in this exclusive and high-quality event 
Highlights
- Get up to speed on the latest legislative changes affecting tax law and rules in Washington and beyond. Learn how to comply with the new requirements and adapt to the changing environment.
- Hear from experienced tax attorney who will discuss the most important and relevant tax cases of the year, including Landis v. Department of Revenue and Antio v. Department of Revenue. Learn how these cases impact your tax practice and apply the lessons learned to your own situations.
- Explore the complexities and controversies surrounding the new capital gains tax in Washington. Learn how to calculate and report your capital gains, as well as how to avoid or reduce your tax liability. Find out what fixes and clarifications are being proposed or implemented by the legislature and the Department of Revenue.
- Understand the principles and methods of service apportionment in Washington and other states. Learn how to determine the source of your service income and allocate it to the appropriate jurisdictions. Discover the best practices and common pitfalls of service apportionment and how to resolve any issues or disputes.
- Stay on top of the latest developments and trends in multistate income taxation. Learn how to navigate the different rules and regulations of various states and how to manage your multistate tax obligations. Gain insights and tips from multistate tax experts and practitioners.
- Get a comprehensive overview of the current state of Oregon tax law and policy. Learn about the major changes and updates that have occurred or are expected to occur in the near future. Find out how these changes affect your Oregon tax filings and plan accordingly.
- Review the key aspects and requirements of Washington payroll related taxes, such as Labor and Industries (L&I), Employment Security Department (ESD), and Paid Family and Medical Leave (PFML). Learn how avoid penalties and interest by following the best practices and guidelines of payroll tax compliance.
- Learn about the scope and application of Washington sales and use tax on digital goods, digital automated services, and advertising. Find out how to classify and tax these transactions and how to deal with any nexus or sourcing issues. Understand the implications and challenges of the digital economy and how to stay ahead of the curve.
Prerequisites
None.
Designed For
CPAs and tax practitioners practicing in Washington State.
Objectives
Learn from the industry’s top thought leaders and gain a competitive edge in the ever-evolving tax landscape. Enhance your tax knowledge and advance your career with valuable and relevant sessions.
Preparation
None.
Leader(s):
Leader Bios
Kimberly Lohr, Principal, Delap LLP
Kim specializes in providing state and local taxation advisory and compliance services to her clients. With more than 26 years of experience in state and local tax, she serves a diverse client base in a variety of industries, including manufacturing, financial institutions, transportation, and services to name a few. Kim focuses on multi-state income and franchise tax matters such as nexus, state tax base modifications, apportionment of income, business/non-business income, unitary taxation, gross receipt taxes, allocation of partnership items, state filing options, audit defense and voluntary disclosures. In addition to recommending strategies to minimize clients’ state and local tax liabilities, Kim consults on all aspects of state income tax, including participating in mergers and acquisition transactions, due diligence reviews, representation on state tax controversy matters, and assisting companies with state tax compliance and state tax accrual reviews. Prior to joining Delap, Kim was a managing director at BDO USA LLP’s state and local tax practice in Seattle. She has also worked for several multi-national companies, including several Fortune 500 companies, a small and mid-sized accounting firm, and a state tax authority. Outside the office, Kim enjoys spending time with her family and traveling, especially to the Disney parks.
Michael Nelson, Manager of Government Relations, Washington Society of CPAs
Mike Nelson is the Manager of Government Relations for the Washington Society of Certified Public Accountants (WSCPA). At the WSCPA Mike oversees the societies legislative initiatives and political directions through the CPAPAC. He works with WSCPA members to advocate in various ways on regulatory issues facing the profession both within the state of Washington and on a national level. Before joining the WSCPA Mike spent nearly a decade at the Washington State Senate. During this time, he worked for various leadership offices including the budget chair, floor leader, and caucus whip. Mike graduated from Western Washington University with a major in Economics, Political Science, and Philosophy.
Rachel Roberson, Senior Manager, Sweeney Conrad PS
Rachel Roberson, CPA, is a Senior Manager and Leader of the State and Local Tax Services Department at Sweeney Conrad. Her exceptional expertise in state taxation serves business clients in a broad range of industries. Rachel consults with clients on Washington state and local excise tax and on issues involving multi-state income, franchise and sales and use taxes.
Non-Member Price $499.00
Member Price $399.00