Home         Education         Mission        Ethics        Membership        Chapters        Convention        Application    
Education

Chapter Date
Presenter and Location
Topic and Details
Cowlitz September 7, 2010 Lisa Ripp                       Tip Reporting
Cowlitz August 3, 2010 Bonnie Haug                   Elderly Caretakers
Cowlitz July 6, 2010 TBA    Ethics
Cowlitz June 8, 2010 Bonnie Haug                   NOL
Cowlitz April 6, 2010 Bonnie Haug Practitioners Forum
Cowlitz March 2, 2010 Bonnie Haug Practitioners Forum
Cowlitz February 2, 2010 Bonnie Haug Practitioners Forum
Cowlitz January 2, 2010 Cowlitz & Vancouver Chapters Annual Federal Tax Update 6 hrs, Brochures will be mailed in November  
Cowlitz December 8, 2009 OR Dept. of Revenue Agent Oregon Update
Emerald City June 30, 2010 Susan McPherron, EA      Ethics
Emerald City May 26, 2010 Kathleen Thomsen, EA       ALT MIN TAX
Emerald City February 24, 2010 Janet Pack Senior Issues
Emerald City January 27, 2010 Rosemary Headman 2009 Update
Kitsap Chapter August 24, 2010 Attorney TBA                 Trust Documents
Kitsap Chapter July 20, 2010 Larry Bricker Government Workers
Kitsap Chapter June 15, 2010 Kathleen Thompson, EA   AMT
Kitsap Chapter May 18, 2010 Kathleen Thomsen EA Alt Min Tax
Kitsap Chapter April 20, 2010 Jim Avery, Kitsap Co Assessor Local tax issues
Kitsap Chapter March 16, 2010 Joe Ardizzone EA Tax Roundtable
Kitsap Chapter February 16, 2010 Larry Bricker Government  employee tax issues
Puyallup June 29, 2010 Sarah Lane, EA               New Health Care Bill
Puyallup March 30, 2010 Stephanie McClain Edward Jones Open Forum
Puyallup February 23, 2010 TBA TBA
Puyallup January 26, 2010 Sarah Lane, EA Ethics/Preparer Standards
South King October 18, 2010 Barrie Lane, EA Introduction to Estate & Gift Taxes
South King September 20, 2010 Rebecca Sherrell  Tiered financial reporting requirements for charitable Org. 
South King August 16, 2010 Larry Krouse Medicare sign up
South King July 19, 2010 Ed Wright, EA/Sandra Robb, EA EA Exam final review
South King June 21, 2010 ED Wright, EA/Sandra Robb, EA EA Exam in Detail part 3 of 3
South King May 17, 2010 Ed Wright, EA/Sandra Robb, EA EA Exam in Detail part 2 of 3
South King April 19, 2010 Ed Wright, EA/Sandra Robb, EA EA Exam in Detail part 1 of 3
South King March education is Canceled    
South King February 15, 2010 Ed Wright, EA EA Exam Overview
South King January 18, 2010 Ed Wright, EA Tax Update
South Sound June 22, 2010 Don Pederson                  Reverse Mortgages
South Sound May 25, 2010 TBA                              ARRA - Business
Tacoma December 16, 2010 Annual Christmas Party                      
Tacoma November 18, 2010 Kathy Suits, EA Fall Seminar - Estates
Tacoma October, 28, 2010 TBA  
Tacoma September 23, 2010 TBA  
Tacoma August 26, 2010 Jan Locke, EA Schedule E, Page
Tacoma July 22, 2010 Catherine Grubb, EA HSA & Form 8889
Tacoma June 24, 2010 Rowena Peterson, EA Form 6252
Tacoma May 25, 2010 Carol Ann Heinzman, EA Schedule A
Tacoma April 22, 2010 Jack Holder, EA
Judy Hanson, EA
Tax questions and answers
Tacoma March 25, 2010 TBA Exchange of tax situations
Tacoma February 25, 2010 TBA Discussion of tax client problems
Tacoma January 28, 2010 TBA IRS Updates
Vancouver December, 2010 TBA                              IRS Update
Vancouver November, 2010 TBA                              IRS Update
Vancouver October 27, 2010 Rod Beamguard, EA                            Adult Care/Child Care
Vancouver September 22, 2010 Barbara Culver, EA, CTP                            Estate Issues
Vancouver August 25, 2010 Matthew Green-Hite, CPA                             Employee benefits
Vancouver July 28, 2010 Sharon Antisdel, EA ESOP Stock Incentives and other Schedule D Issues
Vancouver May 26, 2010 TBA                              New Hiring, Retention, & Health Care Act
Vancouver January 27, 2010 Wed 7-9 pm at the Golden Tent Restaurant Oregon Update


We invite you to grow with us