Workshops & Seminars

Representation Forums

Please join us in for 1 ½ hours of discussion, real-world experiences and strategies that may help best serve your clients – successfully.

Also, several ideas for our session would be along the lines of our tax pros sharing a success story on any of the general topics and perhaps throwing out an unresolved tax problem that we all could chip in our ideas for resolution.

The next quarterly meetings are scheduled for July 25, and Oct. 24. More information will be provided as the dates grow closer.  FYI, these dates shouldn’t conflict with tax filing season and other WSSEA events. Also, the good part: there are no fees involved at all, just time away from our offices and great networking opportunities.

Please pass the word onto others in your respective networks.

Let us know if you plan to attend by REGISTERING HERE

Ahlberg Auna, EA
Sandra Robb, EA
WSSEA Tax Forum Facilitators

P.S. Education is never out for the pro! Attendance qualifies for 1 credit of CE FREE to WSSEA members.



DATE: June 26-28, 2018
The Skagit Casino Resort
5984 Darrk Ln
Bow, WA 98232


Convention Schedule at a Glance

Tuesday, June 26

12:00PM- 1:00PM           Registration
1:00PM – 2:40PM            Taxation of Fringe Benefits, Jeff Schneider, EA
2:40PM – 2:55PM            Break
2:55 PM – 4:35PM           Uncommon Business and Individual Election with Jeff Schneider, EA
4:45 PM – 6:00PM          Annual Meeting

Wednesday, June 27

7:30AM – 8:30AM          Breakfast Snacks
8:30AM – 10:10AM        Taxation of US Citizens on Foreign Income, Jeff Schneider, EA
10:10AM – 10:25AM       Break
10:25AM – 12:05PM      Auto (Lease vs. Buy, Standard vs. Actual), Jeff Schneider, EA
12:05PM – 1:00PM       Lunch (Provided)
1:00PM – 2:40PM         Crowdfunding, Dionne Gordon, EA
2:40PM – 2:55PM          Break
2:55PM- 4:35PM           Direct Sellers, Dionne Gordon, EA
6:00PM                          Installation Banquet

Thursday, June 28

7:30AM – 8:30AM           Breakfast Snacks
8:30AM – 10:10 AM        Self Directed Retirement Accounts, Steven Hamilton, EA
10:10AM – 10:25PM        Break
10:25AM – 12:05 PM      Retirement Tax Planning, Steven Hamilton, EA
12:05 PM – 1:00PM        Lunch (Provided)
1:00PM – 2:40PM           Topic to be determined based on new tax law, Steven Hamilton, EA
2:40PM – 2:55PM            Break
2:55PM – 4:35PM           Not Your Everyday Ethics, Amy Brosnan, EA

Discounted hotel rate of $79.00 per night available to convention attendees. Room rate is for double queen or king rooms. Reservations can be made by calling the Hotel Front Desk at 1-877-275-2448. Ask for rate code 0618WASHIN for Washington State Society of Enrolled Agents discount. Discounted rooms subject to availability and will be available only until 5/17/2018.