Medicaid Planning with the IRA and Inherited IRA
Brian Isaacson, Tax Attorney-CPA
10:30 am - 11:30 am
Qualifying for 1 hour MCLE (pending approval) and 1 hour Continuing Profession Education
This program will teach Medicaid math and teach preplanning for Medicaid benefits, taxation, and asset protection when retirement accounts are involved
Brian G. Isaacson is a native of the Pacific Northwest and has been practicing law for over 20 years. He focuses on the areas of Elder Law, Medicaid planning, Estate planning, IRA planning, Tax planning, and Stock Option planning.
Holding a Masters of Law in Taxation, Brian is a certified Attorney-CPA and highly respected nationwide in the legal and tax community for his extensive and sophisticated work in tax litigation. His high-profile cases have impacted stock-options tax laws, helping countless plaintiffs across the U.S. recover millions of dollars.
An active member of the American Academy of Attorney-CPAs and vice-president of its Washington State chapter, Brian approaches his work with great energy and serves his clients with respect and compassion Brian is admitted to practice law in both Washington State and New York State, as well as in the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals. He is a member of the American Bar Association Tax Section, the National Academy of Elder Law Attorneys, and Lawyers With Purpose. Brian is a sought-after speaker and has co-authored several books on wealth preservation, including Don't Go Broke in a Nursing Home; Protect Your IRA-Avoid the 5 Common Mistakes; and Tax Free Money For Long-Term Care.
Attorney-CPA Washington State Ethics
Joseph L. Brotherton, Attorney, CPA
James J. Rigos, Attorney, CPA, CMA
12:00 pm - 5:30 pm
Qualifying for 5 hours of Ethics MCLE (pending approval) and 6 hours CPE in Behavioral Ethics
General, conflicts of interest, independence, confidentiality, and fiduciary duty as applied to attorney-CPAs. New AICPA "recompilation" Code. Compare and contrast ethical rules under both set of standards.Refresh and learn rules all Attorney-CPAs in Washington, especially where there is different treatment.
Joseph L. Brotherton is a graduate of the University of Washington School of Business and the University of Washington School of Law. He practiced with Price Waterhouse before establishing his own law firm and CPA firm. He continues to practice in those areas and is an active builder, developer and operator of real estate projects in Washington, Alaska and Arizona. He founded the Washington chapter of AAA-CPA, is a past President of the National AAA-CPA organization and past President of the AAA-CPA Foundation. Joe and his wife Maureen have five children, including at least one lawyer and one CPA so far. He serves on various boards and teaches at The University of Washington Law School.
James J. Rigos is an attorney-CPA-CMA who has written and lectured widely in the area of professional accounting individual and CPA firm ethics and legal liability. He is a graduate of Boston University Law School. He has been involved as an advocate in over 200 legal and ethical claims against CPAs since 1980. He has served on the WSCPA's Mediation Committee and the AICPA's Accountants Legal Liability Committee. He is a National Director of the AAA-CPA and past President of the Washington State Chapter of the AAA-CPA. Jim also serves as the current Chair of the AAA-CPA National Ethics and Dual Rights Committee.