Kenmore, WA: Annual Washington Chapter Meeting

Dec 13, 2019 10:30am -
Dec 13, 2019 05:30pm

Event Description




AAA-CPA Annual Washington Chapter Meeting

Friday, December 13, 2019

10:00 am - Registration

10:30 am - 11:30 am- Education

11:30 am - Lunch

12:00 pm - 5:30 pm - Education


Inglewood Golf Club

6505 Inglewood Rd., NE

Kenmore, WA 98028

(parking right of clubhouse)



5 hours of Ethics MCLE and 1 hour of Law & Legal MCLE (total 6 hours MCLE pending approval). 7 hours of Continuing Professional Education (CPE) for Certified Public Accountants



Free Admission!




Who Should Attend?

Attorneys, CPAs, Business Professionals




888-ATTY-CPA ext. 2


Prerequisites: None

Advanced Preparation: None Program Level: Overview

Delivery Method: Group-Live 



2020 Annual Meeting & Education Conference

June 23 - 28, 2020

Loews Philadelphia Hotel

Philadelphia, PA


2020 Fall Meeting & Education Conference

November 1 - 3, 2020

Marriott Fort Lauderdale Harbor Beach

Fort Lauderdale, FL

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.


AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. 


The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Event Type:Chapter Meeting
Early registration ends on Aug 06, 2019.
Regular registration starts on Aug 07, 2019 and ends on Dec 11, 2019.
Late registration starts on Dec 12, 2019.
(GMT-08:00) Pacific Time (US & Canada), Tijuana